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Why 1031 Exchange? Explainer Video

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Welcome to the 1031 Exchange and Delaware Statutory Trust and Masterclass for the last 25 years, I’ve helped hundreds of investors take a big leap in their investment know-how and shared specific insights that have helped them grow their understanding of real estate.

This masterclass will explain the ins and outs of a 1031 Exchange and the strategic and significant ways to leverage a 1031 Exchange for your real estate investments.

It covers many of the detailed rules and regulations and the exact next steps you must take to accomplish a successful exchange and deferral of capital gains tax.

The masterclass consists of five segments that will cover the timelines and exactly what is expected of you.

We’re going to go into detail about the three property replacement rules, and we will cover a concept in a 1031 Exchange that’s referred to as “The Boot.”

And we’re going to go in-depth on the do’s and don’ts in a segment as well as a discussion of why many successful real estate investors rely on the 1031 Exchange as a key part of their wealth creation strategy.

Have you ever heard of a Delaware Statutory Trust?

A Delaware Statutory Trust is an amazing way that sophisticated real estate investors use property interests to solve many of the problems and concerns that they face with their real estate investments.

In the masterclass, we will cover the Delaware Statutory Trust and go into detail on how to use it to our advantage.

This class is for anyone who wants to learn some of the best practices of some of America’s most successful real estate investors by leveraging our tax code to their advantage. It’s an expanded study of the dozens of articles I’ve written as a subject matter expert, and it covers these strategies in such detail that participants are sure to leave the masterclass with excitement and confidence.

So if you’re ready to take a big leap in your investment knowledge, grab something to take notes with, get your favorite beverage, find a place to get away from all the distractions.

And let’s dig into this Masterclass together.


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The Woodlands, Texas 77380

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There are material risks associated with investing in DST and QOZ ( Qualified Opportunity Zones) properties and alternative real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your situation. This is not a solicitation or an offer to sell any securities. THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES DESCRIBED HEREIN. AN OFFERING IS MADE ONLY THROUGH DELIVERY OF THE PPM and to accredited investors only. THIS MATERIAL MUST BE PRECEDED OR ACCOMPANIED BY A CURRENT PPM WHICH SHOULD BE READ IN ITS ENTIRETY IN ORDER TO UNDERSTAND FULLY ALL OF THE IMPLICATIONS AND RISKS OF THE OFFERING OF SECURITIES TO WHICH IT RELATES. Please consult the appropriate professional regarding your individual circumstance. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. For additional information, please contact 281.466.4843 or www.Provident1031.com. Fee-based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas, and the State of Louisiana. Insurance products and services are offered through Goodwin Financial Group. Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies. Provident Wealth Advisors, LLC does not offer legal or tax advice. Consult the appropriate professional regarding your individual circumstance. Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Important Notice - If you are investing in Alternatives your tax advisor may require you to file a tax return in the state where the subject property is located which could result in additional cost associated with your investment. Any additional expenses associated with any required tax filing are the sole responsibility of the investor/client.

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