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The 1031 Exchange: The Tax Strategy Every Real Estate Investor Should Know

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Join Scott Ward, SVP Wealth Advisor at Compound, and Lauren Speidel, AVP and Regional Manager at Exeter 1031 Exchange Services, for a live breakdown of one of the most powerful — and most misunderstood — tax strategies available to real estate investors.

🗓️ Date: Thursday, April 23
🕚 Time: 11am PT / 2pm ET

A 1031 exchange lets you defer capital gains taxes when you sell investment property — but the timeline is unforgiving. Miss either the 45-day identification window or the 180-day closing deadline, and the tax deferral disappears entirely.

What they'll cover:

  • What a 1031 exchange actually is (and what it isn't)
  • The 5 steps to prepare before your property hits the market
  • How Delaware Statutory Trusts can provide flexibility and a backup when deals fall through
  • Financing and cash flow considerations most investors overlook
  • How to build a long-term exit strategy into your exchange from day one

Don't miss this if you own investment real estate and want to protect your capital when it's time to sell.

Can't join live? Register to get the recording.

DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.