Business Details
27 Years
experience
Trusted 1031 Exchange Advisors in Kirkland, WA
Real Estate Transition Solutions has been a trusted leader in real estate investment strategies for over 26 years. Specializing in tax-deferred 1031 Exchange solutions, we empower property owners to transition investments while optimizing financial and lifestyle objectives. Our team of 21 seasoned professionals combines deep industry expertise with rigorous due diligence to deliver personalized guidance. We prioritize education and transparency, ensuring clients understand all replacement property optionsfrom Delaware Statutory Trusts to REITsbefore making informed decisions.With offices across the West Coast, our firm maintains a client-first philosophy, offering comprehensive market analysis and sponsor vetting to mitigate risks and maximize returns. Our advisors hold multiple securities licenses and maintain affiliations with leading financial institutions, reinforcing our commitment to authoritative, trustworthy service.
Services
1031 Exchange Advisory
DST Investment Services
Real Estate Transition Planning
Tax-Deferred Strategies
Investment Property Analysis
Details
- Year established: 1999
Highlights and features
- We offer 26+ years of specialized expertise in 1031 Exchange strategies.
- Our team includes licensed advisors with Series 7, 63, and 65 securities licenses.
- We provide rigorous due diligence on all replacement property options.
- Our client-first approach prioritizes personalized financial and lifestyle objectives.
- We maintain a fully integrated 1031 Exchange process with West Coast offices.
Services
1031 Exchange Advisory
Our licensed advisors guide clients through IRS-compliant 1031 Exchanges, focusing on debt matching requirements and replacement property selection. We analyze financial goals to recommend optimal strategies while maintaining strict adherence to 45-day identification and 180-day closing deadlines. Our process includes market analysis, risk assessment, and coordination with qualified intermediaries.
DST Investment Services
We connect investors with institutional-grade DST properties offering passive income streams. Our team evaluates sponsor credibility, asset performance metrics, and geographic diversification opportunities. Services include DST marketplace access, PPM review, and suitability analysis for accredited investors seeking tax-efficient transitions.
Real Estate Transition Planning
Our customized transition plans consider clients' financial objectives, risk tolerance, and lifestyle goals. We compare various exit strategies including UPREIT conversions and installment sales. The process involves tax liability modeling, cash flow projections, and long-term wealth preservation planning tailored to individual circumstances.
Tax-Deferred Strategies
We specialize in tax-efficient structures beyond basic exchanges, including charitable remainder trusts and installment sales. Our advisors collaborate with CPAs to optimize depreciation schedules and basis calculations. We provide detailed tax liability projections demonstrating potential savings from properly structured transactions.
Investment Property Analysis
Our due diligence process evaluates replacement properties using proprietary financial models and third-party market data. We assess cap rates, occupancy trends, lease structures, and geographic growth potential. Clients receive comparative analyses highlighting risk-return profiles across different asset classes and investment horizons.
People
Roger W. Bowlin
Founder and Partner
Roger founded RETS after 20+ years in real estate construction and brokerage. He holds Series 7, 22, 63, and 65 licenses and graduated from the University of Washington Foster School of Business. He focuses on sourcing replacement properties and tax deferral strategies.
Taylor Armstrong
Senior Exchange Advisor
Taylor assists clients with 1031 Exchange processes and replacement property selection. He holds Series 7 and 66 licenses, graduated from Washington State University, and previously worked as a financial planner at Voya Financial.
Zachary Kocurek
1031 Exchange Advisor
Zachary advises on DSTs and REITs while holding Series 7, 22, 63, and 65 licenses. He earned a Master's in Parks & Tourism Sciences from Texas A&M and combines real estate expertise with personal investment experience in residential rentals.
Evan Akers
1031 Exchange Advisor
Evan educates clients on 1031 Exchange options and DST investments. He holds Series 7 and 66 licenses, graduated from Ohio State University, and previously worked in healthcare lending and internal due diligence at RETS.
Patrick Liu
Due Diligence Manager
Patrick leads RETS' due diligence team analyzing DST properties and REITs. He has 10+ years in client-focused due diligence roles and graduated from the University of Washington with a Business Administration degree specializing in marketing and management.
Questions
What is a 1031 Exchange?
A 1031 Exchange allows investors to defer capital gains taxes by reinvesting sale proceeds into similar replacement properties, following strict IRS guidelines.
How does a Delaware Statutory Trust (DST) work?
DSTs let investors own fractional commercial real estate interests while qualifying for 1031 Exchange tax deferral, offering passive management and diversification.
What replacement property options exist?
Options include fee-simple properties, net-lease assets, DSTs, tenant-in-common investments, and REITs, each with distinct risk-return profiles.
How do you vet investment opportunities?
Our due diligence team analyzes market conditions, sponsor track records, property fundamentals, and financial projections to identify suitable investments.
What are the tax benefits of a 1031 Exchange?
Properly executed exchanges defer capital gains taxes, depreciation recapture, and state taxes—potentially saving investors up to 42.1% in combined tax liabilities.
Reviews (5)
Bryan Willison
Dec 30, 2020
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I have been a landlord for over 40 years and am still a landlord. Over the years, some of the properties have been great, and some that have been not so great. I am likely getting to point where I was looking for options that did not involve me wasting a weekend or many nights trying to resolve electrical, plumbing, or other repairs taking me away from what I want to do. Don't get me wrong, Real Estate has been the best investment I have made and I still feel that way. I wanted to look for an avenue to diversify some of my properties that would not involve me receiving phone calls and taking my
Joe Duckett
Dec 21, 2020
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I want to thank the team at Real Estate Transition Solutions for caring as much about your partners as you do your clients. Ive always been impressed with the hard work and diligence the team invests in every client. Im equally impressed with the support and commitment Ive experienced as a service provider. Your leadership and integrity in all you do is clearly a key to your enduring success.
Alice Hanscam
Dec 06, 2020
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Working with Austin and Taylor of RETS has been a total pleasure. Both are easy to connect with, obviously enjoy the work they do and are superb at guiding others (us!) through the DST process successfully. Their focus on building a relationship with their clients, first and foremost, leaves us feeling confident in the decisions we've then made. Their responsiveness to our needs and time they take to answer our questions and educate us has made this process a positive learning experience. We look forward to a continued relationship with RETS!
Jing Liu
Oct 12, 2020
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Austin is GREAT to work with! He is very professional and knowledgeable of the DSTs and 1031 exchange. He and his assistant Taylor always perform their due diligence to do deep research on DSTs to make sure their clients are well informed of the pros and cons. Kim always emailed me to make sure I got the 1st distribution from the DST sponsor after it closed. I have bought 3 DSTs with them, and will continue buying DSTs with them in thefuture. I would highly recommend them. You won't regret working with them.
James M.
Sep 26, 2020
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The entire team at Real Estate Transition Solutions is fantastic. They were very quick to help identify investment objectives and provide tax efficient recommendations. I believe they have a knack for breaking down complex tax strategies and helping clients better understand different options.
