You spent years buying well, paying down loans, and building equity. At some point, many investors want that equity to do something different, and they want to defer capital gains without a 1031 exchange that locks them into buying another building. A Deferred Income Trust is one way to make that move, and on Saturday, October 24, Todd VanMeter spends five hours on Zoom showing MAREI how it works.
Saturday, October 24, 2026 · 8:00 AM to 1:00 PM Central · Live on Zoom · Recording included
When a 1031 exchange is not the answer
A 1031 exchange defers your gain as long as you buy more real estate. That works well while you are growing a portfolio.
It is less helpful when the whole point is to own fewer buildings. Maybe you want investments with no tenants and no maintenance. Maybe you want to diversify into stocks, bonds, notes, or private investments. Maybe you still like real estate and you are ready to let someone else do the operating.
Long-time owners often end up weighing two choices: keep a property they are ready to be done with, or sell it and send a large share of the gain to taxes. This class is about a third choice.
What is a Deferred Income Trust?
In plain English, a Deferred Income Trust pairs an irrevocable trust with an installment sale. As Todd teaches it:
- The owner sells the property to a trust and receives a promissory note in return.
- An independent trustee handles the sale proceeds.
- The seller is paid over time under the note.
- The proceeds can be placed in investments other than real estate.
Because the seller is paid over time, the strategy is intended to defer eligible gains instead of having them all come due in the year of the sale.
It is a sophisticated transaction. Irrevocable means you give up ownership and control. Deferring a gain is not the same as making every tax disappear. Those tradeoffs are a large part of what Todd covers.
What you will learn on October 24
- How the trust and the installment sale fit together, and why the structure matters
- Where the money goes, who controls it, and how you get paid
- Which taxes are deferred, and which parts of your sale need a closer look with your CPA
- How a Deferred Income Trust compares with a 1031 exchange, a Delaware Statutory Trust, a 721 exchange, holding the property, or selling and paying the tax
- Examples with a single property, a portfolio, a business, and a change in partnership ownership
- What to ask your own attorney and CPA about documents, fees, and tax treatment before you move forward
See the full class description and register
Who this Master Class is for
This one is built for active and experienced investors who hold appreciated property and are thinking about what comes next. If you are earlier in your investing, you are welcome too. It helps to know how the exit works while you are still buying.
About Todd VanMeter
Todd VanMeter is a real estate, business, finance, and tax strategy consultant. He is a licensed homebuilder, property manager, and real estate investor, a member of the National Association of Home Builders, and a former president and board member of the Home Builders Association of Northeast Georgia. He has led a subgroup of the Georgia Real Estate Investors Association for more than 30 years.
Todd is not an attorney or a CPA. He is a long-time investor who went looking for a way out of managing real estate and into more passive investments without handing over a large share of his gains in taxes. Plan to review anything you learn with your own advisers.
Date, time, and price
Saturday, October 24, 2026 · 8:00 AM to 1:00 PM Central · Live on Zoom
$47 for MAREI members and $97 for nonmembers through Thursday, October 22. After that, $67 for members and $127 for nonmembers. MAREI membership is $25 a month, so joining first saves you $50 on this class.
The class is recorded. Every registrant receives the recording, so register even if Saturday morning does not work for you. 100% satisfaction guaranteed or your money back.