Webinar: The 1031 Exchange and Delaware Statutory Trust (DST) by Jon Taylor

Jon Taylor

Learn about tax-deferral strategies for real estate investing and the Delaware Statutory Trust (DST) vehicle. Joining us will be special guest Stephanie Kelsey from Asset Preservation, Inc. to present on the 1031 exchange from the perspective of a Qualified Intermediary.

About This Webinar

During the webinar we will present tax deferral strategies for the real estate investor who may be considering the sale of highly appreciated property and discuss the considerations and potential benefits of the Delaware Statutory Trust structure.

Walk away with a simple set of questions that you can ask any time you are evaluating a potential investment. These principles have supported our goal to strategically protect and grow the wealth of our investors for the last 22 years.

This educational presentation does not constitute an offer or recommendation to purchase any real estate investment. JRW does not offer tax or legal advice. When considering any investment, please consult your tax and legal advisor(s) regarding the specifics of your situation.

Agenda

Introduction
1031 Exchange Strategies & Principles
DST Structural Overview
Ask Me Anything Live Q&A

Ryan Thomas

Registered Representative, JRW Investments

At JRW Investments, it's our mission to empower our investors to be secure, free, and generous. We're dedicated to protecting and growing clients' wealth by identifying the right real estate investments tailored to their unique needs. With a stewardship mindset, our risk management and due diligence analysts re-underwrite hundreds of potential investments annually to uncover the top 10% of current market opportunities. Guided by a client-centered philosophy, we carefully evaluate the personal goals, objectives, and tax considerations of our investors, constructing an individualized portfolio of recommendations that align with their requirements.

Stephanie Kelsey

Division Manager, Asset Preservation, Inc.

Stephanie Kelsey is the Southern California Division Manager with Asset Preservation, Inc. Stephanie has committed the last decade of her career in real estate to specializing in 1031 exchanges in both the residential and commercial sectors.

Since their establishment in 1990, Asset Preservation, Inc. (API) has proudly served as a premier national qualified intermediary, successfully overseeing more than 200,000 tax-deferred exchanges.

Disclosure

Securities are offered through Lighthouse Capital Group, LLC, a Member of FINRA, SIPC.

JRW Investments, Inc. and Lighthouse Capital Group, LLC do not provide tax or legal advice. When completing a 1031 exchange, investors may incur tax liabilities if their transaction does not comply with IRC section 1031 requirements. When considering any investment, please consult with your tax and legal advisor(s) regarding the specifics of your situation.

Real estate investments are illiquid and highly speculative. Investing in real estate securities (e.g. DSTs, Non-traded REITs, LLCs, and LPs), involves material risks associated with owning, managing, operating, and leasing commercial real estate properties. These risks include, but are not limited to complete loss of principal, declining market values, reduction or disruption in income, tenant defaults, tenant vacancies, acts of God, etc. There are additional risks to consider when using leverage, which involves risks of default and foreclosure. Certain Associated Persons of the firm are affiliated with sponsors providing investment products that may be made available or recommended through Lighthouse Capital Group, LLC. This conflict of interest will be disclosed explicitly whenever it exists.

Real estate valuation and cash flow may be impacted by fluctuations in interest rates; macroeconomic conditions; acts of terrorism; environmental factors; liability risks; risks associated with zoning, city ordinances, applicable laws and government, compliance; title and escrow risks; floods, fires, and other natural disasters; credits risks; market risks; risks of obsolescence; and acts of God. Investors should not invest in real estate or real estate-related investments if they cannot afford a loss of income or the complete loss of their principal investment.