Please join us for a private educational lunch seminar on March 25th, 2026 at 12:00pm.

Where: Jimmy’s Famous Tavern, 25001 Dana Point Harbor Drive, Dana Point, CA

Speakers will provide an overview of the economic and regulatory factors driving rental housing providers to relocate their equity away from the West Coast, address the market and tax concerns owners have about selling, cover the basics of 1031 exchanges, and describe the most common passive replacement options for investors seeking to retire from being active landlords.

Each seminar includes a hosted meal, structured discussion, and open Q&A in a relaxed setting.