Please join us for the following event:
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
11:30 AM - 1:30 PM PT
5700 SW Terwilliger Blvd
Portland, OR 97239
Senior Vice President
Inland Securities Corporation
For Institutional Use Only. Not for distribution to the public. This is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by an offering memorandum or prospectus and sold only by broker dealers and registered investment advisors authorized to do so.
The Inland name and logo are registered trademarks being used under license. Inland refers to some or all of the entities that are part of The Inland Real Estate Group of Companies, Inc., one of the nation’s largest commercial real estate and finance groups, which is comprised of independent legal entities, some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof. Inland has been creating, developing and supporting real estate-related companies for more than 50 years. Inland Securities Corporation, member FINRA/SIPC, is dealer manager and placement agent for Inland Real Estate Investment Corporation and its affiliates. For more information on Inland Securities Corporation, visit BrokerCheck.
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