The Next Stage in Comprehensive Asset Allocation
Discover how investment advisors are building holistic portfolios with clients who own investment property.
DOWNLOAD YOUR COMPLIMENTARY COPY OF THE RIA’S GUIDE TO TAX-FAVORED 1031 EXCHANGES.
See how a select group of advisors are expanding their practice by including their client’s private real estate investments in a total financial and wealth plan.
This informative guide will help you understand:
- Benefits of 1031 exchanges and the power of tax deferral for clients who own investment property
- Avoiding missteps with 1031 exchange rules and requirements
- Adding value with your knowledge of DSTs
- Characteristics to look for when evaluating DST sponsors
- And more . . .