Return on Equity and Strategies for Deferring Taxes
Real estate can be a great long-term investment, but if you're willing to do a little more analysis, you can improve your understanding of your portfolio, and most importantly, your returns! Learn how you can use Return on Equity (ROE) to evaluate your portfolio properties and tax-efficiently reallocate your portfolio using 1031 exchanges and Delaware Statutory Trust (DST) investments. This presentation is geared toward long-term holdings, not flips.
Speaker: Austin Preece, CFP®, EA
Austin Preece, CFP®, EA owns Preece Financial Planning, LLC, an independent, fee-only registered investment adviser firm located in Eau Claire, WI. Austin provides financial planning and tax services to entrepreneurs, real estate investors, and young professionals. Follow Austin on LinkedIn or Facebook to see his daily posts with tips about personal finance and stay up to date with his blog and podcast!
WiscoREIA's Eau Claire Meeting Always Meets on the 2nd Tuesday of the month from 7:00 pm - 9:00 pm!
Hosts: AJ Minaker & Shaun Tutor
AJ first became interested in real estate in 2006. After years of contemplating, he bought his first house, a duplex that he and his wife made home for four years. Since then, they have purchased additional units and begun rehabbing single family homes.
AJ lives with his wife and children in the Eau Claire area. In his spare time, he enjoys spending time with his family, working out, personal training, and he recently started coaching youth basketball. The challenge of investing in real estate is something AJ enjoys.
He is always looking to share his knowledge and to continue learning about every facet of real estate.
Shaun became interested in real estate two years ago. He has a home improvement company and investing company, where he focuses on flipping and BRRRRing real estate with his brother. Shaun and his wife, Sam, have a podcast called “Tutors of Life” where they research life, so you don’t have to.
Shaun loves business, real estate, and investing, which are the main topics he discusses on his podcast. His first company he built, started in 2017 and sold in November of 2021 to focus on real estate. Shaun enjoys spending time with his wife and dog, Mimi and taking cruises in one of his classic cars.
Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!
Meeting Location:
River Jams
2940 109th St
Chippewa Falls, WI 54729
Please enjoy food, drinks, and TIP YOUR SERVERS!
6:30 pm - 7:00 pm - Doors open early for Networking
7:00 pm - 9:00 pm - Speaker Presentation
You can stay after the meeting as well to network! Remember to bring your deals!
Members are always FREE! Your first meeting with WiscoREIA is FREE!
After your first meeting, Non-Members are $30.00.
**We are now Cashless; no cash or checks will be accepted at the meeting**
