Mastering Wealth - Strategies for Real Estate Investors

Boost your real estate game with our latest Summit. Earn up to 4 Oregon broker credits. Learn to safeguard your money & maximize profits!

By Celia Moore

Date and time

Wednesday, June 19 · 10am - 2pm PDT

Location

Lincoln Center Tower

10200 Southwest Greenburg Road Tower Training Room - 1st Floor Tigard, OR 97223

Agenda

10:00 AM - 11:00 AM

Understanding the Tax-Deferred Exchange - Tina Colson-Jones


This class will include helpful information regarding 1031 Exchanges and tax strategies for real estate professionals and investors alike. What is a 1031 Exchange and when should it be used?

11:30 AM - 12:30 PM

Selling Property? Tired of the Terrible T's? Check Out the DST (Delaware Statu


A Delaware Statutory Trust empowers investors the ability to defer their taxes into passive invewstments with NON-recourse debt, giving you that highly desireable mailbox money. Invest in real estate...

1:00 PM - 2:00 PM

Is Your Retirement Account the Olive Branch to Your Future?


Learn how to use your IRA or 401k plan to make the investments YOU want to make.

About this event

  • 4 hours

Coffee and snacks will be provided. Brokers can recieve up to 4 OR credits. Join for 1, or all 3 classes!

Frequently asked questions

DOES MY PROPERTY QUALIFY?

Any property held for productive use in a trade or business or for investment can be exchanged for like-kind property. Like-kind refers to the nature of the investment rather than the form. Any type of investment property can be exchanged for another type of investment property.

WHAT ARE THE TIME REQUIREMENTS IN A 1031 EXCHANGE?

From the time of closing on the relinquished property, the investor has 45 days to nominate potential replacement properties and a total of 180 days from closing to acquire the replacement property. Identification requirements: The investor must identify the replacement property prior to midnight o

IS IT POSSIBLE TO EXCHANGE OUT OF ONE PROPERTY AND INTO MULTIPLE PROPERTIES?

It does not matter how many properties you are exchanging in or out of (1 property into 5, or 3 properties into 2) as long as you go across or up in value, equity and mortgage. The only concern with exchanging into more than three properties is working within the time and identification restraints o

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