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Lunch & Learn Event

Tax-Smart Exit Strategies for Rental Property Owners

Wednesday, February 5, 2025
12:00pm PT
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EVENT HOST

Austin Bowlin, CPA

Partner, Chief Exchange Strategist
Real Estate Transition Solutions

Event

Beyond the Sale: Tax-Smart Exit Strategies for Rental Property Owners

Details

Date: February 5th, 2025 | Noon to 1:30 pm
Venue: Bellevue Club
Address: 11200 SE 6th St, Bellevue, WA 98004
Dining: Complimentary lunch buffet with dessert
Parking: Complimentary parking at hotel

Overview

Join us at the Bellevue Club for "Beyond the Sale: Tax-Smart Exit Strategies for Rental Property Owners," a Lunch & Learn event designed to help you navigate the complexities of selling your rental property in 2025. Hosted by Austin Bowlin, CPA, of Real Estate Transition Solutions (RETS), this exclusive event will delve into tax-saving strategies, including the benefits of cashing out versus tax-deferred 1031 exchanges and Delaware Statutory Trust (DST) investments. Gain insights into optimizing passive income, reinvestment strategies tailored to your goals, and actionable guidance on 2025 market trends, economic shifts, and regulatory updates. Equip yourself with the knowledge to make informed financial decisions and confidently plan your next steps.
What You'll Learn
  • Tax Impact: Cashing Out vs. 1031 Exchanges - Compare the financial outcomes of selling investment property outright versus leveraging tax-deferred 1031 exchanges.
  • Pros & Cons of Popular 1031 Exchange Options - Gain insights into popular 1031 Exchange strategies, including benefits and considerations of Delaware Statutory Trusts (DSTs) replacement property.
  • Maximizing Passive Income Potential - Discover how to transition from active property management to passive income investments for optimized cash flow.
  • Navigating 2025 Market Conditions - Hear actionable insights about 2025 market trends, economic shifts, and regulatory changes to make informed decisions.

Register Now

February 5, 2025
at 12:00pm PT

Host & Panelists

Austin Bowlin, CPA
Partner, Chief Exchange Strategist
Real Estate Transition Solutions
Austin Bowlin CPA, is a Partner and the Chief Exchange Strategist at Real Estate Transition Solutions (RETS). Austin is an authority in 1031 Exchange strategies and Delaware Statutory Trust investments. With his expertise in tax analysis, exchange strategies and valuation, Austin is a trusted advisor for owners of highly appreciated investment real estate. Join our webinar to benefit from Austin’s experience in the complex world of 1031 Exchanges.

Jerrid Anderson

Executive Vice President

Austin Bowlin CPA, is a Partner and the Chief Exchange Strategist at Real Estate Transition Solutions (RETS). Austin is an authority in 1031 Exchange strategies and Delaware Statutory Trust investments. With his expertise in tax analysis, exchange strategies and valuation, Austin is a trusted advisor for owners of highly appreciated investment real estate. Join our webinar to benefit from Austin’s experience in the complex world of 1031 Exchanges.

Candice Chevaillier

Principal

Kyle Sterling

Partner

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About RETS

Real Estate Transition Solutions (RETS) is an advisory firm specializing in tax-deferred 1031 Exchange strategies, Delaware Statutory Trust investments, and fractional replacement property options. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well planned, tax-efficient transition strategies carefully designed to meet their financial & lifestyle objectives. Our team of licensed 1031 Exchange Advisors guide property owners and partners through the Exchange process and select and acquire 1031 replacement properties best suited to meet investor goals.

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Company
RESOURCES
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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. 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.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.

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