WEBINAR RECORDING

1031 Exchange Fundamentals: Retirement and Tax Planning for Landlords and Real Estate Investors

May 4, 2026

About This Webinar

In this webinar, Archer Investors Managing Partner Beth Veloz covers:

  • Who Uses 1031 Exchanges: Understanding the ideal candidates for this tax-saving strategy.

  • Transaction Process Overview: A clear, step-by-step look at how the exchange process actually works.

  • Delaware Statutory Trusts (DSTs): Exploring DST real estate as an alternative, passive investment option.

Key Planning Goals Discussed:

  • Retiring from the day-to-day hassles of active property management

  • Potentially increasing your monthly cash flow

  • Diversifying your real estate portfolio to mitigate risk

  • Transitioning your investments into different real estate markets

  • Positioning your real estate wealth for long-term estate and legacy planning

Duration

28:03 mins

Presenter

Beth Veloz

Beth Veloz

CEO & Managing Member

Beth serves as CEO and Managing Member of Archer Investors, where she guides the firm’s exchange and planning work. She works with clients at moments where portfolio structure, tax strategy, succession, and timing converge into long-term lifestyle and legacy decisions.

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