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1031 And DST’s

1031 And DST’s

Date: December 11, 2020 Time: 10:30 AM - 12:00 PM Location: , , ,

This is a new class that we have decided to have on Friday 12/11 10:30 to 12:00.
Via zoom. It will be a panel discussion about 1031s and Investment opportunities
in what’s called a DST (Delaware Statutory Trust). Also, a bit about insurance on
investment properties. Your Panel of Experts:
DSTs:
a replacement
property solution
Mark Herding, CFP®, CMFC, LUTCF, RICP®
Camelback Wealth Consultants
 Avoiding the three T’s; Tenants, Trash and Toilets.
 Finding a sponsor that will deliver full cycle results.
 Work with an independent advisor that has access to multiple offerings and sponsors.
Sheila long
Regional Sales Executive | Old Republic Exchange Company
• What is a QI
• What are capitals gains
• Like Kind
• Boot and how to use it up through a DST
Nick Headley
Senior Regional Vice President | Capital Square
• DST as a replacement property solution
• Access to higher quality/institutional real estate
• Passive income & professional management
• Liability protection & non-recourse debt
Kimberly Adams
Principal | Remy Grey Insurance Advisory
• Properly insuring the investment property
• How to insure the investment or entity
• Asset protection – investment, landlord liability, & your total net worth

 

RSVP to maggiec@eta-az.com for Zoom Link

Register For Event

Online bookings are not available for this event.