Invesco’s 1031 Exchange program (Invesco Real Estate Exchange or “IREX”) provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our 1031 Exchange Specialist at Invesco Real Estate, will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider the IREX DST program. Our Specialist will provide details about how we tailored our program to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.
Learning Objectives:
- Provide a broad overview of the 1031 exchange landscape
- Simplify and breakdown the phases in the 1031/721 exchange process
- Give advisors the ability to discuss the benefits of 1031 exchanges with clients to help emphasize the importance of tax and estate planning
Event Details
Who Should Attend?
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Kyle Connor is a Real Estate Exchange Specialist at Invesco Real Estate. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the process of exchanging investment real estate into Invesco’s Private Market offerings, and to serve as a subject matter expert on Real Estate Exchange to Invesco Distribution within the Wealth Management Intermediary channel.