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WEBINAR
Demystifying The 721 Exchange: What You Need to Know About This Tax-Deferral Method
June 2, 2021 @ 2:00 pm - 3:00 pmOn June 2nd Blue Vault hosted Warren Thomas, Managing Partner of ExchangeRight. What are the key features of utilizing a 721 exchange / “UPREIT” that your clients should be aware of? Warren Thomas, CPA discussed the benefits of this tax-deferral option to preserve investor capital and to transition real estate…
Presenter /s: Warren Thomas
On June 2nd Blue Vault hosted Warren Thomas, Managing Partner of ExchangeRight. What are the key features of utilizing a 721 exchange / “UPREIT” that your clients should be aware of? Warren Thomas, CPA discussed the benefits of this tax-deferral option to preserve investor capital and to transition real estate investors into greatly diversified REIT portfolios.
Click below to watch the webinar on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Elite Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, 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
October 30, 2024 @ 2:00 pm - 3:00 pm
Exploring DSTs: Opportunities and Insights for Savvy Investors
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October 16, 2024 @ 2:00 pm - 3:00 pm
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September 25, 2024 @ 2:00 pm - 3:00 pm
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September 19, 2024 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28, 2024 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
