More Than a Swap: Creative 1031 Strategies for Smart Investors

Webinar
Written By Rachel Fisher

Think you know everything about 1031 Exchanges? Think again. In this recorded webinar, we’ll go beyond the basics and explore lesser-known 1031 Exchange strategies that can create greater flexibility, unlock new opportunities, and help investors realign their portfolios with their evolving goals. We’ll also break down how Section 1031 can work in tandem with the Section 121 primary residence exclusion to create powerful tax advantages. Whether you're an experienced investor or advising clients on real estate strategies, this session will uncover powerful strategies you may be missing.

Speaker: Jana Reyes, Vice President of Business Development at Asset Preservation, Inc.

Host: Jamie Furlong, Managing Partner at Legacy Investments & Real Estate

About the Speaker:

professional headshot of Jana Reyes

Jana Reyes is the Vice President of Business Development at Asset Preservation, Inc. For two decades, Jana has been a licensed real estate professional with a focus on handling investment real estate and facilitating 1031 exchange transactions. Jana has an extensive background in IRC §1031 tax-deferred exchanges and all aspects of real estate transactions, both residential and commercial. Jana often presents to real estate investors, attorneys, brokers, accountants, and financial advisors. Her exchange presentations are practical, thorough, and include real-life exchange scenarios to illustrate a wide range of investment and tax strategies. Jana truly enjoys working with her clients, providing exceptional service, and maintaining relationships across Northern California and beyond.

 

Legacy Investments & Real Estate is your partner in passive real estate.

We are passionate in our pursuit to help every investor build their financial legacy by unlocking the power of passive real estate. Through custom strategies aligned to their unique goals and needs, we provide investors with the potential for all the benefits of real estate investing without the headaches of property management.

Connect with Jana:

 
looking up at tall multifamily apartment investment property building with green overlay

Ready for professional, tailored guidance on your passive real estate investment needs?

Get Started

 

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