Your job as a sponsor is to help wealth advisors connect the dots between your sophisticated structure and their client’s experience.
WEBINAR
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
October 2 @ 2:00 pm - 3:00 pmExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy into institutionally managed REIT investments. In its newest Essential Income DST series, ExchangeRight has pioneered a way to utilize tax-deferred 721 exchanges to transition investors from actively managed real estate…
Speaker/s: Warren Thomas
ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy into institutionally managed REIT investments. In its newest Essential Income DST series, ExchangeRight has pioneered a way to utilize tax-deferred 721 exchanges to transition investors from actively managed real estate into REIT portfolios featuring enhanced diversification, liquidity potential, and estate planning benefits. Watch the presentation to learn from Warren about the potential benefits of this innovative method of providing historically recession-resilient real estate, followed by a live Q&A.
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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Past Webinars
November 19 @ 2:00 pm - 3:00 pm
Be a Hero! Save Your Client’s Taxes with DSTs
You've probably heard about Delaware Statutory Trusts (DSTs) and their purported tax benefits, but have you taken advantage of them…
November 12 @ 4:00 pm - 5:00 pm
Inside the Fiduciary Mindset: How Top Sponsors Strengthen Investor Confidence
Even the best investment strategies can face unexpected challenges — market shifts, project setbacks, or performance shortfalls that test investor…
November 5 @ 2:00 pm - 3:00 pm
Timely Tax Strategies for the Assessor-Averse Wealth Advisor
When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for…
November 4 @ 2:00 pm - 3:00 pm
Taming the Tiger: A Multi-Strategy Approach to Lowering Volatility with Alternative Investments
Alternative investments can help boost portfolio returns and reduce volatility—even in a down market. Join us for a timely discussion…
October 29 @ 2:00 pm - 3:00 pm
Ashford Hospitality Trust Preferred Stock Offering: Senior Securities Designed to Provide Steady Income
Join us for an exclusive webinar focused on the latest quarterly updates for Ashford Hospitality Trust (AHT) and a forward-looking…
