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.
Panelists span the 1031 transaction to consider tax advantages and how firms can be effective in facilitating a smooth exchange. We also examine master lease structures and double or triple net lease terms so that attendees will have a broader understanding of important components of investment performance.
Chief Investment Officer
Inland Private Capital Corporation
|Warren Thomas, CPA
ExchangeRight Real Estate, LLC
|Jake Heidkamp, JD
Due Diligence Analyst