1031 Exchange Tax Deferral for Investors
Stephanie Kelsey
Division Manager | Asset Preservation, Inc.
Join the Greater Los Angeles Real Estate Investors Association (GLAREIA) on Thursday, May 21, 2026, for a practical and informative session titled “1031 Exchange Tax Deferral for Investors.” This presentation will break down how investors can leverage IRC Section 1031 to defer capital gains taxes when selling investment or business-use property by exchanging into like-kind replacement property. You will gain a clear understanding of the rules, structures, and strategies that make 1031 exchanges a powerful tool for long-term portfolio growth.
Attendees will explore key concepts including like-kind property requirements, exchange entities, and the role of Delaware Statutory Trust (DSTs) as a passive investment option. The session will also cover important considerations such as vacation home eligibility, holding periods, and the differences between delayed and reverse exchanges. In addition, you will learn the critical identification rules and timelines required to successfully complete an exchange while staying compliant with IRS regulations.
The evening includes networking, expert insights, and free attendance and parking at the Pacific Stay Hotel in West Covina.
About Stephanie Kelsey
Stephanie Kelsey is the Southern California Division Manager with Asset Preservation, Inc. Stephanie has committed the last decade of her career in real estate to specialize in 1031 exchanges, DST and REIT’s in both the residential and commercial sectors. She has facilitated hundreds of §1031 exchange transactions. In addition, she is a speaker educating investors and real estate professionals on the 1031 exchange process. She is committed to quality customer care, as well as providing the most current information available with regard to IRC Section 1031 exchanges. Stephanie has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions. Stephanie focuses on educating and servicing investors, attorneys, real estate brokers, agents, accountants, and financial advisors. Her exchange presentations are practical, thorough, and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies. Stephanie thrives most when working closely with clients. She provides exceptional quality service, and her business and personal relationships cast a wide net across Southern California and beyond.
You will learn:
- How IRC Section 1031 helps defer capital gains taxes
- What qualifies as like-kind property and key exchange rules
- How Delaware Statutory Trust (DSTs) fit into 1031 strategies
- Essential timelines, including identification and exchange deadlines
PLUS: Sam’s Insight
Event Schedule
- 6:30: Doors open, Networking, Vendors (in the outdoor courtyard)
- 7:30: Meeting starts
- 9:15: Meeting ends
- Networking until 10
VENUE:
Pacific Stay Hotel
3223 East Garvey Ave North
West Covina, CA 91791
PARKING: Plenty of FREE parking available.