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Investment Webinars

Educational Resources for Informed Investing

Our investment webinars feature industry experts discussing alternative investment strategies, market trends, and specific investment opportunities. These educational sessions are designed to help investors make informed decisions and stay current with market developments.

Upcoming Webinars

May 15, 2023
Live

DST Investment Fundamentals

An introduction to Delaware Statutory Trusts and their role in 1031 exchanges. Learn about the structure, benefits, and considerations of DST investments.

2:00 PM EST
Presented by Ken Boyd
May 22, 2023
Live

Real Estate Market Outlook

Analysis of current market trends and future outlook for commercial real estate sectors. Explore opportunities in multifamily, industrial, retail, and healthcare properties.

1:00 PM EST
Guest Speaker: Sarah Johnson
June 5, 2023
Live

Tax Strategies for Investors

Effective tax planning strategies for real estate investors and high-net-worth individuals. Learn about 1031 exchanges, opportunity zones, and other tax-advantaged investment structures.

3:00 PM EST
Guest Speaker: Michael Chen, CPA
June 19, 2023
Live

Alternative Investment Strategies

Explore diversification beyond traditional stocks and bonds. Learn about real estate, private equity, and other alternative investment options for portfolio enhancement.

2:00 PM EST
Presented by Ken Boyd

On-Demand Webinars

Missed a live webinar? Access our library of recorded sessions at your convenience.

Understanding 1031 Exchanges

A comprehensive overview of 1031 exchanges, including timelines, requirements, and strategies for successful completion.

Recorded: April 10, 2023
Duration: 45 minutes

Multifamily Investment Opportunities

Explore the benefits of multifamily real estate investments, market trends, and strategies for identifying promising opportunities.

Recorded: March 15, 2023
Duration: 60 minutes

Estate Planning for Investors

Learn strategies for preserving wealth and minimizing taxes through effective estate planning techniques for real estate and alternative investments.

Recorded: February 22, 2023
Duration: 55 minutes

Webinar Resources

Download presentation slides and supplementary materials from our webinars.

1031 Exchange Checklist

A comprehensive checklist for navigating the 1031 exchange process, including key deadlines and requirements.

Real Estate Market Analysis

Current data and projections for various real estate sectors, including multifamily, industrial, retail, and healthcare.

Tax Strategies Presentation

Slides from our tax strategies webinar, covering 1031 exchanges, opportunity zones, and other tax-advantaged investment structures.

DST Investment Guide

Comprehensive guide to Delaware Statutory Trust investments, including structure, benefits, and considerations.

Request a Custom Webinar

Interested in a specific investment topic? Let us know, and we may feature it in an upcoming webinar.