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About Real Estate Transition Solutions

Who We Are

Real Estate Transition Solutions is a real estate investment firm specializing in tax-deferred 1031 Exchange strategies and options. For over 26 years, we have helped investment property owners understand, select, and acquire suitable 1031 Exchange properties that meet both their financial and lifestyle objectives. Our approach is grounded in education, transparency, and above all, putting the best interest of our clients first. We are agnostic to the type of replacement property selected by our clients and base our recommendations entirely on their objectives and what they seek to accomplish.

Why Work With Us

We strive to help every client make the best possible decision for their 1031 Exchange. Our personalized approach considers each client’s unique blend of lifestyle and financial objectives. We provide industry-leading educational resources and expert guidance from licensed 1031 Exchange Advisors. Our recommendations are based on continuous analysis of local and national market conditions and rigorous property and sponsor due diligence.

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Meet Your 1031 Exchange Team

Roger Bowlin

Roger W. Bowlin

Founder & Partner

Roger W. Bowlin

Roger is the Founding Partner of Real Estate Transition Solutions and is key to sourcing real estate replacement property options that satisfy individualized client objectives. He is a licensed 1031 Exchange Advisor, maintains relationships with a vast network of institutional real estate firms, provides consultation on tax deferral strategies, 1031 replacement options, and Delaware Statutory Trusts. Roger holds Series 7, 22, 63 and 65 licenses.

Roger is a graduate of the Foster School of Business at the University of Washington. While attending UW, he rowed crew from 1975-1978, rowing in both the 1975 freshman national champion boat and on the 1977 national champion team.

Roger has a broad background in real estate construction having presided over Coleman Construction, a mid-tier contractor of schools, libraries and prisons. He learned the transaction-side of real estate through his time working in the brokerage group of Marcus and Millichap as well as the Investment Group of Westwater Development.

He currently sits on the board of the Washington Policy Center, a non-partisan research organization that focuses on free market solutions, limited government and advocacy for private property rights. WPC serves policy makers, media and Washington citizens.

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Austin Bowlin

Austin Bowlin, CPA

Partner, Chief Exchange Strategist

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Monica Parikh

Monica Parikh​

Director of Due Diligence

Monica Parikh

Monica Parikh, CRE, serves Real Estate Transition Solutions (RETS) as Due Diligence Director, underwriting and analyzing properties and portfolios for investment viability, return potential, risks, and opportunities. Monica is an accomplished real estate space and capital markets strategist, joining RETS from Capital One’s Commercial Real Estate division in McLean, VA where she underwrote and served as asset manager for more than $2 billion in assets over the last two years.

In her previous portfolio management roles, she oversaw fund strategy creation and risk oversight for U.S. and European institutional investors, including some of the world’s largest pension funds, as well as ultra-high net worth and family offices. She has extensive knowledge of equity and debt finance strategies across all asset classes and holds the designation of Counselor of Real Estate. She has served as an independent consultant to real estate investment advisors and has led industry organizations and initiatives focused on real estate research, investment policy, benchmarking, and index creation.

Education: University of Washington, Evans Graduate School of Public Affairs, graduate level statistics, financial management, public policy, and urban affairs. Seattle University, Bachelor of Public Administration cum laude.

Current: Advisory board member, Greensparc, an edge-computing internet as a service (IAAS) provider; active member of Urban Land Institute’s (ULI) and the Women’s Leadership Initiative; Commercial Real Estate Women (CREW), Seattle chapter, and an active volunteer with financial literacy groups in underserved communities.

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Nate Higgins

Nate Higgins

Exchange Advisor

Nate Higgins

As an Exchange Advisor, Nate assists investment property owners navigate the 1031 Exchange process and selection of suitable replacement properties. Drawing on his years' of experience in financial analysis, Nate is actively involved in the due diligence process and underwriting of securitized real estate offerings. He currently holds Series 22, 63 and 65 licenses.

