Inland Academy: Tax Deferral Real Estate Strategies

Advisors who are knowledgeable about 1031 exchanges and who can help clients with their real estate investment property transactions are often better equipped to grow their businesses than advisors who are solely focused on traditional investment management.

That stands to reason because, for many clients, their real estate investment properties represent a significant portion of their overall net worth, and they may prefer to work with financial professionals who offer comprehensive financial planning that takes all their assets into consideration. The Inland Academy is committed to helping you grow your knowledge of 1031 exchanges, Delaware statutory trusts, and Qualified Opportunity Zones so that your client base and AUM can grow as well.

Choose a module below to watch each video

1031 Exchange Overview
Benefits of a 1031 Exchange
The 1031 Exchange Process
COIs and the Exchange Process
Marketing DST's: How RIAs Stay on the Right Side of Compliance
Qualified Opportunity Zones: A Primer
Qualified Opportunity Zones: Before You Invest

Course Materials

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1031 Exchange Overview

Section 1031 of the Internal Revenue Code provides an alternative strategy for deferring the capital gains tax that may arise from the sale of a business or investment real property. By exchanging real property for like-kind real estate, real property owners may defer Federal tax obligations and apply all the proceeds toward the purchase of replacement property.

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Benefits of a 1031 Exchange

As an advisor, you know that several of your clients have holdings in real estate, many who’s investments may exceed the amount of assets they have under management with you. A 1031 exchange affords you the opportunity to help your clients make the most of these investments and offers them several valuable benefits they may not be fully aware of.

Some of these benefits include:

Tax-deferral
Diversification
Increased Income
Improved Purchasing Power
Reprieve for Landlords

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The 1031 Exchange Process

There are several important aspects of the exchange process that are worthy of your attention and understanding including the three basic steps of a 1031 exchange and the identification rules to ensure a successful exchange. In this video we take a deep dive into both of these and provide you with the knowledge you need to complete an exchange.

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COIs and the Exchange Process

Because 1031 exchanges can be considered somewhat complex transactions for investors and must be completed in accordance with highly defined regulations, they require the guidance of skilled professionals. Like yourself, each of these professionals has their own client base and 1031 exchange opportunities can occur with any member of this team. So, as you strengthen your relationships with these key individuals, you’ll begin to see the benefits of not only using their expertise on exchanges where you are the lead participant, but also enjoying the additional volume of exchanges where they’re seeking your expertise.

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Marketing DST's: How RIAs Stay on the Right Side of Compliance

Advisors can prospect for clients with private placement investments, like DSTs, using social media in a manner that doesn’t require mountains of additional work.

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Qualified Opportunity Zones: A Primer

The qualified opportunities zone (or QOZ) program may provide substantial tax benefits for investors if certain tax requirements are met.

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Qualified Opportunity Zones: Before You Invest

6 Real Estate Investment Tips to Consider Before Adding Qualified Opportunity Funds (QOZs) to your Portfolio

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