• Mon - Fri: 8AM - 5PM

  • 1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661

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If you own multiple rental properties, it may be time to reevaluate your real estate...

RESERVE YOUR SEAT

As the real estate market changes, different opportunities may become available that could possibly help you increase your cash flow, move into new markets for better appreciation, maximize depreciation deductions, and buy a vacation home!

We focus on helping real estate investors analyze their investment properties, so they may meet their financial objectives quicker in life. By utilizing the IRC 1031 Tax-deferred exchange tool, it may allow you to reposition and build your real estate portfolio while deferring capital gains.

To learn more, register for one of our upcoming 1031 Educational Workshops below.

Upcoming Events

Dates and times not convenient for you? Click below to register for our On-Demand 1031 Webinar!

Register for On-Demand Webinar

February 8, 2023
11:00 AM PST
Webinar

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 as they cover the 1031 process from start to finish.

Get answers to the questions you've wondered about!

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
February 22, 2023
6:30 PM - 8:00 PM PST
Orange County, CA

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Orange County, CA and enjoy a live Q&A with 1031 professionals.

February 23, 2023
11:00 AM PST
Webinar

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 as they cover the 1031 process from start to finish.

Get answers to the questions you've wondered about!

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
February 23, 2023
6:30 PM - 8:00 PM PST
Orange County, CA

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Orange County, CA and enjoy a live Q&A with 1031 professionals.

Past Events

December 11, 2019
5:30p - 7:00p
Bangerter Financial Home Office

Are You An Accredited Investor?

Dates and times not convenient for you? Click below to register for our On-Demand 1031 Webinar!

December 11, 2019
5:30p - 7:00p
Bangerter Financial Home Office

Are You An Accredited Investor?

Do you meet the qualifications to be an Accredited Investor? Join us and learn how to join our private Accredited Investor Community.