Live, Interactive Virtual Forum • August 25, 2022

Brief and to the point conversations with subject matter experts for busy real estate investors

President Biden’s 2023 budget proposal would bar taxpayers from using “like-kind exchanges” to shield more than $500,000 of capital gains from income taxes. Such a change would have massive impacts for 1031 exchanges. How should investors prepare?

Join us for these lively 30-minute conversations as thought-leaders discuss whether the reform is likely to be enacted — and the options 1031 investors may have in this potential new investment environment.

Thursday, August 25th

The Future of 1031 Exchanges
with a Private Equity Sponsor

12:00 pm – 12:30 pm EST

For investors using 1031 exchanges to defer capital gains, highly-stable grocery-anchored assets can be an attractive option for growing wealth while diversifying a portfolio. Listen in as experts discuss the tax benefits, requirements and timelines of a 1031 exchange with a private equity real estate sponsor; the best way to position yourself for any like-kind exchange reform; and a critical comparison of the DST and TIC investment structures.

Panelists

Drew Carpenter

Managing Director,

First National Realty Partners

Panelists

Sam Perrelli

VP Relationship Manager,

First National Realty Partners

Moderator

David Bodamer

Executive Director, Content and User Engagement, WMRE

Sponsor

Biden’s Budget Proposal, the Benefits of 1031 Exchanges — and the Future

2:00 pm – 2:30 pm EST

Will 1031 exchanges continue to be a good option for wealth management moving forward? This panel will address the current political landscape; the like-kind real estate exchange process and how it differs from TICs; the do’s and don’ts of 1031 exchanges; CRE assets that are eligible for tax deferral; and 1031 benefits that include passive management, lower personal liability, institutional quality property, insurance policy and estate planning.

Speaker

Daniel Wagner

Senior VP of Government Relations,

Inland Capital

Moderator

David Bodamer

Executive Director, Content and User Engagement, WMRE

Sponsor

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