About this Event
Join us for an exclusive evening at 3 Steves Winery in Livermore designed for property owners and investors who are exploring smarter ways to reposition equity and strengthen long-term real estate wealth.
The Equity Shift is a private wealth strategy mastermind where attendees will gain insight into how experienced investors are using 1031 exchange strategies and equity repositioning to transition into higher-performing assets while protecting hard-earned equity.
During this high-level discussion, Real Estate Wealth Advisor Scott Fong will share strategic insights and real-world case studies showing how property owners evaluate when to sell, exchange, or reposition assets to improve long-term portfolio performance.
Joining him is 1031 Exchange Specialist Avery Bibbs, who will provide clarity on the mechanics and process of tax-deferred exchanges and how investors successfully navigate these transactions.
Together, they will explore practical strategies that help investors reposition equity, improve income potential, and make more informed real estate decisions.
This curated event brings together a dedicated team of real estate advisors, lending professionals, and experienced investors for an evening of meaningful conversation, education, and connection.
Guests will enjoy an intimate setting, strategic insights, and the opportunity to connect with other thoughtful investors planning their next move.
Space is intentionally limited to create a curated room of investors and meaningful discussion.
Event Venue & Nearby Stays
5700 Greenville Rd, 5700 Greenville Road, Livermore, United States
USD 0.00
