Join us for our upcoming webinar on the 1031 Exchange, where we will guide you through one of the most powerful tax mitigation tools available to real estate investors. Whether you're a seasoned investor or new to this tax-deferral strategy, this session will help you avoid costly mistakes and maximize the benefits of your real estate investments.
When:
December 10th, 2024 11:00am ET
What you will learn:
- How to avoid common pitfalls in the 1031 Exchange process, such as understanding timelines, identifying replacement properties, and maintaining proper documentation
- A step-by-step guide to the exchange process, from selling your current property to purchasing a replacement
- Key rules and requirements to ensure compliance, including like-kind property exchanges and equity/debt replacement
- Available investment options such as DSTs, 721s, NNN and TICs, and how to choose the best one for your goals
- Strategies to defer taxes and grow your portfolio through tax-efficient real estate investments
Presenters:
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
Louis Tucci
Partner | Senior Investment Advisor