Investors Seminar
On a regular basis, Ms. Grisenia Matos offers investors exploring alternative exit strategies from their appreciated investment real estate two §1031 Exchange classes—one called Building Wealth Through §1031 Exchanges, the second called §1031 TIC Exchanges-The New Alternative.  Classes usually are 1 to 1 ½ hours in length and are limited to 35 persons per class. 
 
Building Wealth Through §1031 Exchanges

 

 

 

 

 

 

 

Building Wealth Through §1031 Exchanges class is designed for the investor who has never completed an exchange, or an investor who is interested in enhancing their exchange knowledge.  In partnership with a real estate certified public accountant and/or a Qualified Intermediary, Ms. Matos covers such topics as: 

  1. Available exit strategies
  2. The §1031 Exchange process
  3. Nuances of the identification and exchange period
  4. Title considerations
  5. Tax considerations and consequences
  6. Functions of the qualified intermediary
  7. Benefits and risks
  8. Q & A

 

 

 

 

 

 

 
 
TIC Properties as Alternatives in §1031 Transactions

 

 

 

 

 

 

 

 

 

TIC Properties as Alternatives in §1031 Transactions is designed for the accredited investor.  Regulation D of the Securities Act requires that investors seeking to invest in Tenant-in-Common investments be accredited investors.  Prior to attendance all investors must complete an Investor Questionnaire and provide it to the instructor for attendance.

In partnership with a real estate certified public accountant and/or a Qualified Intermediary, Ms. Matos covers such topics as: 

  1. Overview of a traditional §1031 Exchange process
  2. Definition of TICs
  3. U.S. Supreme Court ruling SEC vs. Howey
  4. Title considerations
  5. Tax considerations and consequences
  6. Functions of a qualified intermediary
  7. Comparison Triple Net vs. TIC exchanges
  8. Benefits and risks
  9. Q & A

 

 

 

 

 

 

 

 

 
 
Attend Investor Class
For the current investor class schedule, interested participants click contact and provide complete contact information and class preference

 
Copyright © 2007 1031 Advanced Realty eXchange, LLC . All Rights Reserved. Designed By 123Triad.com   

Securities offered through Welton Street Investments LLC, 4600 S. Syracuse Street, Suite 530, Denver, CO 80237, 888.569.1031. This is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer may only be made by means of a private placement memorandum. As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, limited liquidity, and limits on management control of the property. Grisenia Matos is a Registered Representative of Welton Street Investments.