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03.15.2022 - 1031 RE

Attendees Rating:

Excellent (87%)
Average (13%)
Below Average (0%)

Comments
Here are ideas that the attendees learned from Frank and Chris:
Clients I currently have who I can identify and introduce the benefits of DSTs via 1031
DST is an alternative to a REIT
HomeZu.com was new to me.
How a 1031 DST exchange works
How and when to consider helping clients find DST for 1031 exchange; about homezu - which could help some friends.
Hybrid DST, thanks Tom for bringing this up very thankful. Also, good tool if under pressure re finding replacement properties and to combine in conjunction with other replacement properties.
I didn't even know that DST's were a "thing"... so I'm glad I was introduced to them today!
I have a client that has a warehouse he is thinking of selling. I think the DST would be a great option for him.
I need to look into DSTs.
Interesting approaches. Understanding the Series 22 requirement was a plus.
Was looking for basic familiarity on this topic and the session provided sufficient information for me
Wasn't aware of DST's. Now I have a better understanding of them and the advantages/disadvantages.
1031 Real Estate Exchange into DSTs + Flat-Fee DIY Service for Selling your Home
Presented by Frank Piscitelli and Chris Carr
Frank Piscitelli

This session coveredĀ two interesting real estate topics. One was an attractive opportunity for real estate investors who no longer want to manage the daily tasks involved with owning real estate. The other was a flat-fee listing service for selling you home; www.homezu.com.

1031 Exchanges: DSTs offer a compelling option for a tax-free 1031 exchange for those no longer interested in managing their real estate investments. Delaware Statutory Trusts, a.k.a. "DTSs," are real estate vehicles managed by institutional managers, a.k.a. "Sponsors", like Cantor Fitzgerald. This part of the program features Frank Piscitelli, a veteran of the 1031 exchange business, reviewing the nuances of 1031 exchanges, to include the timing, qualified intermediaries, partial exchanges and more.

Flat-Fee Home Selling: Chris Carr, a pioneer in the flat-fee MLS space for home sellers, will share how home sellers can now list their home on the "multi-list" for as little as $399, instead of paying a realtor 2.5-3.5% of the sales price.

Attendees Comments:

Here are ideas that the attendees learned from Frank and Chris:
Clients I currently have who I can identify and introduce the benefits of DSTs via 1031
DST is an alternative to a REIT
HomeZu.com was new to me.
How a 1031 DST exchange works
How and when to consider helping clients find DST for 1031 exchange; about homezu - which could help some friends.
Hybrid DST, thanks Tom for bringing this up very thankful. Also, good tool if under pressure re finding replacement properties and to combine in conjunction with other replacement properties.
I didn't even know that DST's were a "thing"... so I'm glad I was introduced to them today!
I have a client that has a warehouse he is thinking of selling. I think the DST would be a great option for him.
I need to look into DSTs.
Interesting approaches. Understanding the Series 22 requirement was a plus.
Was looking for basic familiarity on this topic and the session provided sufficient information for me
Wasn't aware of DST's. Now I have a better understanding of them and the advantages/disadvantages.