Marty Rueter: Advanced 1031 Exchange Strategies: Beyond the Basics NEW 2025!
Fast and fact-paced session dives into the fundamentals and advanced applications of the IRS Section 1031 tax-deferred exchange. Designed for CRE professionals, the course reviews updated exchange rules, eligibility requirements, timelines, and the role of Qualified Intermediaries (per new OBBBA tax revision 2025). We’ll then explore how investors are leveraging typical 1031 real estate exchanges into more sophisticated vehicle, such as Opportunity Zone Funds, Tenants-in-Common (TICs), and Delaware Statutory Trusts (DSTs)—to optimize long-term returns and asset management flexibility. Participants will leave with a deeper understanding of how to guide clients through such complex exchange scenarios, evaluate the suitability of proposed deal structures, and understand the compliance and formation requirements of these alternative investment vehicles.