Real Estate, Real Returns: 1031 Exchnages & DSTs Explained
Explore the strategic benefits of 1031 exchanges and DSTs for tax-efficient real estate investing and portfolio growth.
Date and time
Location
9870 Research Dr
9870 Research Drive Irvine, CA 92618Agenda
8:00 AM - 8:30 AM
Meet & Greet with Open Networking
8:30 AM - 8:40 AM
Call to Order & Gratitudes
8:40 AM - 8:45 AM
Short Intro to Speaker
8:45 AM - 9:15 AM
Presentation
9:15 AM - 9:25 AM
Q&A
9:25 AM - 9:30 AM
Announcements & Wrap Up
About this event
- Event lasts 1 hour 30 minutes
Navigating real estate investment strategies can be complex—but understanding the power of tax-deferral tools like 1031 exchanges and Delaware Statutory Trusts (DSTs) can make a significant impact. This session will provide a clear, practical overview of how these mechanisms work, when they are appropriate, and who can benefit from them.
Whether you're advising clients on property sales or seeking to defer capital gains tax while preserving income potential, this discussion will demystify the rules, timelines, and planning opportunities around these powerful tools.
Join us to gain valuable insight into:
- The fundamentals of 1031 exchanges
- The role of DSTs in passive real estate investing
- Common pitfalls and how to avoid them
- Planning tips for advisors and property owners
Bring your questions and leave with actionable knowledge to better guide your clients or your own investment strategy.
Frequently asked questions
Hosted by Kevin Snyder and Noah Burns, the purpose of this series is to help give you the knowledge you need to pass along more value to your clients. We do that by giving a brief educational presentation about an important topic all over coffee and breakfast refreshments provided by us!
As a way to say thank you and continue to provide more value to our network of wonderful professional partners, we are hosting a morning of networking and a chance to hear important updates and learn about other great professional resources that can benefit our mutual clients.
This event is open to any professional in any industry who is currently one of our preferred partners or is interested in connecting with us to become one. This includes: Financial advisors, CPAs, insurance agents, bankers, mortgage lenders, realtors, or anyone in the elder care industry.
A stack of your business cards for networking.