CFO and Controllers SIG - Understanding 1031 Exchanges
Special Interest Group Event
Topic: Understanding 1031 Exchanges
Navigated the right way, 1031 exchanges can provide substantial tax benefits. This presentation is designed to provide you with an overview of the 1031 exchange process, rules and benefits as well as how a Delaware Statutory Trust (DST) can facilitate transacting 1031 exchanges for certain types of properties. It will also cover the current real estate market environment. Chris Yost of Cantor Fitzgerald will lead the discussion and address questions on 1031 exchanges.
During this discussion, participants will:
• Receive an overview of 1031 Exchanges – process, rules and benefits
• Learn about Delaware Statutory Trusts and how they can be used to facilitate 1031 Exchanges
• Become more knowledgeable about the current real estate market environment and how to benefit from 1031 Exchanges
Presenter: Chris Yost
Senior Vice President
Cantor Fitzgerald Capital
Chris brings over 21 years of experience in the financial services and the alternative investment industry, and works directly with registered representatives and investment advisors.
Prior to joining Cantor Fitzgerald in 2012, Chris held senior roles at Retail Centers of America & Phillips Edison REIT and Hartford/ PLANCO. Chris earned his Bachelors Degree from the University of Pittsburgh. He currently holds FINRA Series 7, 63, 26 licenses, as well as the CAIA Fundamentals in Alternatives Designations and has his Real Estate License. Cantor Fitzgerald Capital is a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor.
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)
7:30 AM - 9:00 AM
Cordia Partners 8330 Boone Blvd Suite 350 (Main Conference Room) Vienna, VA 22182