Dear agents, brokers and investors,
Test yourself by answering these questions and if you can’t answer 80% posted, come join us!
Class II (3-hr): Title “Advance 1031 exchange” / Course# 42554
Prerequisites: Must complete course# 49141
– What happens when you sell your investment property via carry back note?
– Can you add the note into your exchange? How?
– What is a construction exchange?
– What instruments / contracts are needed to perform this exchange?
– What is a reverse first exchange?
– Who needs to use this type of exchange?
– What are the challenges to complete this exchange?
– What is a reverse last exchange?
– Who needs to use this type of exchange?
– How to navigate vesting issues inside a 1031 exchange in a partnership? What is a drop & swap approach?
– What are the challenges using a 1031 exchange with a future development downstream?
– Can foreigners do a 1031 exchange? How?
– How to overcome FIRPTA withholding in a 1031 exchange?
– Types of replacement non-traditional replacement properties: DST, NNN, and UPreit 721 exchange?
– What is an Opportunity zone? Pros and cons?
– What are the pro and cons of these type of investments?
– Can you stretch out a single exchange over 360 days?
Speaker:
Mr. Wai-Yew Lam – TREC Instructor
Real Estate School of Texas – Provider #646
RSVP TO: wlam@adelphiretirement.com (c) 925.212.1727
Sponsor: Southwestern National Bank
Class address: 6901 Corporate Dr, Houston, TX 77036
Date: February 21, 2025 (Friday)
Time: 9.30am to 12.30pm
Course# & Title: #42554 – Advance 1031 Exchange
Pre-requisites: Must complete Class I (#49141)
Cost: $20 via cash or check hand deliver to instructor at the end of class