Wine, Wealth & 1031 Exchanges

An Invite-Only Educational Evening for Small Apartment Owners

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.

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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.

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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.

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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.

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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

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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 (562) 442-4762 to get a ticket (and 2 free drink vouchers).