Join Alex Moore for an educational webinar that explores how 1031 exchanges can serve as a strategic planning tool for investors and their advisors. We’ll review the fundamentals of a 1031 exchange, discuss recent developments impacting exchange strategies, and examine how passive investment options such as Delaware Statutory Trusts (DSTs) and UPREITs can help clients transition from active property management while continuing to defer taxes.
During this webinar, attendees will:
- Gain a foundational understanding of IRC Section 1031 exchanges and their role in wealth planning.
- Explore the options available when selling investment property.
- Review recent changes and trends shaping the 1031 exchange landscape.
- Refresh their knowledge of the mechanics and timelines of a successful 1031 exchange.
- Understand the IRS definition of “like-kind” property.
- Compare active and passive real estate investment strategies.
- Learn how Delaware Statutory Trusts (DSTs) and UPREITs work within a 1031 exchange.
- Understand the key differences between DSTs and UPREITs and when each strategy may be appropriate.