The Equity Shift: Turn Your Rental Property into a Higher-Performing Asset

The Equity Shift: Turn Your Rental Property into a Higher-Performing Asset (1031 & Retirement Strategy Seminar)

Own investment property for 10+ years? Thinking about retiring, downsizing, or passing properties to your family — but worried about taxes, tenants, or losing cash flow?

This free seminar is designed specifically for long-term Bay Area and Tri-Valley property owners who want to unlock equity, retire smarter, and reduce taxes — without selling outright or managing tenants forever.

✔️ Owners who’ve held property 10+ years
✔️ Properties valued at $1.25M or more
✔️ Mortgage balance $500K or less (under 30% LTV)
✔️ Non-owner occupied / investment or legacy properties
✔️ Aging owners (55+), nearing retirement, tired of tenants or maintenance
✔️ Owners without professional property managers (self-managing for years)
✔️ Families planning to transfer wealth without heavy capital gains tax

💡 How to legally defer capital gains taxes using a 1031 Exchange
💡 Turn equity into an investment earning $50K–$100K/year in passive income
💡 Why financial planners and real estate advisors work together (average client pays planners $15K–$20K for full exit + reinvestment plan)
💡 Options for owners who want to:
• Retire from being a landlord (no more midnight plumbing calls)
• Downsize but not lose wealth to taxes
• Keep real estate in the family — without burdening kids
💡 Smart strategies using DSTs, Trusts, TICs, and Passive Investments
💡 When selling makes sense vs refinancing or renting vs exchanging

Many Bay Area owners are sitting on millions of dollars of appreciation — and don’t realize they may owe hundreds of thousands in taxes if they sell.
This seminar shows how to:
✔ Protect your hard-earned equity
✔ Retire without losing cash flow
✔ Pass on property with less tax burden
✔ Partner with a fee-only financial planner + real estate advisor team for a smarter exit plan

Date: January 21, 2026
Time: 6:00 PM – 8:00 PM
Location: 3 Steve's Winery

Scott Lastname — Fee-Only Financial Planner & 1031 Strategist
In Partnership With: JPAR Iron Horse Real Estate Advisors

• You’re tired of tenants, repairs, and rent control headaches
• You’re considering selling but don’t want a heavy tax bill
• You want to retire, travel, or enjoy life more — without losing income
• You want a structured, tax-smart plan for your property wealth
• You want access to a trusted team: financial planner, real estate advisor, 1031 accommodator, estate attorney

📩 [email protected]
🌐 www.buildwealthexchange.com/

Event Venue & Nearby Stays

3 Steves Winery, 5700 Greenville Road, Livermore, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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