Wine, Wealth & 1031 Exchanges

Owners of 2–4 unit apartment properties are invited to attend a private, educational evening focused on 1031 exchange planning, capital preservation, and reinvestment strategies — hosted in a relaxed, refined setting with wine and conversation.

This event is designed for property owners who are considering a sale now or in the coming years and want a clearer understanding of how a 1031 exchange may support their long-term financial and estate-planning goals.

Attendance is limited to maintain a high-quality, discussion-focused experience.

Who This Evening Is For

This event is intended for:

• Owners of small apartment properties (2–4 units)

• Investors evaluating a potential sale or exit strategy

• Owners seeking to reduce capital gains taxes and plan next steps

• Individuals interested in simplifying ownership without rushing a decision

No prior exchange experience is required.

What You Will Learn

During this guided, educational evening, attendees will gain clarity on:

• When a 1031 exchange is appropriate — and when it may not be

• The step-by-step mechanics of completing a successful exchange

• Common mistakes and red flags that can derail tax deferral

• How Delaware Statutory Trusts (DSTs) are commonly used as replacement property

• Practical examples of current DST investment offerings

The goal is to help you make informed decisions before you sell, not after.

Evening Agenda

4:30 – 5:00 PM (Arrival & Check-In)
Guests arrive, check in, and receive drink tickets. Wine and light hospitality will be available.

5:00 – 5:30 PM (1031 Exchange Fundamentals with Tera)
Tera will provide a clear, structured overview of:

• Who qualifies for a 1031 exchange

• What types of properties qualify

• The step-by-step 1031 exchange process

• Key red flags and common planning mistakes to avoid

This segment is designed to establish a strong foundation and address the most frequent questions property owners have before selling.

5:30 – 5:45 PM (Understanding DSTs with Matt Ayer)
Matt Ayer will explain how Delaware Statutory Trusts (DSTs) are used in 1031 exchanges, including:

• Addressing common misunderstandings about DSTs

• How DSTs differ from direct property ownership

• Examples of current DST investment offerings

This discussion will focus on education and structure, not recommendations.

Register here to watch it online.

What This Event Is — and Is Not

This is:

• An educational discussion, not a sales presentation

• A small-group, invite-only event

• A forum for learning, not pressure or pitching

There is no obligation to invest, exchange, or take action.

Event Details

📅 March 5, 2026 at 5 PM
📍 Bistro Saint Germain 302 Main Street, Seal Beach
🍷 Wine and light hospitality will be served
🎟 Only 32 tickets available to claim two complimentary glasses of wine

Reserve Your Seat

If you have received this invitation, we believe this discussion may be relevant to your long-term planning.

Please RSVP to confirm your attendance.

Space is limited to ensure a comfortable and engaging experience for all guests.

Call or text Nat at 562-375-4436 to get a ticket (and 2 free drink vouchers).

Can't make it to our event? Click the link below to join us online.