Many Bay Area landlords own rental properties that have significantly appreciated – yet lack the knowledge of how to convert their equity into potentially more income than what they are currently realizing. In this webinar, we will be discussing estate planning strategies used by Bay Area rental property owners that seek to preserve wealth, increase income potential, and avoid costly mistakes for their real estate portfolio.
Navigating the complexity of a 1031 Exchange can be a real burden and leave you unsure if your investment will lead to the future you imagine. Too often people lack the right information, struggle to find replacement properties, or aren’t able to fully capitalize on their existing assets. Please join our next event to learn about possible options that are available to suitable rental property owners and to potentially mitigate estate planning risks.
Topics covered include:
- What is Trapped Equity
- Estate Planning Strategies
- 1031 Exchange Basics
- What is a Delaware Statutory Trust (DST)
- How does a DST fit into your estate plan
The information herein has been prepared for educational purposes only, does not constitute an offer to purchase or sell securitized real estate investments, is not to be interpreted as tax or legal advice, and does not indicate suitability for all. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC.