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Recapping WMRE’s Guide to Investing in CRE

Our second quarter real estate forum focused heavily on 1031 strategies, including using TICs and DSTs as ways to roll over investments in single properties into funds or portfolios.

Over the course of three days last week, four sessions in WMRE’s second virtual forum of 2022 laid out how investors—particularly those exploring 1031 strategies—can navigate the current real estate investment market.

All four sessions from the forum, entitled WMRE’s Guide to Investing in CRE: Second Quarter Review, are available for on-demand viewing by clinking on the links below each session description below. The forum was a follow-up to our first quarter forum and two forums WMRE hosted in 2021. (All of those sessions are also available for on-demand viewing by registering here, here and here.)

First National Realty Partners was the platinum sponsor for the forum. Versity was the silver sponsor.

Other sponsors included Ashcroft Capital, First American Exchange Co. and Kay Properties & Investments LLC.

Capital Gains Tax Benefits for Real Estate Investors

As a real estate investor, taxes are expected. However, 1031 exchanges allow investors to defer capital gains taxes. This panel will discussed the steps in the 1031-process including reverse exchanges, trends seen in the industry today, and how you and your clients can utilize this tax benefit.

The panel featured speakers from First American Exchange Company, a national qualified intermediary owned by First American Title Insurance Company. Julie Baird, president, Jeannie Burke, commercial sales representative, Ken Harris, exchange manager, Cynthia Knowlson, commercial sales representative and Mike Brady, vice president and eastern region manager, were featured during the session.

View recording here.

How Multifamily Private Placements Work - Cash Flow, Equity and More

Multifamily private placements allow investors an opportunity to collect monthly cash flow (passive income) and participate in the equity (growth) as real estate appreciates in value. Travis Watts, a full-time apartment investor and the director of investor relations at Ashcroft Capital, laid out how multifamily private placements are structured and how they benefit accredited investors.

View recording here.

How to Execute a 1031 Exchange with a Private Equity Sponsor

First National Realty Partners' Managing Director, Drew Carpenter, laid out what investors need to know to execute a 1031 exchange with a private equity real estate sponsor, specifically on stable grocery-anchored assets. The session laid out the tax benefits, requirements, and timelines of a 1031 exchange with a private equity sponsor. DSTs vs. TICs, and pros and cons of each structure.

View recording here.

Why Investors are Selling Their Investment Properties and Turning to DSTs for Their 1031 Exchanges

Chay Lapin, president, Betty Friant, senior vice president and Jason Salmon, senior vice president, managing director of real estate analytics, all with Kay Properties & Investments LLC, described the benefits of using DSTs for executing 1031 exchanges.

The session laid out:

  • How COVID-19 drastically changed the landscape for investment property owners
  • Specific examples of recent regulations that have impacted investment owners
  • Why many real estate investors are deciding to exit their real estate investments and moving into alternative investment strategies that offer passive management, the potential for monthly income, and the opportunity to invest in institutional caliber real estate assets.

View recording here.

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