Before You Sell Your Rental Property: Exit Planning, CRTs & Retirement | Going Passive

Doug Taber, CCIM Arizona Commercial Real Estate This content is for informational and educational purposes only and should not be considered investment advice. Any investment opportunities discussed are offered only to qualified investors pursuant to applicable securities laws. Always consult your financial, legal, and tax advisors before making investment decisions. In this episode of Going Passive, I sit down with RJ Kelly of Wealth Legacy Group to discuss what rental property owners should consider before selling and moving into retirement or a more passive lifestyle. • The biggest exit-planning mistakes property owners make • The five questions owners should ask before retirement • Why purpose matters when stepping away from active real estate • How Charitable Remainder Trusts may fit into exit planning • Philanthropic strategies and capital gains considerations • Why planning should begin well before a property is listed for sale • Building income, purpose, and legacy after active ownership Whether you're tired of tenants, trash, taxes, and termites—or simply considering the next chapter—this conversation provides important questions to consider before selling your rental property. Connect with R.J. Kelly: https://wealthlegacygroup.com/ More from Doug Taber, CCIM: 🔗 EXIT STRATEGY WEBINAR: https://RentalOwnerWorkshop.com 📩 NEWSLETTER: https://dougtaber.com/subscribe/ 🌐 CONTACT DOUG: https://www.DougTaber.com *About Going Passive* Going Passive explores strategies for helping owners simplify their wealth through real estate investing, passive income, and thoughtful portfolio management. #multifamilyinvesting #PassiveIncome #RealEstateInvesting #CRT #Retirment #charitabletrust#MultifamilyInvesting #PassiveIncome #RealEstateInvesting