This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of the fundamentals of tax advantaged real estate investment strategies, focusing on the rules, processes, and potential benefits of 1031 exchanges and 721 exchanges into real estate offerings structured as Delaware Statutory Trusts (“DSTs”) and Real Estate Investment Trusts (“REITs”).

Through this session, participants will:

   •   Learn the potential tax benefits and risks associated with these tax-deferred exchanges

   •   Understand the types of investors for whom tax-advantaged real estate strategies are most suitable

   •   Evaluate what to look for in diversified real estate offerings that are compatible with 1031 and 721 exchanges by considering real-world examples

By the end of the session, attendees will be better equipped to advise clients on tax-deferred real estate transactions and apply these concepts in financial planning. For attendees who sign in to the session and complete a Certificate of Continuing Education, the course may qualify for 1 hour of CE Credit.

Register Now

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.