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TOPIC: Tax Deferral Strategies for Real Estate

Invesco Real Estate manages $91B+ across the globe and has been in the industry for 40+ years. Invesco will be discussing their real estate platforms robust investment capabilities and specific tax-deferral strategies. The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our Real Estate Exchange Specialist at Invesco Real Estate will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Our Specialist will provide details about how these programs were designed to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.

SPEAKER:

Kyle Connor, Real Estate Exchange Specialist at Invesco US

SPEAKER BIO: 

Kyle Connor is a Real Estate Exchange Specialist at Invesco Real Estate. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the process of exchanging investment real estate into Invesco’s Private Market offerings, and to serve as a subject matter expert on Real Estate Exchange to Invesco Distribution within the Wealth Management Intermediary channel.

More Information:

Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.

There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 CFP CEU pending for this session 

No refunds after 11 am the day before the meeting.