Expand your knowledge of 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones (QOZs) to grow your AUM and client base.
In this course you will learn:
- Tax deferral strategies leveraging securitized real estate
- How to organically strengthen your center of influence network
- How to use a DST as part of your overall Financial Plan with clients
- Estate planning strategies utilizing a DST
- Qualified Opportunity Zones Overview
Contributors
Keith Lampi
President, Inland Private Capital
Involved in over $6 billion in real estate transactions across the retail, office, industrial, student housing, self-storage, and multifamily property types.
Colin Cosgrove
Executive VP, National Sales Manager
Colin and his team partner with Financial Advisors all across the country to help them grow their business by leveraging tax-deferred real estate.
Suzanne Bond
Senior Vice President, Chief Compliance Officer
Suzanne has a demonstrated track record in Business Governance and Risk Management, Asset Management, Securities Markets, and Compliance Management.
Course Resources
Utilizing DSTs in a 1031 Exchange
