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

Course Resources

Utilizing DSTs in a 1031 Exchange

Defer Capital Gain Tax with a 1031 Exchange