The Equity Shift: Turn Your Rental Property into a Higher‑Performing Asset

The Equity Shift: How to Protect & Elevate Your Property Wealth
Exclusive Wine Evening • Limited Seating • Real Case Studies & Raffles

EVENT OVERVIEW

Own a Bay Area or Tri-Valley property that has dramatically appreciated over the years? Thinking about retirement, reorganizing assets, or exploring smarter ways to use your equity, but unsure where to start?

The Equity Shift is an exclusive, in-person seminar hosted at 3 Steves Winery, created for long-term property owners who want to understand how to protect hard-earned equity, reduce tax exposure, and explore ways to turn appreciation into reliable income for the future.

This event brings together a dedicated team of real estate advisors, a mortgage strategist, and a special guest Real Estate Wealth Advisor, sharing real case studies and strategies used by Bay Area property owners today.

You’ll learn how homeowners, not just investors, can reposition appreciated property to create more financial freedom, retirement flexibility, and long-term legacy planning clarity.

Attendees will also enjoy a complimentary glass of wine, on-site advisor consultations, and exclusive raffles, including an exclusive grand prize:

WHO THIS EVENT IS FOR

This seminar is ideal for property owners who want to understand their options — especially if you have:

• A home or rental property with significant appreciation
• Property valued around $1.25M+
• A mortgage balance that leaves substantial equity
• Owned your property 10–15+ years
• Are you thinking about retirement, simplifying life, reducing management, or improving cash flow
• Want to explore options before selling, refinancing, or transferring property to family

Whether you own one home or multiple properties, you are welcome.
This event gives you clarity, options, and strategies

WHAT YOU’LL LEARN

Clear, simple breakdowns of:

• How a 1031 Exchange works (in plain English)
• When exchanging, refinancing, or selling makes the most sense
• How to convert equity into predictable passive income
• Ways to reduce capital-gains exposure when planning your exit
• Smart legacy moves when transferring property to family
• How a trusted team (advisor + real estate + lending) protects your long-term wealth

Plus:
✔️ Real case studies — including how Scott helped clients increase their ROI by up to 60%
✔️ Examples of turning equity into stable monthly income — without rental headaches
✔️ Personalized questions answered by our on-site team

WHY THIS MATTERS NOW

Many Bay Area owners are sitting on hundreds of thousands — if not millions — in locked-up equity.
And with upcoming market changes, tax burdens, and retirement shifts, understanding your options early can preserve more of what you’ve built.

This seminar offers the clarity, strategy, and trusted team most homeowners never get access to until it’s too late.

EVENT DETAILS

Date: Wednesday, January 21, 2026
Time: 6:00 PM – 8:00 PM
Location: 3 Steves Winery
5700 Greenville Road, Livermore, CA 94550

🎟️ Included With Your Ticket:
• Complimentary wine ticket (21+)
• Expert presentations
• Live Q&A + table consults
• Exclusive Grand Prize give-away

HOSTED BY

JPAR Iron Horse Real Estate Advisors

• Ramon Concepcion
• Montell Johnson
• Nikki Hai
• Dinah K. Oubkeo
• Raj Kalra

Mortgage Advisor Partner:
Jennifer Bourque, All Western Mortgage

Special Guest Real Estate Wealth Advisor:
Scott Fong — 1031 Strategies • Equity Optimization • Passive Income Planning

QUESTIONS OR RSVP SUPPORT

📩 info@BuildWealthExchange.com
🌐 www.BuildWealthExchange.com