Hold, Sell, or Exchange?

After decades of building wealth through your rental property, how do you protect what you've built — and decide what comes next? For many long-term single-family rental owners, the math has quietly shifted. Depreciation runs out, expenses climb, and equity sits locked in an asset that may no longer be working as hard as it once did. In this one-hour class, Austin Bowlin, CPA will walk through a case study of a couple weighing three options for their long-held rental — hold it, cash out, or exchange into a Delaware Statutory Trust (DST). You'll see exactly how each path affects after-tax income, equity preservation, and lifestyle.

Formal legal advice and review is recommended prior to selection and use of this information. RHAWA does not represent your selection or execution of this information as appropriate for your specific circumstance. The material contained and represented herein, although obtained from reliable sources, is not considered legal advice or to be used as a substitution for legal counsel.

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