Nate holds a bachelor's degree in business from Gonzaga University and an MBA from the University of
Southern California. Following graduate school, he worked on the capital markets desk for Toyota Motor
Credit Corporation and personally invests in real estate. Nate represented the United States at the Para
Pan American Games in Guadalajara, Mexico as a member of the swim team.

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Taylor Armstrong

Taylor Armstrong

Exchange Advisor

Taylor Armstrong

Taylor serves as a 1031 Exchange Advisor at Real Estate Transition Solutions. He works closely with
investment property owners to understand the nature of their properties, financial objectives and lifestyle goals. He educates property owners about the 1031 Exchange process. Taylor is well versed in replacement property options, including securitized replacement properties such as Delaware Statutory Trusts. He currently holds Series 7 and 66 securities licenses.

Taylor is a graduate of the Carson School of Business at Washington State University. Following college, he worked as a Financial Planner at Voya Financial where he gained key experience in the analysis of client portfolios and needs.

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brad-davidson-rets

Brad Davidson

Exchange Advisor

Brad Davidson

Brad serves as a 1031 Exchange Advisor at Real Estate Transition Solutions (RETS). In this role, he draws on nearly 20 years of experience to help property owners navigate a variety of solutions that best suit both their individual circumstances and investment objectives. Brad is based out of the RETS office in Southern California.

Prior to joining RETS, Brad worked with an alternative investment sponsor where he managed the wholesale capital raising efforts for the firm in California and the Northwestern States. In this highly consultative position, Brad worked closely with financial advisors, CPAs, and accredited investors on 1031 exchanges and equity placements in Delaware Statutory Trusts and other real estate-focused private placement programs.

Brad's previous professional experience has included leadership roles in the construction and lending industry. He began his career while a student, providing on-site project management and oversight for a large public works contractor. Upon graduation, Brad began a tenure of more than six years with a Southern California-based real estate group of Lehman Brothers before transitioning to a boutique lender providing specialized commercial loan products to small businesses.

Brad has extensive real estate transaction experience, including a deep knowledge of 1031 exchanges and DST investment offerings. He was raised on a family farm in Western Canada but currently resides with his wife and three children in Orange County, California. He is a graduate of the Jon M. Huntsman School of Business at Utah State University and holds a Bachelor of Arts in Economics, as well as FINRA series 22, 63, and 65 licenses.

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Leslie Bowlin

Leslie Bowlin

Director of Operations

Leslie Bowlin

Leslie oversees the administrative process at Real Estate Transition Solutions, which includes new client on-boarding, qualified intermediary and sponsor communication, and preparation of necessary replacement property acquisition paperwork for clients that have acquired securitized replacement properties.

Leslie graduated from the University of Washington with a B.A. in English and an M.A. from the Information School. Prior to joining Real Estate Transition Solutions, she oversaw Operations and Process for Safeco Mutual Funds, was a commercial leasing broker and worked for an international non-profit organization.

Leslie is a previous board member of Women of Washington and the Lake Chelan Library.

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Ann Kats

Ann Kats

Director of Human Resources

Ann Kats

In Ann’s HR role, she supports the team at Real Estate Transition Solutions. She has a background in HR leadership and her responsibilities focus on all aspects of the HR role. Ann is a graduate of Seattle Pacific University where she earned her Bachelor's in Business Administration concentrating in Finance. She worked in the Aerospace industry following graduation and most recently worked at Bellevue Christian School on the Senior Leadership Team in the role of Director of Human Resources.

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Kimberly Frohardt

Kimberly Frohardt

Client Services Manager

Kimberly Frohardt

Kimberly serves as a dedicated client concierge. She monitors the investments of the Real Estate Transition Solution clients who utilize securitized replacement properties, including tracking of distributions, closing statements, and necessary tax reporting, as well as making sure that all client needs are met in a timely manner. Kimberly graduated from the University of Washington with a degree in Business Administration.

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Erin Perry

Operations Manager

Erin Perry

As the Operations Manager at Real Estate Transition Solutions, Erin oversees the day-to-day operations. She works with each team on administrative functions, project management, and special projects. Erin joins the RETS team from the hospitality world where she worked as a project manager for luxury condominiums, building developers, and construction teams. Erin is a 4th generation graduate of Washington State University. She graduated with a degree in Communication and minor in Hospitality Business Management.

