Tax Advantaged Real Estate Investment Solutions

Name: Tax Advantaged Real Estate Investment Solutions
Start: 2026-01-29T09:00:00+00:00
End: 2026-01-29T10:30:00+00:00
Location: Fountaingate Gardens

January 29 @ 9:00 am - 10:30 am

Delaware Statutory Trusts: Tax and Investment Benefits

Discover how Delaware Statutory Trusts (DSTs) can help your clients defer taxes, preserve wealth and simplify the execution of IRS Section 1031 exchanges.

Join industry experts Todd S. Whiton of Direct Distribution Programs with Peak Brokerage* and Marc Meunier, SVP at Capital Square, as they share proven, tax-advantaged investment strategies every advisor should know.

This dynamic presentation will highlight the fundamentals of Section 1031 exchanges, real-world hypothetical examples, the benefits of completing a 1031 through a DST structure, estate planning opportunities, and practical ways to protect your clients’ 1031 proceeds while delivering passive, institutional-quality real estate solutions.

* Disclosure: Direct Participation Programs offered through Peak Brokerage Services LLC at 1070 E Indiantown Road, Suite 208, Jupiter FL 33477. Member FINRA/SIPC

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Details

Date:: January 29
Time:: 9:00 am - 10:30 am
Event Tags:: continuing care retirement community, event, lunch and learn, retirement living

Venue

: Fountaingate Gardens
: 32 Hauppauge Road
Commack, NY 11725 United States + