Event hosted by: CREW Network
Personal Investing IV
In the next Personal Investing series, CREW Network members are invited to join an enlightening member-led session focused on 1031 Exchanges. Whether you're a seasoned investor or just starting out, this event will provide you with valuable insights and tools to enhance your personal wealth, like one platform to ‘Get the Word Out ‘when you have an opportunity to market to investors.
What is a 1031 Exchange?
A 1031 Exchange, also known as a like-kind exchange, is a powerful tool under Section 1031 of the IRS Code. It allows investors to defer capital gains taxes on an investment property when it is sold, as long as another similar property is purchased with the profit gained by the sale. This strategy is highly beneficial for real estate investors looking to grow their investment portfolios without immediate tax liability.
Main takeaways from this session:
Grow Your Investment Portfolio: Learn how to use 1031 Exchanges to expand your real estate holdings effectively and efficiently.
Tax Deferral Strategies: Understand how to defer taxes and use your capital gains to invest in higher-value properties.
Networking and Marketing: Discover how to market your investment opportunities to the right audience and grow your professional network within the real estate market.
Don't miss out on this fantastic opportunity to advance your understanding of real estate investment and tax-deferral strategies.
Featuring
Julie Baird is President of First American Exchange Company. She leverages people centered leadership practices to foster an organizational culture of collaboration, transparency, and trust, with employees reporting high job satisfaction while delivering record setting financial results. She is a frequent speaker and author on 1031 exchange and industry related topics.
Sandra started her professional career in the HR division of a well-known New York City asset management firm that has since merged with other firms and is known today as State Street. The people skills Sandra garnered have stayed with her and she finds that connecting with people as well as bringing people together is what excites her the most.
In 2016, she founded SL Taylor Investments and is the Managing Principal. SL Taylor Investments is a women owned commercial real estate investment company that focuses on B & C grade multifamily acquisition, re-development and full-service asset management for Limited Partner investors. Sandra's responsibilities include oversight of business operations and expansion, construction management plus discovery of new investor relationships.
Tracy Treger is a Principal at Syndicated Equities, a private equity real estate investment firm with over $2B AUM that invests nationwide across all CRE asset classes - multifamily, retail, office, government, industrial, medical, hospitality, parking, and storage. She is a seasoned attorney with 3 decades of experience advising clients on financial matters, and a FINRA-licensed registered representative. Her primary role at Syndicated is to cultivate and educate investors, to identify appropriate replacement properties to complete tax-deferred 1031 exchanges, and to make connections within the CRE industry to help everyone grow their business.
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