About Us

Real Estate Transition Solutions

Real Estate Transition Solutions is a real estate investment firm specializing in tax-deferred 1031 Exchange strategies and options. 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 Our 1031 Exchange Team

Roger Bowlin

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.

Austin Bowlin CPA - RETS

Austin Bowlin, CPA

Partner

Austin leads the firm’s team of 1031 Exchange Advisors & Analysts. Austin advises on tax liability, deferral strategies, legal entity structuring, co-ownership arrangements, 1031 Exchange replacement property options, and Delaware Statutory Trust investments. Austin is a licensed 1031 Exchange Advisor and holds Series 22, 63, and 65 licenses. 

Austin is a graduate of the Gonzaga University School of Business, with degrees in Accounting and Finance.

Prior to joining Real Estate Transition Solutions, Austin worked at PricewaterhouseCoopers (PwC) – first in their audit practice, followed by their Transaction Services group specializing in enterprise valuations for acquisitions, restructuring, and divestitures.

Austin currently sits on the Board of Directors for the Northwest Avalanche Center (NWAC) and is an advisory board member for the Washington Policy Center’s Young Professional group.

Taylor Armstrong - RETS

Taylor Armstrong

Exchange Advisor

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.

Palak Agarwal

Palak Agarwal

Marketing Specialist

Palak provides support to the marketing department and coordinates all brand awareness programs, campaigns, and educational events. Palak also works closely with the firm’s marketing agency and partners in the development of new marketing programs and assets.

Palak has a Master of Science in Marketing from Georgia State University as well as an MBA from Amity University.

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Kimberly Frohardt

Client Service Specialist

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 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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