Wine Country Talks

Real Estate Investment Seminar & 1031 Exchanges with Russell Marsan

Russell Marsan

Are you a new investor looking to buy your first investment property, or are you a seasoned investor looking for some ideas on how to better position your real estate in this shifting market? Either way, this 1-hour presentation will share strategies on how to build wealth with a 1031 Exchange and how to navigate any real estate market cycle to better meet your financial objectives.

  • 2024 tax update
  • How to build more equity for your retirement
  • How to use a 1031 Exchange to build wealth
  • Real estate investor strategies
  1. Appreciation vs. cash flow
  2. Buying/selling out of state
  3. Buying a vacation/second home with a 1031 Exchange
  4. How to eliminate the headaches of owning rentals
  5. Estate planning tips
  • How to reposition your real estate investments to better meet your current financial goals
  • And more…

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Previous Wine Country Talks

Check out these past videos for some pretty useful information.

Real Estate Investment Seminar & 1031 Exchanges

Are you a new investor looking to buy your first investment property, or are you a seasoned investor looking for some ideas on how to better position your real estate in this shifting market? Either way, this 1-hour presentation will share strategies on how to build wealth with a 1031 Exchange and how to navigate any real estate market cycle to better meet your financial objectives.

  • 2024 tax update
  • How to build more equity for your retirement
  • How to use a 1031 Exchange to build wealth
  • Real estate investor strategies
  1. Appreciation vs. cash flow
  2. Buying/selling out of state
  3. Buying a vacation/second home with a 1031 Exchange
  4. How to eliminate the headaches of owning rentals
  5. Estate planning tips
  • How to reposition your real estate investments to better meet your current financial goals
  • And more…

Join us Wednesday, December 4th at 5:30pm, to hear Dr. Robert Eyler, discuss U.S. and California economic overview and forecast and regional economic overview as linked to Napa County, Sonoma and surrounding area's housing markets.

  • Protect Your Property: Ensure your real estate is smoothly transferred without costly delays or court.
  • Avoid Probate Pitfalls: Learn how to keep your home out of the long, expensive probate process.
  • Plan for the Future: Get tips on trusts, powers of attorney, and TOD deeds to protect your assets.

Wednesday, October 16th | 5:30pm - 6:30pm

  • Prop 19 Base Year and Intergenerational Reassessment Exclusions
  • Current Real Estate Market Vis a Vis Values
  • Homeowner Exemption (only 80% eligible file)

Travis Robertson

The Sales-Maker Playbook

Wine Country Talks

Join us for an enlightening session with John Tuteur, Napa County Assessor-Recorder- County Clerk. John will discuss the significant advantages of Proposition 19 for homeowners aged 55 and above who want to move to a new home anywhere in California.

How Prop. 19 Works: You can transfer your original home’s Proposition 13 base year value when moving to a new home with possible adjustment depending on whether you buy a more expensive replacement.

Napa Fire Wise

  • What is Napa Fire Wise?
  • Defensible Space Reimbursement
  • County Chipping Programs
  • Hazardous Fuel Reduction Available
  • Other Resources are Available to the Public?
  • Where, and How, to Create Defensible Space on Your Property
  • Questions?

NAPA
1775 Lincoln Avenue
Napa, CA 94558
707-258-5200
Manager: Logan Songer
SAINT HELENA
1200 Main Street
Saint Helena, CA 94574
707-963-1152
Manager: Ward Smith
SONOMA
34 W. Spain Street
Sonoma, CA 95476
707-996-3232
Manager: Logan Songer
COMMERCIAL
1775 Lincoln Avenue,
Napa, CA 94558
707-258-5200
Manager: Ward Smith
CA DRE# 02013646
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