CRE Investment Opportunities Using Advanced Tax Deferral Strategies
Many Bay Area investors have realized significant appreciation during the recent real estate cycle. An increasing number of older investors are also growing tired of managing their portfolios and are considering exit options where they can avoid paying capital gains and achieve higher income.

Join us in Oakland on February 12 as author and investment advisor Paul Getty shares insights into new tax deferral and reinvestment options. The result: more listings and more income for clients, while reducing day-to-day management responsibilities.

Paul Getty is founder and CEO of First Guardian Group, a national investment advisory firm based in San Jose, CA that has assisted over 5,000 individual investors with options including those that are not yet well known by commercial real estate advisors.

Topics include:

• Updates on recent changes to 1031 Exchange rules
• Growing use of installment sale strategies to defer taxes
• Comparison of 1031 Exchange, Deferred Sale Trust, and Monetized Installment Sale options
• Reasons behind the explosive growth of Delaware Statutory Trust (DST) options
• How to use DST options to obtain more listings
• Hot markets where investors can obtain both higher income and appreciation
• Compensation options for agents and brokers

This presentation will include case studies and an overview of valuable marketing and prospecting tools that attendees can immediately implement to expand their pipeline.

Attendees will receive a digital copy of Paul’s best-selling book entitled Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST) which is also available from Amazon and other retail outlets.