Insight Investment Advisers help Investment Property Owners Retire – or at least get to True Passive Income. Join us to learn about 1031, DST and how to optimize your portfolio

You are ready for some hands off real estate investing.  You want returns that maximize your money and taxes so you can retire, or perhaps just do other things.  This lunch & learn can point you in the right direction.

Julia Fritzlen and Joshua Wright from Insight Investment Advisers explained

• What is a 1031 Exchange:  So you know the basics of how one works, including boot.
• What is a DST:  This  allows you to 1031 what you have into a fractional interest in someone else’s investment
• Pros & Cons:  What are the pros and cons of a DST 
• Optimizing Your Portfolio

This might be a good jumping off point for consultation with Julia or Joshua to review your portfolio and a great starting point for our upcoming master class on February 22nd that is all about True Passive Wealth.

Watch now on YouTube