How Sponsors are Raising More Capital With Tax-Deferred and Passive Income Strategies
SponsorCloud
35:48
1031 Exchanges, Delaware Statutory Trusts & Beyond
What You’ll Learn in This 45-Minute Session
➡ The Most Effective Strategies to Defer Capital Gains and Build Passive Income
A comprehensive breakdown of 1031 Exchanges, Delaware Statutory Trusts (DSTs), UPREITs, NNN leases, and TIC structures: how they work, when to use them, and what to watch out for.
➡ Market Trends Driving Passive Demand
The push toward passive income and tax deferral amongst investors looking for their next GP.
➡ Clear Use Case Scenarios
Get a practical understanding of which tool fits which situation (and when to avoid them).
➡ Real Data, Real Strategies
Insights from Accruit’s nationwide network of intermediaries on exchange volumes, asset preferences, and return trends.
Why Attend?
✔ To Stay Competitive
Learn how successful sponsors are integrating tax-deferred, passive strategies into their capital stack.
✔ Tools That Turn “Maybe” Into “Committed”
Gain a working knowledge of today’s most-used like-kind exchange models and passive investment strategies. Also, learn how to speak credibly with sellers and LPs about them.
✔ Direct Access to Experts
Participate in an open Q&A with SponsorCloud and Accruit representatives.
✔ Immediate Application
Whether you're preparing your first 1031-based deal or refining your approach to capital raising, this webinar will give you actionable intelligence on the strategies that work for your unique situation.
Speakers
Alex Moore
Senior Account Executive, Accruit
Alex is a Senior Account Executive with Accruit, one of the nation’s leading Qualified Intermediaries. With a deep expertise in real estate tax deferral strategies, including 1031 Exchanges and real estate partnerships through Self-Directed IRAs, Alex has guided hundreds of clients across the country through successful tax deferral transactions. He is passionate about empowering clients with comprehensive and personalized service to optimize the 1031 Exchange process. Alex is also a Continuing Education Instructor in multiple states, including Florida and Georgia.
Harisimran Khalsa
President of Professional Services, SonsorCloud
Harisimran brings over 20 years of accounting experience to her role at SponsorCloud, 10 years specialized in real estate. She has also been a CFO in private equity and her expertise in financial strategy and tax compliance ensures that SponsorCloud’s clients receive top-tier guidance in navigating the complexities of the real estate market.
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How Sponsors are Raising More Capital With Tax-Deferred and Passive Income Strategies
35:48