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.

April 29, 2025
11:30 AM - 1:30 PM
Capital Grille - Seattle
1301 4th Ave
Seattle, WA 98101

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May 13, 2025
11:30 AM - 1:00 PM
Twigs Bistro - Spokane Valley
14728 E Indiana Ave
Spokane Valley, WA 99216

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1031 Exchange Solutions II: Fractional Investments and Private Placements

A Presentation for Financial Professionals and Accredited Investors
1.5 CE for CFPs and CPAs

Through the use of examples and hypothetical illustrations, 1031 Exchange Solutions II: Fractional Investments and Private Placements gives CPAs an overview of an IRS Section 1031 real estate exchange, as well as an overview about why investing in a private placement may be something to consider for your clients. No advance preparation is required. Prerequisite(s): none. There is no fee to attend this presentation.

Key terms and concepts covered include:

• Like-Kind real estate
• Section 1031 Exchange
• Qualified Intermediary (QI)
• The Delaware statutory trust (DST) and fractional interest ownership investment
• Cash investments
• Passive income and passive losses
• Tax forms

Thursday, May 1, 2025
11:30 AM - 1:30 PM PT
Twigs Bistro
801 Waterfront Wy
Vancouver, WA 98660

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Utilizing DSTs in a 1031 Exchange

A Webinar for Financial Professionals and Accredited Investors

This presentation provides an overview of the IRS Section 1031 Exchange and summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, and how to successfully execute a 1031 exchange transaction. A hypothetical example of a 1031 exchange is also provided with timeline guidelines, along with a snapshot of Inland Private Capital Corporation.

May 2, 2025
10:30 AM - 11:00 AM PT

RSVP