Thank you for Registering for the 1031 Exchange Wealth Summit

Thank you for registering! You will receive an email with more information about the event, including details about the event location. Please reach out with any questions!

What To Expect

This event is designed for one thing: to help serious investors make smarter, more confident 1031 exchange decisions. By the end, you’ll have a clear understanding of:

Your options

A game plan for moving forward

The right contacts to help you execute successfully and without missteps

Whether you’re just beginning to consider a 1031 exchange, preparing to list a property, or currently under contract and searching for replacement properties, this summit offers a full day of education, strategy, and access to vetted teams and investment opportunities.

Event Agenda

Location: Westdrift by Marriott, 1400 Parkview Ave
Manhattan Beach, CA 90266

8:30 AM – 9:00 AM

Check-In & Networking

9:00 AM – 9:10 AM

Welcome & Opening Remarks

9:10 AM – 9:40 AM

Tax Strategies for Savvy Swaps with Hall CPA

9:40 AM – 10:10 AM

1031 Exchange 101 with Asset Preservation Inc.

10:10 AM – 10:30 AM

Break & Networking

10:30 AM – 11:00 AM

Investor Testimonials: Real Stories, Real Exchanges

11:00 AM – 12:00 PM

Replacement Portfolio Property Showcase (Featuring three of the most popular RealWealth markets: Dallas, Alabama, San Antonio)

12:00 PM – 12:20 PM

Expert Panel Discussion and Q&A

12:20 PM – 2:00 PM

1-on-1 Expo Conversations with Property Teams, Advisors, and RealWealth Coaches

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Strategic & Results Driven

The day is a tightly focused, high-value experience for investors who are ready to move. You’ll get access to:

Exclusive, qualified audience: Limited to 100 serious investors only

High-caliber content: Led by CPAs, QIs, attorneys, and active investors

Real-world application: See exactly how to reposition equity into cash-flowing, tax-efficient portfolios

Action-oriented format: Designed to equip you with everything needed to execute with confidence

FAQs: 1031 Exchange & Replacement Properties

How do I get started with my 1031 exchange?

Book a free Strategy Session with one of our experienced Investment Counselors. They can connect you with a 1031 exchange facilitator and help you narrow down markets for replacement properties based on your goals.

What is a 1031 exchange?

A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows investors to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into a like-kind property. This strategy enables the deferral of tax liabilities, facilitating portfolio growth and diversification. To learn more, read our post How To Do a 1031 Exchange: Rules & Definitions for Investors.

What are the key timelines involved in a 1031 exchange?

The IRS mandates two critical deadlines. The identification period is a 45-day window to identify potential replacement properties. The exchange period is the acquisition of the replacement property, which must be completed within 180 days of the sale of the relinquished property.

How can RealWealth help me with the 1031 exchange process?

There are a few ways we can help ensure you have a smooth and successful 1031 exchange. 1) We can connect you with our vast network of real estate professional resources, including 1031 exchange facilitators, lenders, CPAs, and more. 2) We can help you find replacement properties within your 45-day window by helping you narrow down a market and connect with vetted turnkey real estate companies with properties for sale now. 3) We can offer support throughout the process as you work toward all your deadlines, including your 180-day deadline. To start the process, schedule a strategy session with your investment counselor. If you are not a RealWealth investor yet, join today.

How can RealWealth help me find replacement properties in my 45-day window?

We can help you find replacement properties within your 45-day window by helping you narrow down a market and connect with a turnkey property team with properties for sale now. Investment counselors monitor the real-time inventory of all property teams weekly, so they can quickly connect you to the teams with the inventory you are looking for. To start the process, schedule a strategy session with your investment counselor. If you are not a RealWealth investor yet, join RealWeath.

Do the properties cost more because I buy through your network?

Properties sold by property teams in our network are never marked up! We are paid by broker referrals.

Where can I find a list of preferred 1031 exchange facilitators?

Our list of preferred 1031 exchange facilitators and other real estate industry referrals can be found under Resources.

Is there a cost associated with accessing RealWealth’s investor resources?

No, RealWealth offers its educational resources, network connections, and investment tools to its investors free of charge. Our mission is to provide valuable support to real estate investors without financial barriers.

Are there opportunities for personalized investment counseling through RealWealth?

Absolutely. RealWealth investors can schedule one-on-one strategy sessions with their experienced investment counselors to discuss individual investment goals, real estate investing strategies, and to receive personalized guidance tailored to their investment journey.

How does RealWealth get paid?

RealWealth is a licensed brokerage in California. When we refer an investor to a property team and that investor chooses to purchase a property through them, we receive a predetermined broker-to-broker referral fee from the proceeds of the sale. We never mark up the cost of properties sold by turnkey property teams in our network, and we never will. This business model allows us to continue providing valuable resources at no cost to our members. We also earn income through sponsorships, books, and educational courses.

Are there any fees associated with joining RealWealth?

No, becoming an investor at RealWealth is free. We are committed to providing valuable resources and connections without fees.

How long has RealWealth been around?

In 2003, Rich and Kathy Fettke founded RealWealth with the mission to educate investors about real estate investing and connect them with trusted turnkey property teams selling single family and multi-family investment properties. Today, they’ve helped more than 88,000 members acquire a total of $1.3 billion in real estate assets.

Thank you for Registering for the 1031 Exchange Wealth Summit

What To Expect