October 22, 2026
Owning investment property can be an important part of building long-term wealth, but there may come a time when managing that property no longer fits your goals. Maybe you are considering selling, wondering about the tax implications, exploring a 1031 Exchange, or simply looking for a way to step away from the day-to-day responsibilities of being a landlord.
On Wednesday, October 28, 2026, Elation Real Estate and Mirador Capital Partners are bringing local real estate and investment professionals together in Pleasanton for Elevate Your Investment Strategy, an educational evening focused on 1031 Exchanges and Delaware Statutory Trust (DST) investment strategies.
The goal is simple: help real estate investors better understand the options that may be available when deciding what comes next for an investment property.
October 28, 2026 | 5:30 PM–7:00 PM
Fusion Wine Bar
3030 Bernal Avenue, Suite 220, Pleasanton, CA
Elevate Your Investment Strategy is an educational event in Pleasanton designed for real estate investors who are considering selling or exchanging an investment property, simplifying their portfolio, or exploring alternatives to active property management.
The discussion will cover 1031 Exchanges, Delaware Statutory Trusts (DSTs), tax-deferral strategies, portfolio diversification, and long-term investment planning.
Whether you already know that a 1031 Exchange may be part of your next move or you are simply beginning to explore your options, the evening is an opportunity to hear from professionals across real estate, investment management, and 1031 exchanges.
For investment property owners, selling a property can potentially create significant tax considerations. A 1031 Exchangemay allow qualifying investors to defer capital gains and depreciation recapture taxes by exchanging an investment property for qualifying replacement real estate.
The key word is defer. A 1031 Exchange does not simply eliminate taxes, and the transaction must meet specific requirements.
That is why understanding the process before selling can be so important.
A properly structured 1031 Exchange may allow an investor to keep more capital invested rather than recognizing certain taxes immediately after a sale.
It can potentially be useful for investors who want to:
Because every investor and transaction is different, understanding the available options early can make planning your next move much easier.
A Delaware Statutory Trust, commonly known as a DST, is another strategy that some real estate investors may encounter when exploring a 1031 Exchange.
A DST can provide investors with fractional ownership interests in professionally managed real estate. Rather than directly purchasing and managing an entire replacement property, investors may have access to institutional-quality real estate without taking responsibility for its day-to-day property management.
For someone who has spent years managing rental properties, the idea of remaining invested in real estate while reducing management responsibilities can be especially interesting.
DST strategies may offer opportunities to explore:
More passive real estate ownership: Professional management may reduce the everyday responsibilities associated with direct property ownership.
Portfolio diversification: Rather than concentrating capital in a single individual property, investors can learn about strategies for expanding beyond traditional direct ownership.
1031 Exchange planning: Certain DST interests may potentially qualify as replacement property within a properly structured 1031 Exchange.
DSTs are not appropriate for every investor, which makes education and professional guidance particularly important before making a decision.
One of the most valuable parts of the evening will be the opportunity to hear different perspectives on real estate, investing, and the 1031 Exchange process.
Don Garman is Founder and Chief Investment Officer at Mirador Capital Partners. With more than 30 years of experience, Don leads Mirador's Investment Committee and the firm's proprietary investment strategies.
Gina Piper, Founder and Broker Associate of Elation Real Estate, brings more than 31 years of experience as a Realtor® and more than 1,500 successful real estate transactions to the conversation. Her extensive knowledge of Pleasanton and the Tri-Valley real estate market provides the local perspective investors need when considering the sale or repositioning of a property.
Chris Connolly is a Real Estate Specialist at Mirador Capital Partners. With 15 years of experience, Chris specializes in 1031 Exchanges and DST strategies and serves on Mirador's Investment Committee.
James Callejas is Vice President at IPX1031 and a Certified Exchange Specialist®, with extensive knowledge of IRS regulations and the 1031 Exchange process.
Together, the speakers will bring real estate, investment, and exchange expertise to the same conversation.
The evening is designed to make complex investment topics easier to understand and give property owners a clearer picture of the strategies they may want to explore.
Topics will include:
Learn how a properly structured 1031 Exchange may allow qualifying investors to defer capital gains and depreciation recapture taxes following the sale of an investment property.
Explore how DSTs may provide access to professionally managed real estate while reducing the day-to-day responsibilities associated with owning and managing property directly.
Learn about ways investors can think beyond owning and managing one individual property at a time and explore different approaches to real estate investment.
Consider how decisions surrounding your real estate portfolio may fit into your broader financial objectives and long-term plans.
You do not need to be ready to sell tomorrow to benefit from understanding your options.
This event may be especially useful if you:
Sometimes the best time to understand your options is before you need to make a decision.
Selling an investment property is different from selling a primary residence.
Your next decision may involve your real estate goals, taxes, replacement property, investment strategy and timing. With a 1031 Exchange in particular, there are specific requirements and deadlines that can make advance planning especially important.
That is one reason Elation Real Estate is hosting this conversation before investors reach the point where they have to make a rushed decision.
The goal is not simply to answer, “What can I sell my property for?”
It is also to start asking:
What do I want my investment portfolio to look like next?
A 1031 Exchange is a transaction that may allow qualifying real estate investors to defer certain capital gains and depreciation recapture taxes when selling investment real estate and acquiring qualifying replacement property.
A Delaware Statutory Trust is a legal structure that can allow multiple investors to own fractional interests in professionally managed real estate. Certain DST interests may be used as replacement property in qualifying 1031 Exchanges.
A DST is professionally managed, so investors generally do not have the same day-to-day management responsibilities associated with directly owning a rental property. However, DST investments involve their own considerations, risks and limitations.
No. Eligibility and suitability depend on the property, transaction, investor objectives and other circumstances. Investors should consult appropriate tax, legal and financial professionals regarding their individual situation.
No. The event is designed to be educational, so it can also be useful for property owners who simply want to understand their options before deciding what to do with an investment property.
Wednesday, October 28, 2026, from 5:30 PM to 7:00 PM at Fusion Wine Bar, 3030 Bernal Avenue, Suite 220 in Pleasanton.
The Tri-Valley has long attracted homeowners and real estate investors because of its desirable communities, employment centers, schools, lifestyle amenities, and access to the greater Bay Area.
But owning real estate is rarely a completely passive investment.
As circumstances change, an investment property that made perfect sense ten or twenty years ago may no longer align with an owner's lifestyle or long-term goals.
Understanding options such as a 1031 Exchange or DST investment strategy can help property owners begin a more informed conversation about what comes next.
At Elation Real Estate, we believe that real estate decisions should start with understanding your goals, your property, and the opportunities available to you.
If you own investment property in Pleasanton, Livermore, Dublin, San Ramon, Danville, or elsewhere in the Tri-Valley, we invite you to join us for an informative evening of conversation and education.
1031 Exchange & DST Investment Strategies
📅 Wednesday, October 28, 2026
🕠 5:30 PM–7:00 PM
📍 Fusion Wine Bar
3030 Bernal Avenue, Suite 220, Pleasanton, CA
Space is limited.
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