Join Ashley Romiti, from Perch Wealth, for an informative session designed to empower real estate professionals with the knowledge and tools needed to leverage 1031 Exchanges and Delaware Statutory Trusts (DSTs) to grow their business and better serve their clients.
In this class, attendees will:
• Explore the fundamentals of 1031 Exchanges, including like-kind exchange rules, IRS guidelines, and the potential benefits for investors looking to defer capital gains taxes.
• Learn the key restrictions and requirements of completing a successful 1031 Exchange to help clients avoid costly mistakes.
• Gain a comprehensive understanding of Delaware Statutory Trusts (DSTs), what they are, and how they fit into a real estate investor’s portfolio.
• Discover the demographics of typical DST investors and how DSTs can be used to replace debt, diversify portfolios, and support estate planning goals — even in a high-interest rate environment.
• Understand how this knowledge can directly benefit their real estate practice by providing value-added services to clients, generating more listings, and increasing referral opportunities by offering guidance on wealth-building investment strategies.
