An Inland Presentation for Financial Professionals, Real Estate Professionals, Accredited Investors, and CPAs
Hosted by Rob Speidel, Senior Vice President, Inland Securities Corporation
Featuring Tina Colson-Jones of Equity Advantage
Thursday, May 1, 2025
11:30 AM – 1:30 PM PT
Twigs Bistro
801 Waterfront Wy
Vancouver, WA 98660
1031 Exchange Solutions II: Fractional Investments and Private Placements provides CPAs with an overview of an IRS Section 1031 real estate Exchange as well as an overview of why investing in a private placement may be something to consider for your clients through the use of examples and hypothetical illustrations.
Available for 1.5 CPE Credits, 1 Broker Credit.
Lunch is provided by Inland Private Capital Corporation. If you cannot make it and would like a copy of the slides please email cmoore@1031Exchange.com.
Key terms and concepts covered include:
- Like-Kind real estate
- Section 1031 Exchange
- Qualified Intermediary (QI)
- The Delaware statutory trust (DST) and fractional interest ownership investment
- Cash investments
- Passive income and passive losses
- Tax forms