Eagle Point reaches $14 billion of AUM across six core strategies.
WEBINAR
Demystifying The 721 Exchange: What You Need to Know About This Tax-Deferral Method
June 2, 2021 @ 2:00 pm - 3:00 pmPresenter (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.
Featured Speakers
Recent
How Focusing on One Fund Can Disrupt Marketing for Your Entire Platform
Marketing should support the full platform, not just the fund demanding the most attention at a given moment.
Blue Vault Interval Fund Update 2-18-2026
Blue Vault publishes performance reports for interval funds. Let us serve your alts data needs in 2026!
CIM Group Completes The Read 75-Unit Apartment Community in West Adams Neighborhood of Los Angeles
The Read is located in a Qualified Opportunity Zone.
Most Popular
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private credit as an asset class year-to-date through September 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Interval Fund Fundraising Grows as Redemptions Rise
Year-to-date through September 30, 2025, private credit as an asset class experienced more redemptions than that for private real estate and private equity, which went in the other direction.
ExchangeRight Names CFO and CIO Dave Van Steenis as President
Van Steenis has over 18 years of experience in the financial services and commercial real estate industries, serving more than 10 years with ExchangeRight.
Explore
Past Webinars
February 19 @ 2:00 pm - 3:00 pm
The Next Wave of Interval Funds: What Advisors Should Know
Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
February 12 @ 2:00 pm - 3:00 pm
Using Data to Analyze Alternative Investments: A Blue Vault Portal Walkthrough
Alternative investment data is often delivered in fixed formats, leaving advisors little flexibility in how they analyze and apply it.…
January 29 @ 2:00 pm - 3:00 pm
Data in Action: A Live Blue Vault Portal Demo for Wealth Advisors
Most available data on private market investments comes pre-sorted and packaged for you. Take it or leave it. But it…
January 28 @ 2:00 pm - 3:00 pm
AUM Growth in a Metals Boom: How RIAs Are Using Gold and Silver Today
You’ve probably seen the headlines: prices for precious metals are soaring. With demand for gold and silver in ascendance, how…
December 3, 2025 @ 2:00 pm - 3:00 pm
Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients
As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens…
