About this Event
October 16, 2025 | 11:30 AM | ,
Ask yourself these 3 questions:
1. Is real estate management impacting your lifestyle and quality of life?
2. Are capital gains taxes holding you back from pursuing a sale?
3. What is the Opportunity Cost of waiting?
Join us for this exclusive in-person event where we will discuss:
- How 1031 exchange strategies may help diversify geographically and by asset class
- How to eliminate the headaches of Real Estate management with passive real estate strategies.
- How to prepare a portfolio for your heirs - Estate planning strategies for real estate investors
- Creating passive income potential through the 1031 exchange
Lunch is included. Don't miss out!
This information is for educational purposes only and does not constitute direct investment advice or a direct offer to buy or sell an investment.Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Fortitude Investmemt Group is independent of CIS and CAM.
Agenda
🕑: 11:30 AM - 12:00 PM
Networking
Info: Network with an elite group of Lafayette professionals in tax, legal, real estate, and finance.
🕑: 12:00 PM - 12:20 PM
Exchange Basics
Info: Explore the intricacies and tax-deferral benefits of 1031 Exchanges with a nationally recognized Qualified Intermediary.
🕑: 12:25 PM - 12:45 PM
DSTs and 721 UPREITs
Info: Understand the potential benefits of transitioning from active property ownership to passive investment using DST’s and 721 UPREITs.
Event Venue & Nearby Stays
Ruth's Chris Steak House, 620 West Pinhook Road, Lafayette, United States
USD 0.00
