About Us

About Real Estate Transition Solutions

Real Estate Transition Solutions is a real estate investment firm and 1031 Exchange company specializing in tax-deferred 1031 Exchange options and strategies. For over 20 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.

Meet the Team at Our 1031 Exchange Company in Seattle

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Roger Bowlin

Founder & Partner

Roger is the Founding Partner of Real Estate Transition Solutions. He specializes in the analysis of replacement property options (both securitized and directly owned) and comparison of properties to clients’ goals and objectives. His work addresses key issues such as minimizing or deferring tax, enhancing values and repositioning proceeds to provide sustainable income potential, lower risk and liquidity – establishing the financial foundation for the rest of our clients’ lives. 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, CPA

Partner

Austin is a Partner at Real Estate Transition Solutions. His work focuses predominately on tax analysis and strategy, legal entity structuring, co-ownership arrangements and owner education efforts. He oversees the client engagement process and maintains relationships with outside service providers. Austin is a CPA and holds Series 22 (Direct Participation Programs Representative) and 63 (Uniform Securities Agent State Law) licenses.

Austin is a graduate of the Gonzaga University School of Business, with degrees in Accounting and Finance. Following graduation, Austin spent four years working for PricewaterhouseCoopers (PwC) – first in their audit practice, followed by their Transaction Services group specializing in enterprise valuations for acquisitions, restructuring and divestitures.

Austin is a member of the Board of Directors for the Northwest Avalanche Center (NWAC). Additionally, he is an advisory board member for the Washington Policy Center’s Young Professional group.

Justin Brooks

Exchange Consultant

Justin works with investment property owners to understand and determine their objectives, developing custom transition strategies based on this understanding. His work includes evaluating existing real estate holdings, educating owners on available tax-efficient transition strategies, assisting clients in navigating the 1031 Exchange process, and presenting replacement property options that will stage property owners to accomplish their objectives throughout the years to come. Justin has an MBA from the University of Washington and is working towards receiving his Series 22 (Direct Participation Programs Representative) and 63 (Uniform Securities Agent State Law) licenses.

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Taylor Armstrong

Research & Finance Analyst

Taylor performs research and financial analysis at Real Estate Transition Solutions. He works primarily with the underwriting of securitized real estate offerings, client property valuations and streamlining the transition process. His responsibilities are focused on providing the necessary due diligence to ensure that clients make educated decisions when transitioning real estate assets to best stage them for the next chapter of life. He currently holds Series 7 and 66 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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Leslie Bowlin

Director of Operations

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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Nancy Duckett

Marketing & Communications Manager

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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Kimberly Frohardt

Client Services

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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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 sponsors 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 risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee profits or guarantee protection against losses. Because investors 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 Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Real Estate Transition Solutions is independent of CIS and CAM.
 
Real Estate Transition Solutions, CIS and CAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
 
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 206-686-2211 or email info@re-transition.com.

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