Adam Wizner, NMLS #75608

10/12/2026

The LLC remains one of the most common structures for owning investment real estate.

When partners decide to go their separate ways, a strategy known as a drop and swap may be used. In some cases, this is done one or two years before a sale.
In other situations, especially when debt is involved, the restructuring may occur at closing after the mortgage is paid off.

By retitling the property as tenants in common, each partner may then choose to complete their own 1031 exchange or recognize taxes individually.

Timing, structure, and lender cooperation all matter.

If you are in a partnership and considering a sale, planning early can make all the difference.

09/18/2026

Swap till you drop!!

A 1031 Exchange allows an investor to Defer their capital gains and depreciation recapture taxes, NOT eliminate them… This is a common misconception.

They are deferred until you sell the property or pass away- in which case your heirs can benefit from the step up in basis.

Smart investors who no longer want to deal with the day to day management of tenants and investment properties, find that they can transition to passive investments within 1031 exchange- and continue to defer the taxes this way until they pass away.

We fondly refer to this strategy as SWAP TILL YOU DROP!!

Delaware statutory trusts, or DST’s work very well in this scenario since they are completely passive investments giving the investor their time freedom back, and can be easily repeated over and over deferring taxes till your heirs get the step up in basis.

Lets face it, no one wants to pay the IRS 30-40% of their investment portfolio!

For more information on how you or your clients can benefit from this, request my free brochure… I look forward to being a resource for you!

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DST investments are speculative, illiquid and can expose investors to risks including the
potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC. 1031 Securities, Inc. and 1031 Financial are unaffiliated.

07/29/2026

𝗧𝗶𝗿𝗲𝗱 𝗼𝗳 𝗧𝗲𝗻𝗮𝗻𝘁𝘀 & 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆??
Keep Growing your wealth by staying invested in Real Estate - WITHOUT triggering a capital gain tax and stay invested in a passive way.

A DST, or Delaware Statutory Trust allows investors to exchange their actively managed property for a diversified portfolio of institutional sized assets generating a passive income!

And you get to keep your traditional RE benefits of appreciation, depreciation, and the step up in basis!

Call or DM me for a free brochure that explains how you can do this for yourself!

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𝘋𝘚𝘛 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘳𝘦 𝘴𝘱𝘦𝘤𝘶𝘭𝘢𝘵𝘪𝘷𝘦, 𝘪𝘭𝘭𝘪𝘲𝘶𝘪𝘥 𝘢𝘯𝘥 𝘤𝘢𝘯 𝘦𝘹𝘱𝘰𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘵𝘰 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦
p𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘦𝘯𝘵𝘪𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭, 𝘱𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘷𝘢𝘭𝘶𝘦 𝘭𝘰𝘴𝘴, 𝘧𝘰𝘳𝘦𝘤𝘭𝘰𝘴𝘶𝘳𝘦 𝘢𝘯𝘥 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘤𝘰𝘯𝘵𝘳𝘰𝘭. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 1031 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴, 𝘐𝘯𝘤., 𝘮𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊. 1031 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴, 𝘐𝘯𝘤. 𝘢𝘯𝘥 1031 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘳𝘦 𝘶𝘯𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥.

07/23/2026

𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀: 𝗞𝗲𝗲𝗽 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝘆𝗼𝘂!!
Federal and State Capital Gains plus Depreciation recapture taxes can cost you 35-40% of your hard earned equity!!

Learn how you can sell your property, and keep your equity working for you in Institutional sized real estate generating a passive income, without the day to day management of tenants!

It all starts with a free brochure, DM me and I will send you a copy!

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DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and
loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC. 1031 Securities, Inc. and 1031 Financial are unaffiliated.

07/17/2026

06/25/2026

𝗔𝗧𝗧𝗡 𝗟𝗔𝗡𝗗𝗟𝗢𝗥𝗗𝗦: Are you tired of the day to day management of tenants, toilets, & trash?? Did you know there is a way you can sell your investment property, defer the capital gains taxes, and roll ALL of Your equity into a professionally managed, Institutional sized property generating a PASSIVE Income?? And you may still get to benefit from Depreciation, Appreciation, and the step up in basis!!

Take the first step to realizing the true time freedom you thought your investment properties were going to give you--- with Passive management and income!

Reach out for a copy of our brochure on how to utilize a DST in a 1031 exchange and get all the details.

,

DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC. 1031 Securities, Inc. and 1031 Financial are unaffiliated.

06/15/2026

Attention…Attorney’s & Realtors! Do you have clients coming up against the 45-day deadline on a 1031 exchange?

Investors know they want to defer taxes, but the clock starts moving really fast the second a property closes.

Well, we have options!

With a Delaware Statutory Trust, or DST, investors can identify a replacement property the same day-- and move into professionally managed institutional-sized real estate generating a passive income!

So, if your client is running out of time, needs help with an ID, or even looking for an alternative ID, give me a call to discuss options.

I’m happy to be a resource for you!

04/10/2026

Spent some time recently showing landlords how they can Exchange their Investment properties, for ownership in professionally managed Class A institutional quality assets! Leaving the TENANT issues and day to day management behind while keeping the tax advantages and monthly income,,,, And DEFERRING the capital gain!! DM me if you would like info on how you can do this too!
#1031

11/19/2024

A Reverse Mortgage, also known as a Home Equity Conversion Mortgage (HECM), is a loan available to homeowners 62 years or older. This loan allows you to withdraw part of the equity in your home. If you are looking for supplemental funds during retirement, a Reverse Mortgage may be just the right choice. Contact me to learn more.

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09/16/2024

There are so many benefits to -- but historical low interest rates top the chart! Contact me now to find out more information on refinancing your home loan.

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