What Happens When You Sell? (And What Smart Investors Do Next)

Thursday, May 7
11:30 AM Networking
 12:00 PM SHARP start
 KOP Taproom (shows as Conshohocken Brewing in GPS)

 The Sizzle

Everyone loves to talk about buying.

No money down. Creative financing. Off-market deals. BRRRR. Lease options.

That’s all you ever hear.

But almost nobody talks about the other side of the equation…

 What do you actually do when it’s time to sell?

Because selling isn’t sexy.
Selling doesn’t get clicks.
And for most investors — it’s where deals quietly fall apart…

Or where a huge chunk of equity disappears to taxes.

The Meat

This session is about what happens after the sale — and how to handle it like a high-level investor.

We’re going to start with a quick foundation of 1031 exchanges:

• What qualifies
• What timelines matter
• Where people mess it up

Then we go deeper…

 Real-world 1031 scenarios with actual numbers
 How investors reposition and scale using exchanges
 Common mistakes that kill deals

And just as important…

 What if you don’t want to roll into another property?

• Options for going more passive
• Ways investors transition out of active management
• How to think about capital preservation vs control

 Strategies that go beyond the typical “sell one, buy one” mindset

This isn’t theory.
This is how these decisions actually play out when real money is on the table.

 The Speaker

Margo McDonnell
Margo McDonnell has been leading 1031 CORP since 1994 and is a Certified Exchange Specialist® (CES®) with nearly 30 years of hands-on experience structuring 1031 exchanges across the country. She has worked on transactions of all sizes and complexities—including delayed, reverse, and improvement exchanges—and is widely recognized as both a national educator and industry leader. Margo played a key role in establishing the Certified Exchange Specialist® designation, served nearly two decades on the Federation of Exchange Accommodators (FEA) Board (including as past president), and has been deeply involved in advancing standards and education within the industry. She holds an MBA from Villanova and brings a rare combination of technical expertise and real-world deal insight to every conversation.

 If you’ve ever thought about selling…
 If you’re sitting on equity and unsure what comes next…
 Or if you want to understand how serious investors handle exit strategy…