Join Us For A Special Event!

 

EVENTS

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please reserve your seat online or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

April 4, 2025
1:00 PM PST
LIVE WEBINAR

Market Update Webinar

What We Will Cover:

- Product Overview

- Offerings for 2025

- Financial Tools and Products

April 30, 2025
1:00 PM PST
LIVE 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 cover the 1031 process from start-to-finish. Get answers to the questions you've wondered about!

**ACCREDITED INVESTORS ONLY**

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

Past Events