Humanety Challenge

Join us for LEARNin Local 1031 LIVE on Thursday, June 25 at 1:30 PM PST for an important conversation on "Estate Planning Considerations for Your Investment Real Estate."

For many investors, building a real estate portfolio is only part of the journey. The next challenge is creating a plan that helps preserve wealth, protect assets, and efficiently transfer investments to future generations. Whether you own a single investment property or a diversified portfolio, understanding how estate planning strategies can impact your long-term goals is essential.

During this LIVE discussion, we'll explore key estate planning concepts that real estate investors should consider, including wealth preservation, legacy planning, tax implications, step-up in basis opportunities, ownership structures, and strategies designed to help families maintain and transition investment assets. We'll also discuss how estate planning can work alongside investment strategies such as 1031 Exchanges, Delaware Statutory Trusts (DSTs), and other wealth-building tools commonly used by investors.

Our goal is to provide practical education and real-world insights that help investors make informed decisions about protecting what they've worked hard to build.

Whether you're actively investing, planning for retirement, or thinking about the future of your real estate holdings, this episode will offer valuable information to help you better understand the intersection of real estate investing and estate planning.

Join us LIVE and bring your questions.

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