Eventinvestment February 3, 2022

Reminder: This Saturday Feb 5 @ 10 am: Capital Gains Tax Options including Delaware Statutory Trusts! Breakfast & Learn with Guest Speaker Karen Templeton

Hello Readers!

Just read an article recently that the use of Delaware Statutory Trusts (DSTs) have increased recently as more and more property owners with investment property, rental property and income income property decide to sell to take advantage of the real estate environment and high prices, and instead of paying the capital gains tax, opt to use some of these available vehicles such as the DST to defer capital gains.

If this is something you have been thinking about, exploring, pondering, and researching, don’t miss this Saturday’s Zoom seminar on this very topic – Capital Gains Tax Options including DSTs and other methods and vehicles which allow property owners to sell their property which has significant gain, and do an exchange into financial instruments.

My guest speaker is Karen Templeton of Forrest Wealth Strategies is Real Estate Investment Strategist specializing in securitized real estate investments (DSTs, TIC, OZ) and the 1031 Exchange to build Real Estate wealth.

Our speaker’s info:

Karen Templeton

Forrest Wealth Strategies, LLC

847 Monterey Street, Suite 201

San Luis Obispo, CA 93401

833.543.1031 office

805.801.4199 cell



If you have already signed up for this, you are on the list and will receive a Zoom link on Friday for you to jump on Saturday morning at 10 am.

If you have not signed up yet, please do so today ASAP so we can get you on the list to receive the Zoom link.

This should be an exciting seminar where we will learn takeaways that will enhance our wealth in this new year!

Reply to this email to RSVP.

Have an excellent weekend, everyone!



New On the Market


3 bedroom 2 bath plus den home in Long Beach $775,000. Open House this Saturday and Sunday 2 to 4 pm.

406 Poppy Street, Long Beach, CA 90805


Links to Market Stats:

Los Angeles County Median Prices

Orange County Median Prices

Long Beach City Median Prices