Upcoming Events

1031 Exchange Solutions & Investing in Private Placements

A Presentation for Financial Professionals and Other Professionals

This presentation provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided.

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July 24, 2025
11:30 AM - 1:00 PM ET
The Capital Grille
3821 Edwards Rd
Cincinnati, OH 45209
August 5, 2025
11:30 AM - 1:00 PM
The Capital Grille
5340 N River Road
Rosemont, IL 60018

1031 Exchange Solutions & Investing in Private Placements

A Webinar for Financial Professionals and Other Professionals

This presentation provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided.

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July 18, 2025
9:00 AM - 9:30 AM CT
July 25, 2025
9:00 AM - 9:30 AM CT
July 18, 2025
9:00 AM - 9:30 AM CT
July 25, 2025
9:00 AM - 9:30 AM CT

Qualified Opportunity Zones (QOZs)

A Webinar for Financial Professionals Only

Featured Topics

•  Expectations of the proposed revised QOZ legislation
•  An overview of the QOZ Fund Process for the benefit of your clients who have realized a gain
•  A summary of how QOZ Funds may potentially provide favorable capital gains tax treatment for investors
•  Overview of Fund Terms

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July 16, 2025
3:00 PM - 3:30 PM CT
4:00 PM - 4:30 PM ET

Your Inland Team

External Wholesaler

ASteffen
Alec Steffen

Internal Wholesaler

PMoore-1
Peggy Moore

Vice President

SIngersoll
Sara Ingersoll

Exchange Consultant

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Brian Fritz

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