Join Kerry Peoples, Head of Capital Markets, and Mike Auerbach, Head of Tax Equity Solutions, for a 30-minute educational session built for advisors. We’ll cover how 1031 exchanges, DSTs, and 721 UPREIT structures fit into real client situations, especially when timing is tight, concentration is high, or income and estate planning goals are driving the conversation.
What You’ll Learn
When a 1031 Still Makes Sense, and When It Doesn’t When DSTs and 721 UPREIT structures may be a better fit for clients managing concentration risk or tight exchange timelines.
How to Navigate 45-Day and 180-Day Deadlines Practical approaches advisors can use to help clients move through exchange windows without unnecessary pressure.
Reducing Single-Asset Concentration While Preserving Tax Deferral How to help clients diversify out of concentrated real estate positions without triggering a large tax event.
Where Institutional Real Estate Fits in a Client Portfolio How passive, institutional-quality multifamily exposure can support income and estate planning goals for high-net-worth clients.
Advisor-Ready Frameworks for Client Conversations Tools and frameworks you can apply immediately when a client brings up a property sale, exchange question, or estate planning need.