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Become More Passive with DSTs

with... Julia Fritzlen

Julia Fritzlen will join us to explain the ins and outs of DSTs and how they can make your investment journey more passive.

Wednesday, April 2, 2025 6:00 PM - 8:00 PM
Matt Ross Community Center
8101 Marty St Overland Park, KS 66204

Come early around 5:30 to network for a few minutes. Then find your seat. We will start promptly at 6:00. Snacks and water will be provided.

First let's learn about concrete. Alan has done a lot of work for one of our own, Mary Durham.

 

With 50 years experience, no job is too small! Trust Allan to get the job done right. Concrete steps, railings, porches, patios, garage floors, sidewalks and more!  

Then, we will hear from Julia Fritzlen. She will explain how you can 1031 exchange your properties into a Delaware Statutory Trust. DSTs are funds of money that purchase real estate that you don't have to manage yourself (she'll explain it better). Come learn how this can help you if you're on the back end of your investing career.

 

Julia Fritzlen Insight Investment Advisers Real Estate Investment Adviser Julia Fritzlen, a Kansas City native, is a Real Estate Investment Adviser with Insight Investment Advisers. Insight specializes in alternative investing, primarily the due diligence on passive real estate investments such as Delaware Statutory Trusts (DSTs). Julia focuses her efforts to assist landowners and real estate investors in crafting tax efficient and income producing exit strategies. Julia leverages her analytical and data-driven approach to assist clients in strategically transitioning from active ownership to constructing passive real estate portfolios consisting of DSTs and other alternative investments. Prior to her current role, Julia dedicated close to a decade to the healthcare industry, specializing in capital financing for large equipment procurement. Julia is married to her husband John. Together they have four young children and a black Labrador named Gus. She actively engages in her church and community. She also enjoys traveling, family time at the lake, running, skiing and reading.


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Date:  Wednesday, April 2, 2025
Time:  6:00 PM - 8:00 PM

Location:
Matt Ross Community Center
8101 Marty St
Overland Park, KS 66204

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