Real Estate End Game Strategies

Event by CCIM Oregon/SW Washington

Real Estate End Game Strategies

Wednesday, April 3, 2024 at 11:45 AM to 1:15 PM (PST)
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location

HBA Event Center
15555 Bangy Road
Lake Oswego, Oregon, United States 97035

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While an aging sector of real estate investors wait for capital markets to find their footing, there are a variety of friendly exit strategies available for investors seeking a path forward. Are you or your clients ready to walk away from their landlord responsibilities and avoid the inevitable tax consequences of an outright sale.

This presentation will enlighten brokers on the different leveraging techniques to better serve their clients. If you or your clients are frustrated by rent control policies, seeking diversification for a real estate portfolio, or concerned about the 45-day deadline if they venture out to find a replacement property, you need to attend this event.

Moderator:
David Moore
Equity Advantage
Moderating the panel to explore a variety of real estate solutions brokers and investors are turning to, including Delaware Statutory Trusts (DSTs), 721/UPREITs and Qualified Opportunity Zone funds.

Panelists:
Taylor Ashland
Wealth Manager & Estate Planner
Ashland Pacific
Taylor creates customized financial solutions designed to fit the specific needs for each of his real estate investor and business owner clients. He takes the necessary time to explain both how a solution works and why it is being recommended. Taylor graduated from Northeastern University magna cum laude. He also served honorably in the United States Marine Corps.

Bob Zink
Zink Realty Advisors
Bob is an experienced Real Estate Investment Specialist, specializing in all areas of investment real estate including estate building and tax deferred exchanges, through the use of conventional ownership and DST ownership.