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Kiani Christian

Kiani Christian

Research & Financial Analyst

Kiani Christian

Kiani performs research and financial analysis at Real Estate Transition Solutions. Her responsibilities focus on reviewing upcoming, available DST properties, researching property submarkets, and conducting valuations of clients’ investment property holdings. Kiani is a graduate of Pacific Lutheran University where she earned her Master's in the Science of Finance degree and Bachelor's in Business Administration concentrating in Finance. Following college, she worked as an Associate Analyst at a full-service wealth management firm in Seattle, WA.

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Eleu

`Eleu Akimseu

Research & Financial Analyst

`Eleu Akimseu

`Eleu performs research and financial analysis at Real Estate Transition Solutions. He works primarily with replacement property due diligence and streamlines the transition process for clients. His responsibilities focus on reviewing upcoming, available DST properties, researching property submarkets, and conducting valuations of clients’ investment property holdings. Eleu is a graduate of the Jepson School of Business at Gonzaga University. Following college, he worked as a research analyst at a regional commercial real estate appraisal company.

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Brit Martin

Brit Martin

Client Services Specialist

Brit Martin

Brit facilitates new client on-boarding, qualified intermediary and sponsor  communication, and preparation of replacement property acquisition paperwork for clients that have acquired securitized replacement properties.  She has a broad background in administrative positions, as well as experience in the real estate sector in both administration and brokerage.

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Nancy Duckett

Nancy Duckett

Marketing & Communications Manager

Nancy Duckett

As the Marketing & Communications Manager at Real Estate Transition Solutions, Nancy oversees all marketing communications and brand awareness programs for the firm. She takes the lead in managing our website, e-mail, and event communications.

Nancy has over 14 years of experience working at marketing agencies and has successfully managed integrated marketing programs and led agency account teams for Fortune 1,000 clients that include Hyatt Resorts, Universal Studios, Lowes Entertainment, Red Door Spas and Grand Expeditions.

Nancy is a graduate from the University of Central Florida, with a Bachelor of Science in Interdisciplinary Studies focusing on Business Administration, Communications and Applied Computer Science.

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Zachary Kocurek

Zachary Kocurek

Research & Financial Analyst

Zachary Kocurek

Zachary performs research and financial analysis at Real Estate Transition Solutions. His responsibilities focus on reviewing upcoming available DST properties, researching property submarkets, and conducting evaluations of clients’ investment property holdings.

Zachary holds a degree in Parks, Recreation and Tourism Sciences from Texas A&M University, and is currently pursuing a Master’s degree from Texas A&M University. During Zachary’s college career, he represented Texas A&M’s archery team and helped secure 20 straight years of the school’s Collegiate Archery National Championship Title. Following his bachelor’s degree, he became a licensed Washington real estate agent for investors and personally invests in residential rental real estate.

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Lynda Hamilton

Content Marketing Manager

David Biggs

As a Content Marketing Manager at Real Estate Transition Solutions, Lynda leverages her creative collateral development to deliver targeted marketing materials and develop cross-functional campaigns. 
 
With over a decade of experience in marketing, Lynda is a positive and collaborative professional who excels as a Content Marketing Manager at Real Estate Transition Solutions. Her strong focus on providing a seamless client experience drives her strategic problem-solving abilities, enabling her to successfully implement technology solutions.
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David Biggs

David Biggs

Marketing Specialist

David Biggs

David coordinates the day-to-day marketing activities and assisting the team in developing new marketing assets, programs, and campaigns. He graduated in 2019 from Western Washington University with a Bachelor of Business Administration in Marketing.  While in college, David co-founded a marketing consulting firm focused on building cost-effective websites for local small businesses. Prior to Real Estate Transition Solutions, David worked as a Leasing Consultant at Avenue5 Residential, a multifamily property management firm headquartered in Seattle.  

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
 
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
 
Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
 
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
 
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.

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