Direct Insights Call Series: Leveraging 1031 Exchanges to Enhance Tax Advantaged Returns
1031 exchanges provide a unique opportunity for financial advisors to demonstrate tax acuity to clients and positively impact total, after tax returns. As a result, growing investor and financial advisor demand for 1031 Exchange solutions has resulted in the expansion of product sponsors. This call discusses how the market is responding, best practices for due diligence and future opportunities.
Moderator:
Brandon L. Raatikka, J.D., VP, Due Diligence Services, FactRight, LLC
Brandon L. Raatikka, J.D., VP, Due Diligence Services, FactRight, LLC
Panelists:
Jeff Hertz, SVP, Product Specialist, Cantor Fitzgerald Capital
Josh Hoffman, President, Bluerock Value Exchange
Joshua Ungerecht, Managing Member, ExchangeRight Real Estate, LLC
Joshua Ungerecht, Managing Member, ExchangeRight Real Estate, LLC
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