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Lunch & Learn Event

Time to Sell?
Emerging Market Trends to Maximize Your 1031 Exchange

Tuesday, September 24, 2024
12:00pm PT
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EVENT HOST

Austin Bowlin, CPA

Partner, Chief Exchange Strategist
Real Estate Transition Solutions

Event

Time to Sell? Emerging Market Trends to Maximize Your 1031 Exchange

Details

Date: September 24th, 2024 | Noon to 1:30 pm
Venue: Bellevue Club in the Olympic Room (B)
Address: 11200 SE 6th St, Bellevue, WA 98004
Dining: Complimentary lunch buffet with dessert
Parking: Complimentary parking at hotel

Overview

Join us for "Time to Sell? Emerging Market Trends to Enhance Your 1031 Exchange," hosted by Austin Bowlin, CPA from Real Estate Transition Solutions (RETS) in collaboration with a distinguished panel of local experts from leading national commercial real estate firms. This event is designed for investment property owners contemplating a sale in the near future and seeking to maximize their tax savings and total returns.

Guest Panelists

Why Attend
  • Current Market Trends: Gain insights into the latest macroeconomic conditions and real estate market dynamics as we head into Q4 and the new year.
  • 1031 Exchange Strategies: Explore the most effective 1031 exchange strategies to optimize tax savings, passive income, and overall returns when selling your investment property.
  • Expert Panel Discussion: Hear from top local experts who will share their perspectives on emerging trends, high-performing property sectors, and the latest market developments.
  • Interactive Q&A: Engage directly with industry leaders and get your questions answered by professionals with extensive experience in commercial real estate.

Event Registration

September 24, 2024
at 12:00pm PT

Host & Panelists

Austin Bowlin, CPA
Partner, Chief Exchange Strategist | Real Estate Transition Solutions
Austin Bowlin, CPA, is a Partner and Chief Exchange Strategist at Real Estate Transition Solutions (RETS), a national advisory firm specializing in 1031 Exchange strategies and Delaware Statutory Trust investments. He leads a team of licensed advisors, focusing on tax analysis, tax-deferral strategies, legal entity restructuring, co-ownership arrangements, and 1031 replacement property options. Prior to joining RETS, Austin worked at PricewaterhouseCoopers (PwC), specializing in enterprise valuations for acquisitions, restructuring, and divestitures. A Gonzaga University graduate, he holds CPA certification and FINRA Series 22, 63, and 65 licenses.
Jerrid Anderson
Executive Vice President | Kidder Mathews
Jerrid Anderson is an Executive Vice President at Kidder Mathews in Seattle and co-founder of the Simon | Anderson Multifamily Investment Team. He specializes in urban apartment and land sales across the Puget Sound region, with expertise in micro-apartments. Known for his entrepreneurial mindset and innovative marketing, Jerrid holds numerous sales records and is trusted by local and national investors. He lives in Magnolia with his wife Samantha and enjoys tackling new challenges. Jerrid graduated from Washington State University and brings a passion for delivering market-leading results for his clients.
Candice Chevaillier
Principal | Lee & Associates
Candice Chevaillier is a seasoned commercial real estate broker with nearly 20 years of experience in Seattle, specializing in multifamily properties. As a Principal at Lee & Associates, she has led over $300M in sales across 143 buildings and 1,354 units, building a strong team of investment brokers. Candice is recognized for her industry leadership, earning awards like the 2023 Lee & Associates Circle of Excellence and Globe Street's Women of Influence. She serves on various real estate boards and holds a Master's in Global Marketing. Outside of work, she enjoys travel and adventure with her husband and two sons.
Kyle Sterling
Partner | NAI Puget Sound Properties
Kyle is a Partner at NAI Puget Sound Properties in Bellevue, specializing in the sale of industrial, office, and retail properties in the Puget Sound region, particularly in south King and Pierce counties. With over $500M in sales across 150+ transactions, Kyle is a top investment broker, recognized as a 2022 NAI Global Top Producer. His expertise and marketing strategies consistently deliver results within 95% of the list price. A USC graduate and former NCAA water polo champion, Kyle lives in Issaquah with his wife, Jessica, and son, Landon.

Jerrid Anderson

Executive Vice President

Austin Bowlin, CPA, is a Partner and Chief Exchange Strategist at Real Estate Transition Solutions (RETS), a national advisory firm specializing in 1031 Exchange strategies and Delaware Statutory Trust investments. He leads a team of licensed advisors, focusing on tax analysis, tax-deferral strategies, legal entity restructuring, co-ownership arrangements, and 1031 replacement property options. Prior to joining RETS, Austin worked at PricewaterhouseCoopers (PwC), specializing in enterprise valuations for acquisitions, restructuring, and divestitures. A Gonzaga University graduate, he holds CPA certification and FINRA Series 22, 63, and 65 licenses.

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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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.
 
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