Thursday, June 27, 2024 • 12:00 – 1:00 P.M. PDT

A Continuing Education Course sponsored by Bluerock
1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPWA®, and RMA® designations.

Venue

Paul Martins American Grill

Paul Martin’s American Grill (WLV)
100 S Westlake Blvd
Westlake Village, CA 91362

Host

Jasen-Van-Dusen-500x500

Jason Van Dusen
Senior Regional Vice President
Central CA (LA) + LV
Bluerock Capital Markets
949.612.5199
jvandusen@bluerockcm.com

Speaker

Gil-Savransky-500x500

Gil Savranksy
Managing Director
Bluerock Value Exchange
949.333.0898
gsavransky@bluerockcm.com

Topics Covered

What is a 1031 Exchange?
  • Example of Like-Kind Properties
  • Potential Benefits of a 1031 Exchange
  • Lifecycle of a 1031 Exchange
  • Basic Requirements
  • The Role of a Qualified Intermediary
Is a Tax-Deferred Exchange Right for You?
What is a Delaware Statutory Trust (DST)?
  • General Guidelines of a DST
  • The Benefits of a DST
Other Types of Tax-Deferred Strategies
  • 1033 & 721 Exchanges
Real World Examples
  • Building generational wealth
  • How to invest in real estate with Bluerock Value Exchange

Who Should Attend

  • Accountants/CPAs
  • Family Offices
  • High Net Worth Investors
  • Investment Advisors
  • Owners Thinking about Selling
  • Owners in the Process of a Sale
  • Property Owners
  • Qualified Intermediaries
  • Real Estate Brokers
  • Real Estate Attorneys
  • Title Companies

Reserve Your Seat

Name(Required)

This event is for Financial Professionals Only.

This is neither an offer to sell nor a solicitation of an offer to buy any securities, which can be made only by a Confidential Private Placement Memorandum (the “Memorandum”). This material must be reviewed in conjunction with the Memorandum to fully understand all of the implications and risks of the offering of securities to which it relates. A copy of the Memorandum must be made available to you in connection with this offering. Prospective investors should carefully read the Memorandum and review any additional information they desire prior to making an investment and should be able to bear the complete loss of their investment.

1031 exchanges are highly complex and failure to comply with the stringent requirements may result in a complete loss of the desired tax deferral. Investors should carefully consult with independent tax and legal counsel prior to initiating, and while performing, a tax-deferred exchange. There are numerous section 1031 rules and requirements including, but not limited to: seller cannot receive or control the net sales proceeds, replacement property must be like-kind to the relinquished property, the replacement property must be identified within 45 days from the sale of the property, the replacement property must be acquired within 180 days from the sale of the original property.

It is strongly recommended that investors seek competent, independent tax and legal counsel prior to initiating, and while performing, transactions involving Internal Revenue Code Section §1031.

Securities offered through Bluerock Capital Markets, LLC. Member FINRA/SIPC. The information contained in this e-mail and any attachments is for the sole use of the intended recipient(s) and may be legally privileged and confidential. If you are not an intended recipient, you are hereby notified that any dissemination, distribution, or copying of this e-mail is strictly prohibited. If you have received this e-mail in error, please notify the sender and permanently delete the e-mail and any attachments immediately. You should not retain, copy or use this e-mail or any attachment for any purpose, nor disclose all or any part of the contents to any other person. All email is subject to regulatory review. Neither this email nor any attachments constitute an offer to sell or a solicitation of an offer to purchase securities. Any such offer shall be made solely pursuant to the applicable private placement memorandum or prospectus. All investment strategies have risks. Past performance and/or forward-looking statements are never an assurance of future results.