Sequent Real Estate + Wealth Management Webinar Series
1031 Exchange
+
Delaware Statutory Trust
Turn Active Real Estate into Passive Income
Webinar Dates and Zoom Registration: 1.0 Hour CPE (CPA)
1.0 Hour CE (CO Realtor)
If you’re selling investment property, a 1031 exchange can help defer capital gains taxes—but finding a suitable replacement property isn’t always easy. Delaware Statutory Trusts (DSTs) offer a passive, institutional-quality solution designed to simplify the process.
This section will walk through how DSTs can help:
- Replace active property ownership with passive income
- Diversify across multiple assets and markets
- Reduce management responsibility
721 UPREIT Exchange
Transition from Ownership to Long-Term Portfolio Growth
Webinar Dates and Zoom Registration: 1.0 Hour CPE (CPA)
1.0 Hour CE (CO Realtor)
A 721 exchange allows you to contribute real estate into a REIT structure in exchange for operating partnership units—providing an alternative path beyond traditional 1031 exchanges.
Learn how this strategy may help you:
- Transition out of concentrated real estate holdings
- Gain exposure to diversified institutional portfolios
- Potentially create long-term estate and income planning flexibility
Roth Conversion
Address the “Tax Time Bomb” in Retirement Accounts
Many investors hold significant assets in tax-deferred accounts like IRAs and 401(k)s. As Required Minimum Distributions (RMDs) begin, taxable income can rise quickly—impacting both retirement cash flow and legacy planning.
In this section, we’ll cover:
- How Roth conversions may help manage future tax exposure
- The long-term impact on retirement income and heirs
- Key considerations before implementing a conversion strategy
Contact for dates: pfisher@sequent-rewm.com
Opportunity Zone Investing
What Investors Need to Know
Many investors seek opportunities to reduce current tax liability while maintaining exposure to long-term growth assets. Qualified Opportunity Zone (QOZ) investments may provide tax advantages when structured appropriately, making them a consideration within a broader tax and wealth planning strategy.
In this section, we’ll cover:
- How Qualified Opportunity Zone investments may help defer and potentially reduce capital gains taxes
- The potential long-term benefits of tax-advantaged growth and wealth transfer planning
- Key considerations before implementing an Opportunity Zone investment strategy
Contact for dates: pfisher@sequent-rewm.com
Peter K. Fisher | Co-Founder & Senior Financial Advisor
Sequent Real Estate + Wealth Management
Direct: 415.918.2225 | Office: 415.834.1031
Email: pfisher@sequent-rewm.com
San Francisco Office:
44 Montgomery Street, Suite 1610
San Francisco, CA 94104
Denver | Los Angeles | New York City
Disclosure: This communication is for informational purposes only and does not constitute an offer to sell or a solicitation to purchase any security. Any offering of interests in securitized real estate investments, including Delaware Statutory Trusts (“DSTs”), is made only by a sponsor’s Private Placement Memorandum (PPM) and is available solely to accredited investors and accredited entities. Investments in private placements and DSTs involve significant risks, including loss of principal, illiquidity, lack of investor control, and no guarantee of cash flow, tax treatment, or investment results. This material should not be construed as tax or legal advice; investors should consult their CPA and legal advisors regarding their specific situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM.