Realtor MCE Training

 

 
1031 Advanced Realty Exchange, LLC is an approved Texas Real Estate Commission (TREC) provider (Provider ID# 666660541) for mandatory continuing education (MCE) credit. Ms. Grisenia Matos is an approved TREC MCE instructor (TREC ID#8811650990). On a quarterly basis and by request, she conducts two three-hour credit classes: 1031 Exchange Basics; and 1031Exchanges and Tenant-In-Commons.

 

 
 
1031 Exchange Basics (TREC Course Number 03-00-119-6366)

 

The §1031 Exchange Basics class covers the following topics:  

  1. Overview and brief exchange history
  2. The Internal Revenue Service requirements
  3. The exchange process
  4. Definitions
  5. The 45-day and 180-day rule requirements
  6. Identification guidelines—3 property rule, 200% rule and 95% rule
  7. Analysis of potential tax savings
  8. Contract language

 
 
1031Exchanges and Tenant-In-Commons
(TREC Course Number 03-00-119-6367)

 

 

 

 

 

 

 

 

 

 

The New Exchange Trends--§1031 TIC Exchange class covers the following topics

  1. Definition of TICs
  2. Structure
  3. Regulation D of the Securities Act
  4. IRS Revenue Procedure 2002-22
  5. U.S. Supreme Court Ruling SEC vs. Howey
  6. Risks to real estate licensees
  7. Costs to the Investor
  8. Reviewing a private placement memorandum
  9. Analyzing a TIC deal
  10. Analyzing the sponsor
  11. Market risk considerations
  12. Sponsor responsibilities
  13. Asset/property managers’ responsibilities
  14. Locating TICs
  15. Marketing TICs

 

 

 

 

 

 

 

 

 

 
 
Attend MCE Class

For the current MCE training schedule, interested licensees click Contact and provide complete contact information and class preference.
 
 
Copyright © 2007 1031 Advanced Realty eXchange, LLC . All Rights Reserved. Website Design by 123Triad Web Design   

Securities offered through Welton Street Investments LLC, 9780 Mount Pyramid Court, Suite 400, Englewood CO, 80112, 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.