Gain a better understanding of 1031 exchanges as well tax strategies, including DSTs.
Section 1031 governing tax-deferred exchanges have been in the Internal Revenue Code since 1921. However, many people are unaware of the concept of a Section 1031 exchange and do not understand the advantage of structuring exchanges when selling investment or business real estate. This material will demonstrate the tax consequence of an exchange compared to a taxable sale and discuss the many benefits of structuring an exchange. You will learn about DSTs, the entity of choice for Section 1031 exchange programs, and how to diversify and reduce risk by acquiring a portfolio of DST replacement property. You will leave with knowledge that may help you build your family wealth through Section 1031 exchanges and diversify to reduce risk. Also, real estate professionals will leave with detailed knowledge they can use to help their clients with future exchanges.
Agenda
Faculty
Louis J. Rogers, Esq.
Capital Square 1031, LLC
- Founder and CEO of Capital Square Realty Advisors, LLC, a real estate investment and advisory firm that structures real estate investments, including investments using the Delaware Statutory Trust, or DST, structure for Section 1031 exchange investors
- Also, CEO of Rogers Realty Advisors, LLC, a private equity and investment banking firm that manages real estate funds and provides investment banking services for owners, operators, developers, managers, and sponsors of real estate programs, including Tenant-In-Common (TIC) and DST programs, REITs, and real estate funds
- Influential tax, securities, and real estate attorney
- Conducts regular seminars and workshops on Section 1031 exchanges and Delaware statutory trusts
- Serves as a consultant and expert witness on matters relating to Regulation D private placements, REITs, Section 1031 exchanges, TIC and DST programs, real estate funds, FINRA licensed broker-dealers, and RIAs
- Active in many bar and real estate security trade groups
- J.D. degree, University of Virginia School of Law; B.S. degree, with highest honors, Northeastern University; B.A. degree, with honors, M.A. degree, Jurisprudence, Oxford University
- Can be contacted at 804-833-1031 or [email protected]
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