An Inland Presentation for Financial Professionals, Real Estate Professionals, Accredited Investors, and CPAs
Hosted by Rob Speidel, Senior Vice President, Inland Securities Corporation
Featuring David Moore, Founder, Equity Advantage
Thursday, September 26, 2024
11:30 AM – 1:30 PM PT
Chart House
5700 SW Terwilliger Blvd
Portland, OR 97239
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 [email protected].
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
