Breakout Session | Unlocking Listing Opportunities with 1031 Exchange Strategies: Real Stories from the Field

Join us for a practical, skill-building session designed specifically for real estate professionals who want to expand their listing pipeline by understanding how tax-deferral tools and investment strategies can align with their clients’ long-term goals.

1) Identify and engage clients with appreciated real estate who are ideal candidates for 1031 Exchanges—including how to recognize red flags and position tax-deferral strategies during listing appointments.

2) Gain a working understanding of Delaware Statutory Trusts (DSTs) as a tool for helping clients transition from active property management to passive income investments.

3) Apply practical strategies and best practices from real-world case studies to collaborate effectively with tax advisors, Qualified Intermediaries (QIs), and DST providers in order to streamline complex transactions and add value.