Real Estate Exit & Estate Planning: 1031, 721 UPREIT, and DST
Schedule
Thu Oct 16 2025 at 11:30 am to 12:45 pm
UTC-05:00Location
Ruth's Chris Steak House | Lafayette, LA
About this Event
October 16, 2025 | 11:30 AM | ,
Ask yourself these 3 questions:
1. Is real estate management impacting your lifestyle and quality of life?
2. Are capital gains taxes holding you back from pursuing a sale?
3. What is the Opportunity Cost of waiting?
Join us for this exclusive in-person event where we will discuss:
- How 1031 exchange strategies may help diversify geographically and by asset class
- How to eliminate the headaches of Real Estate management with passive real estate strategies.
- How to prepare a portfolio for your heirs - Estate planning strategies for real estate investors
- Creating passive income potential through the 1031 exchange
Lunch is included. Don't miss out!
This information is for educational purposes only and does not constitute direct investment advice or a direct offer to buy or sell an investment.Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Fortitude Investmemt Group is independent of CIS and CAM.
Agenda
🕑: 11:30 AM - 12:00 PM
Networking
Info: Network with an elite group of Lafayette professionals in tax, legal, real estate, and finance.
🕑: 12:00 PM - 12:20 PM
Exchange Basics
Info: Explore the intricacies and tax-deferral benefits of 1031 Exchanges with a nationally recognized Qualified Intermediary.
🕑: 12:25 PM - 12:45 PM
DSTs and 721 UPREITs
Info: Understand the potential benefits of transitioning from active property ownership to passive investment using DST’s and 721 UPREITs.
Where is it happening?
Ruth's Chris Steak House, 620 West Pinhook Road, Lafayette, United StatesEvent Location & Nearby Stays:
USD 0.00
