Jon Taylor & Christopher Rogers
Retire From Active Real Estate and Pay ZERO Capital Gains Tax
Jon Taylor advises investors through their 1031 exchanges and real estate investment strategy. With over a decade of experience guiding high-net-worth individuals, families, and advisors through complex real estate transitions, Jon has become a trusted resource for those seeking to preserve wealth, defer taxes, and optimize passive income through tax-advantaged structures. As a senior advisor at JRW Investments, Jon specializes in helping investors transition from actively managed properties into diversified portfolios of institutional-grade real estate using Delaware Statutory Trusts (DSTs) and other passive solutions. His work emphasizes personalized planning, risk management, and aligning investment structures with long-term financial goals.
Jon is a registered representative with JRW and maintains his series 7 and 63 Securities Licenses through Lighthouse Capital Group, LLC. Member FINRA/SiPC.
Christopher Rogers, Director of Due Diligence, JRW Investments. Chris Rogers is the Director of Due Diligence at JRW. He and his team are responsible for analyzing real estate investments throughout the country. Chris and his team have completed analysis on over $50 billion of real estate since joining the firm in 2018. Chris is also a registered representative with JRW and maintains his series 7 and 63 Securities Licenses through Lighthouse Capital Group, LLC. Member FINRA/SiPC.
Understand how to strategically navigate your 3 options: Hold, Sell, or 1031 Exchange
+ Leverage a sophisticated due diligence and re-underwriting process that can filter the top investments available
+ Discover a 1031 Exchange tool that has been used for 20+ years to help investors protect, grow, and transfer their real estate wealth into and through retirement
This educational event is for investors seeking:
• Tax Deferral
• Passive Cash Flow
• Professional Management
• Diversification
• Retirement Planning
• Estate Planning