Retire for Real
Maximize Your Wealth. Minimize Your Taxes. Eliminate Landlord Headaches
Your rental property has served you well—but is it serving you NOW?
Are you dealing with deferred maintenance, tenant issues, and rising costs?
Is your rental income keeping up with your property’s appreciation?
Are you ready for true financial freedom but stuck in landlord responsibilities?
If your cash flow hasn’t kept pace with your property’s rising value, you’re not alone. The reality is, homes often appreciate faster than you can raise rents—meaning your equity is sitting idle, underperforming. It’s time to put your hard-earned equity to work.
The Secret Strategy: Passive Investing with DSTs
You probably already know about 1031 Exchanges, but what no one has told you is that there are options beyond direct property ownership. For years, high-net-worth investors have been quietly using this powerful IRS-approved replacement property option to unlock the full potential of their equity while freeing themselves from the burdens of active property management.
Passive replacement property options like the Delaware Statutory Trust (DST) allow you to:
Trade the headaches of property management for truly passive income
Own institutional-quality real estate with professional management
Diversify across multiple assets while deferring capital gains taxes
Reduce liability and enjoy a truly passive investment experience
Build a financial legacy for your heirs while securing the income you deserve
You’ve worked hard for your investments—now it’s time to make them work for you.
Join us at Retire For Real – A 1031 Mastermind & Strategy Session
Join us for Retire For Real, a hands-on 1031 Exchange Mastermind & Strategy Session, where our team of experts will help you create a personalized plan to maximize your returns and transition to passive income through tax-advantaged investing.
What You’ll Get:
1-on-1 Consultation with a 1031 Exchange Expert – Get your questions answered and create a tailored strategy based on your unique investment goals.
Cash Flow Analysis of Your Current Property – Understand how your investment property is truly performing and explore better options.
Personalized 1031 Exchange Roadmap – Leave with a step-by-step guide to executing a successful exchange.
Exclusive Insight into Passive Investing Options – Learn how to transition from active landlord to passive investor while still generating strong returns.
The Confidence to Take Action – Leave with a clear understanding of how to move forward with a tax-advantaged strategy.
Our Team of Experts Includes:
Jamie Furlong
Managing Partner,
Legacy Investments & Real Estate
Erica Traulsen
Investment Advisor Representative,
Legacy Investments & Real Estate
Sherrisa White
REALTOR,
Specializing in Creative Acquisitions
DRE 02153160
Russell Marsan
Senior Vice President,
IPX1031
This is NOT just another seminar—it’s a hands-on, strategy-driven mastermind session where you’ll get 1-on-1 expert guidance and leave with a clear plan to unlock your cash flow potential.
Whether you’re looking to increase cash flow, eliminate management hassles, or create a legacy for your heirs, the Retire For Real workshop is your opportunity to take control.
Get a Free, No-Obligation Cash Flow Analysis of Your Rental Property
Is your cash flow keeping up with your property’s value? Find out with a complimentary analysis.
Discover:
Your current cash flow vs. potential cash flow if you optimize your investment.
How much equity is trapped in your property—and what it could be earning for you.
If a 1031 Exchange could increase your monthly income while deferring taxes
Tax-advantaged ways to increase your monthly income without the headaches of direct ownership
Your path to retirement starts here.
If you’re ready to retire for real with the income you deserve, now is the time to take action.