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

Thursday, May 23, 2024
11:30 AM - 1:30 PM PT
Chart House
5700 SW Terwilliger Blvd
Portland, OR 97239

Register Now

  • Rob Speidel<br>Senior Vice President<br>Inland Securities Corporation Rob Speidel
    Senior Vice President
    Inland Securities Corporation
  • David Moore<br>Founder<br>Equity Advantage David Moore
    Equity Advantage
For more information, please contact Brett Tracy, Internal Wholesaler, at (971) 762-3750 or via email:

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.

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