Tax and finance professionals, please join us for this Continuing Education Course sponsored by our partner, Bluerock.

1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.

Topics Covered:

• Why FAs, Wealth Managers, and RIAs Should Focus on this Growing Market - Including National Research Studies on High Value Clients’ Increasing Demand for “Alternative Investment” Strategies

• Lifecycle of a 1031 Exchange

• The Role of a Qualified Intermediary

• How to Determine if a Tax-Deferred Exchange is Right for You?

• General Guidelines and Potential Benefits of a Delaware Statutory Trust (DST)

• Other Types of Tax-Deferred Strategies - Including 1033 & 721 Exchanges

• Case Studies

Register through the form below

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This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

There are material risks associated with investing in 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, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.