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October Lunch & Learn with Inland: 1031 Exchange Solutions II: Fractional Investments and Private Placements

October Lunch & Learn With Inland

An Inland Presentation for Financial Professionals, Real Estate Professionals, Accredited Investors, and CPAs
1.5 CE for CFPs and CPAs

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.

Hosted by Rob Speidel, Senior Vice President, Inland Securities Corporation
Featuring David Moore, Founder, Equity Advantage

Thursday October 19, 2023 from 11:30 – 1:30 PM PT at Chart House Portland
5700 SW Terwilliger Blvd
Portland, OR 97239

Lunch is provided by Inland Private Capital Corporation. If you cannot make it and would like a copy of the slides please email [email protected].

Featured Topics:

  • 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

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"WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST." RCW 19.310.040(1)(b) (as amended)

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