Beyond the 1031: Sell, Defer the Gain & Move Into Other Investments (Online)
Details
If you're a more seasoned investor, you may be facing this problem:
You've built equity in your real estate. Now you'd like to put some of it into something that doesn't require owning and operating another building.
[NOTE: RSVPing here does NOT get you a link. You'll need to register at our website to do that: [https://www.mareimember.com/Events.aspx?ID=MAREI-Online-Master-Class-Beyond-the-1031-What-to-Do-When-It-s-Time-to-Move-Into-Other-Investments-But-You-Still-Want-to-Defer-Those-Capital-Gains-37-10-24-2026]
Selling can mean a substantial capital gains tax bill…
…and "Do a 1031 exchange" isn't much of an answer if you're trying to move OUT of directly owned real estate.
On Saturday, October 24th, Todd VanMeter will explain the Deferred Income Trust strategy he works with, which uses an irrevocable trust and an installment sale to pursue tax deferral while creating a path into other investments.
You'll learn how the transaction fits together, where the proceeds go, how payments to the seller work, what control you give up, and what to review with your attorney and CPA before considering it.
You'll also explore how it compares with other exit strategies, and examples involving properties, portfolios, businesses, and partnership interests.
This is for active and experienced investors who are thinking about what comes NEXT for the equity they've built—and want to understand the details before making that decision.
Saturday, October 24th, 8 a.m.–1 p.m. Central Time, online.
$47 for MAREI members/$97 for nonmembers through Thursday, October 22nd; $67/$127 after.
The workshop will be recorded and all registrants will receive the recording, so register even if you can't attend live.
100% satisfaction guaranteed or your money back.
Again, RSVPing here on Meetup does NOT get you your link! Go here for full details and to register: [https://www.mareimember.com/Events.aspx?ID=MAREI-Online-Master-Class-Beyond-the-1031-What-to-Do-When-It-s-Time-to-Move-Into-Other-Investments-But-You-Still-Want-to-Defer-Those-Capital-Gains-37-10-24-2026]
