CE Class: 1031 Exchange

Course Objectives

• Learn why, when, where and how investors use, or should use, § 1031 Exchanges

• Identify Exchange opportunities to increase your business and income

• Understand key requirements for a successful Exchange

• Consider best practices for selecting a QI (Qualified Intermediary)

• Recognize common Exchange opportunities and challenges

• Gain a thorough understanding of Reverse 1031 Exchange structures

• The role of the Exchange Accommodation Titleholder (EAT)

• Variations, i.e. Improvement and Construction Exchanges

• Combinations thereof and special considerations

• Explore “drop-and-swap” and “swap-and-drop” solutions

• Review owner-carry note scenarios in conjunction with a 1031 Exchange

• Examine the power of 1031 Exchange long-term strategies

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