Benefits of Attending

1) You will learn how to leverage Delaware Statutory Trusts to execute seamless 1031 exchanges, defer capital gains taxes, limit personal liability, and eliminate active management responsibilities.

2) You will understand the mechanics of how DSTs work, their benefits, and key considerations to ensure they align with your investment strategy.

3) You will discover how to choose the right DSTs from a marketplace of 60-90 options, tailored to your (or your client’s) goals, while spotting red flags many investors overlook.

About the Spearks:

Ryan Thomas and Jon Taylor are Registered Representatives at JRW Investments. They lead a national team that specializes in helping high-net-worth investors transition from actively managed real estate into diversified, tax-efficient, passive investment portfolios. They each maintain Series 7, 22, SIE, and 63 Securities Licenses through Lighthouse Capital Group, LLC, Member FINRA/SiPC.

Ryan and Jon are known for their consultative approach and deep knowledge of 1031 exchanges, DSTs, and REIT strategies. They equip their clients with the tools they need to preserve wealth, minimize taxes, and create lasting legacies. Outside of work, they both enjoy golf and time with their families.