πŸ“… Free Zoom Event β€” Wednesday, April 15, 2026  Β·  5:00–6:00 PM  Β·  Space is Limited β€” Reserve Your Seat Today

(650) 242-4001 Call us with any questions
Free Educational Webinar

Say Goodbye to Rental Property Headaches β€” Discover How to Boost Your Cash Flow While Avoiding Capital Gains Tax

A FREE expert-led webinar for senior landlords with $1M+ in rental properties who want more income, less hassle, and a worry-free retirement.

πŸ“… Wednesday, April 15, 2026
πŸ•” 5:00 – 6:00 PM PST
πŸ’» Free Zoom Webinar
⏳ Registration closes soon β€” reserve your seat now
πŸ‘₯ Limited seats β€” confirmation email after signup

Reserve Your Free Seat

Zoom link sent to you 24 hours before the event. Educational only β€” nothing is for sale.

πŸŽ‰

Your Seat is Reserved!

Thank you! Check your email β€” your Zoom link is on its way.

πŸ“… Wednesday, April 15  Β·  5:00 PM PST
πŸ’» Check your inbox for the Zoom link
βœ… 100% Free β€” No Cost Ever
πŸŽ“ Educational Only β€” No Sales Pitch
πŸ‘¨β€πŸ’Ό Panel of CPAs & 1031 Experts
πŸ’» Join from Anywhere via Zoom

Everything Senior Landlords Need to Know About Taxes & Retirement Income

Whether you own one rental or a portfolio of properties, this one-hour session will give you real clarity and a clear path forward β€” from trusted experts who specialize in your exact situation.

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Less Stress, Simpler Investing

Reduce property management headaches and simplify how your wealth works for you.

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Boost Monthly Cash Flow

Explore strategies designed to improve income potential without β€œstarting over.”

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Defer or Avoid Capital Gains

Learn IRS-approved approaches to legally defer or reduce taxes when you sell.

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REITs, DSTs & Net Lease Options

Understand passive vehicles many senior landlords use to simplify retirement.

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Access to Vetted Experts

Get clear answers from specialists who work with landlords like you every day.

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Zero Sales Pressure

Educational only. Ask anything freely β€” our job is clarity, not pitching.

Meet the Advisors Who Will Guide You

Our panelists bring decades of combined experience helping senior landlords make smart, tax-efficient retirement decisions.

DST/REIT Advisor

DST/REIT Advisor

Founder, Upstream 1031

Specializes in 1031 exchanges and Delaware Statutory Trusts β€” helping landlords exit active management while deferring taxes.

Ruoyu Loughry CPA

Ruoyu Loughry

Certified Public Accountant

A seasoned CPA focused on tax strategy for real estate investors and retirees, with deep expertise in capital gains planning.

Exchange Specialist

Exchange Specialist

Vice President, IPX1031 – Fidelity National Financial

Brings institutional expertise in 1031 exchanges, helping property owners execute seamless, fully compliant transactions.

Event Details

DateWednesday, April 15, 2026
Time5:00 PM – 6:00 PM PST
FormatFree Live Zoom Webinar
CostCompletely Free
Reserve My Free Seat

Zoom link emailed 24 hrs before the event.
Space is limited β€” register today.

Clarity Without the Pressure

JM
β€œYou couldn't have been more forthcoming, more helpful. Anytime I had a problem you always solved it. I thought you went over and above the normal duties of an agent and I just sing your praises every time I talk to somebody that might need your help.”
β€” Bob Gervais, Senior Homeowner

Don't Miss This Free, Expert-Led Workshop

Join Bay Area senior landlords who are finally getting the answers they need about protecting their wealth and retirement income.

  • βœ“ Learn legal strategies to defer or avoid capital gains taxes
  • βœ“ Understand your options β€” REITs, DSTs, 1031 exchanges
  • βœ“ Get step-by-step guidance with no sales pressure
  • βœ“ Ask your questions live to a panel of real experts
  • βœ“ Walk away with clarity and a clear action plan

Register Now β€” It's Free

You'll receive your Zoom link the day before the event.

Educational event only. Nothing is for sale.

πŸŽ‰

Your Seat is Reserved!

Thank you! Check your email β€” your Zoom link is on its way.

πŸ“… Wednesday, April 15  Β·  5:00 PM PST
πŸ’» Check your inbox for the Zoom link