Radio Host 'Money Talk Radio AM 600 KOGO Radio' Certified Financial Planner® Financial Designs, Ltd.
CEO and President - Exeter 1031 Exchange Services & Exeter Trust Company
Rental Property Broker - Keller Williams Realty (Moderator)
1. What options are you interested in for your property?
Sell outright and pay taxes1031 Tax-Deferred Exchange to Other PropertySingle-Tenant Net Lease - Triple Net Property (NNN)Delaware Statutory Trust (DST)Charitable Trust PlanningNot sure (would like a consultation)
2. I would like to speak with:
Property Value Opinion - Doug Taber, CCIM1031 Exchange Intermediary - William ExeterDelaware Statutory Trust (DST) - Aubrey Morrow, CFP®Overall Review of Options - Aubrey Morrow, CFP®
3. Own Investment Real Estate? If so, what type?
Type
4. Are you an Accredited Investor? *
DST 1031 properties are only available to accredited investors. An accredited investor is an individual or couple with a $1,000,000 net worth exclusive of their primary residence. Or, it is an individual with an income of $200,000 a year for the last two years if single, or an income of $300,000 a year for the previous two years if married (with a reasonable expectation that the income levels stated above are sustainable).
YesNo
5. How did you hear about the webinar?
RadioUS Mail / PostcardEmailFacebook / InternetPhone Call
6. FREE OFFER "A guide to 1031 exchanges"
Please email me "A guide to 1031 Exchanges "
7. Contact Information *
8. How can we improve? Additional Comments/Questions: