Master the 1031 Exchange - Advanced Real Estate Investment Strategies

SPEAKER - George Rosario (Luxe Stone Exchange Services)

Palm Beach Real Estate Investor Mastermind Presents Maximize Your Wealth Through Strategic 1031 Exchanges Join us for an exclusive deep-dive session into one of the most powerful wealth-building tools in real estate investing. Whether you're a seasoned investor looking to optimize your portfolio or exploring advanced strategies to defer capital gains taxes, this comprehensive workshop will equip you with the knowledge and actionable insights to leverage 1031 exchanges effectively.

What You'll Learn: Foundation & Strategy

• Understanding the fundamentals of IRC Section 1031 and how it applies to your investment goals
• Identifying qualifying properties and exchange structures that align with your portfolio strategy
• Timeline requirements and critical deadlines you cannot afford to miss

Advanced Implementation

• Reverse exchanges, improvement exchanges, and build-to-suit transactions
• How to structure exchanges for maximum tax deferral and wealth accumulation
• Creative strategies for challenging market conditions and unique property types

Real-World Applications

• Case studies from successful Palm Beach area exchanges
• Common pitfalls and how to avoid costly mistakes
• Working effectively with qualified intermediaries and your professional team

Portfolio Optimization

• Using 1031 exchanges to upgrade property quality and increase cash flow
• Geographic diversification strategies through exchanges
• Exit planning and long-term wealth preservation techniques

Who Should Attend:

• Active real estate investors with existing portfolios
• Investors planning property sales in the next 12-24 months
• Real estate professionals advising investor clients
• Anyone seeking to understand advanced tax-deferral strategies

Take Action:

Come prepared with your specific scenarios and questions. This interactive session will include Q&A time where you can get direct insights on your investment situations.

Light refreshments will be provided. Bring your business cards for networking opportunities with fellow Palm Beach area investors. ​

About Palm Beach REI Mastermind: Our group connects serious real estate investors throughout Palm Beach County, providing education, networking, and deal flow opportunities to help members scale their investments and build lasting wealth.

Also check out other Workshops in Boca Raton.