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WINNING INVESTOR CLIENTS:1031 ESSENTIALS &
FINANCING STRATEGIES FOR
REAL ESTATE AGENTS
1031 Essentials 1 Hour 1 CE Credit
A practical overview of how 1031 exchanges work and how agents can add value for investor clients.
Key Topics:
•Exchange timelines & value requirements •Related-party & seller-financing rules
•Tax reform impacts
•Drop & Swap strategies
•Reverse & build-to-suit exchanges.
TRACEY WILSON
SALES REPRESENTATIVE
IPX 1031
303-883-5846
[email protected]
Creative Lending for Investor Clients 30 Minutes
Learn how financing options support investor strategies and help agents better serve investor clients.
Key Topics:
•DSCR & cash-flow-based loans
•Conventional & portfolio products
•Creative leverage strategies
•Aligning financing with investor goals
Who Should Attend?
-Real estate agents working with investor clients -Agents seeking repeat & referral business with investor clients
-Professionals wanting to add value beyond the transaction
-Agents interested in expanding their investor clients
TIFFANY RESSETAR
LOAN OFFICER
NORTHPOINTE BANK
303-638-6670
TIFFANY.RESSETAR@NORTHPOINTE.
COM
HOSTED BY:
CAITLIN BELCHER
FIDELITY NATIONAL TITLE
SALES REPRESENTATIVE
[email protected]
720-786-0493
Register Now: https://pulse.fnf.com/RealEstate#/FTColorado/Details/78e1e037-07f9-49e1-a7d1-ec2498ae1840
Fidelity National Title, Highlands Ranch
630 Plaza Dr. Suite 109
1st Floor Training Room
Highlands Ranch, CO 80129
WEDNESDAY FEBRUARY 18, 2026
1:00 PM- 2:30 PM
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Event Venue & Nearby Stays
630 Plaza Drive, Suite 109, Highlands Ranch, CO 80129, 630 Plaza Dr, Littleton, CO 80129-2379, United States
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Concerts, fests, parties, meetups - all the happenings, one place.
