Industry Leaders to Discuss Increasingly Popular 721 UPREITs
Internal Revenue Code Section 1031 exchanges have been around for more than 100 years, and been utilized to facilitate tax-advantaged securities for more than 20 years. Increasingly, securitized 1031-to-721 exchange UPREIT investment programs are being sponsored by non-traded real estate investment trusts to provide tax-deferred exchanges to investors that ultimately are converted via a 721 exchange into shares in the REITs.
You may be familiar with 1031 exchanges, but what about 721 UPREITs? These increasingly popular options can be a powerful option for the right investors, but the devil is in the details.
The DI Wire is hosting a panel for financial advisers, investors, and others interested in learning more about 721 UPREITs tomorrow, Dec. 19 at 1 pm PT/4 pm ET to explore this emerging alternative investment trend.
Moderated by Damon Elder, publisher of The DI Wire, leaders in the industry will explore UPREITs, 1031 exchanges, and 721 exchanges – powerful options for building potential wealth in the alternatives space.
Topics to be discussed include what UPREITs are and how they work; the key similarities and differences between 1031 and 721 exchanges; the potential benefits and risks for investors and wealth managers; and strategies for identifying ideal properties for an UPREIT.
Joining Elder are a panel of distinguished professionals:
Jay Frank
President and Head of Distribution, Cantor Fitzgerald Asset Management
Matt Fries
Head of Investment Products and Partner Solutions, Cetera Financial Group
Nati Kiferbaum
Senior Vice President – Head of Investment Product Strategy, Inland Private Capital
Mark Kosanke
President, Concorde Financial Group
Louis Rogers
Founder and Co-Chief Executive Officer, Capital Square
Register here.
Click here to visit The DI Wire directory page.
