Advanced 1031 Exchange Workshop

Help your clients considering selling a rental property go beyond the basics of a 1031 exchange involving real estate. Participants will learn about advanced real estate planning strategies, such as reverse 1031 exchanges, Delaware Statutory Trusts (DSTs), and UpREITs, which many clients may not be familiar with. The goal is to identify situations where these strategies could benefit a client.

Learning Objectives:

• Understand the range of like-kind options for replacement properties in a 1031 exchange, which includes Delaware Statutory Trusts (DSTs), 721 Exchanges (UpREITs), and Build-to-Suit exchanges.
• Explain the differences between traditional and reverse 1031 exchanges.
• Identify scenarios where these advanced strategies could benefit a client’s situation.