Beyond the 1031: What to Do When It's Time to Move Into Other Investments

About this event

Ready to sell real estate and NOT buy more? Learn how a trust and installment sale may let you defer capital gains while moving your equity into other investments—and understand the tradeoffs before you decide. Time: 6:00 AM–11:00 AM Pacific Price: $47 for members and $97 for nonmembers through October 22; $67 for members and $127 for nonmembers after Speaker: Todd VanMeter Todd has 38 years of real estate experience as an investor, home builder, and property manager. He founded Blue Hat Wealth after selling a portfolio of homes and using a trust and installment sale to defer capital gains. NOTE: RSVPing here does NOT get you a link: you'll need to register at our website, [HERE (https://www.lareia.club/Events.aspx?ID=Beyond-the-1031-What-to-Do-When-It-s-Time-to-Move-Into-Other-Investments-But-You-Still-Want-to-Defer-Those-Capital-Gains-212-10-24-2026), to do that.] If you’re a more seasoned investor, you may be facing this problem: You've built equity in your real estate. Now you'd like to put some of it into something that doesn't require owning and operating another building. But selling can mean a substantial capital gains tax bill… …and “Do a 1031 exchange” isn't much of an answer if you're trying to move OUT of directly owned real estate. On Saturday, October 24th, Todd VanMeter will explain the Deferred Income Trust strategy he works with, which uses an irrevocable trust and an installment sale to pursue tax deferral while creating a path into other investments. You'll learn how the transaction fits together, where the proceeds go, how payments to the seller work, what control you give up, and what to review with your attorney and CPA before considering it. You'll also explore how it compares with other exit strategies, and examples involving properties, portfolios, businesses, and partnership interests. This is for active and experienced investors who are thinking about what comes NEXT for the equity they've built—and want to understand the details before making that decision. Saturday, October 24th, 6 a.m.–11 a.m. Pacific Time, online. $47 for members/$97 for nonmembers through Thursday, October 22nd; $67/$127 after. The workshop will be recorded and all registrants will receive the recording, so register even if you can’t attend live. 100% satisfaction guaranteed or your money back. Again, RSVPing here on meetup does NOT get you your link! Go HERE (https://www.lareia.club/Events.aspx?ID=Beyond-the-1031-What-to-Do-When-It-s-Time-to-Move-Into-Other-Investments-But-You-Still-Want-to-Defer-Those-Capital-Gains-212-10-24-2026) for full details and to register.