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1031 Exchange & Delaware Statutory Trust Real Estate Strategies
As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish.
Get answers to the questions you've wondered about!

**ACCREDITED INVESTORS ONLY**

What We Will Cover:
Definition of a 1031 Exchange and the Delaware Statutory Trust
Hypothetical Property Sale
The 1031 Exchange Process and Timeline
Phases of The DST
Properties that qualify for a 1031 Exchange
The Role of a Qualified Intermediary
Boot - What it is and how to avoid it

Jun 29, 2023 11:00 AM in Pacific Time (US and Canada)

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Speakers

Jeffrey Bangerter
President & Financial Coach @Bangerter Financial Services, Inc.
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care.
Rikki Foster
Vice President of Brokerage Operations @Bangerter Financial Services, Inc.
Rikki Foster is a fully licensed Financial Advisor at Bangerter Financial Services. Cutting his teeth as a local student/athlete, Rikki attended the University of California, Davis where he earned a Bachelors in Sociology with an emphasis in Organizational Studies. He got his start in business operating a local pool service company maintaining the books, client relationships/acquisitions and the day-to-day servicing of client accounts. During this time, Rikki coached a local 13U travel baseball team and was the strength training coach for a future major league baseball player. It was in these roles that Rikki found his passion in coaching and educating individuals. Rikki holds his Series 7 General Securities Representative and Series 66 Uniform Combined State Law Securities license as well as his life,health, and accident insurance license, and is a California Registered Tax Preparer (CRTP). He was named Five Star Wealth Manager in 2020. Rikki is currently pursuing his CFP credentials.

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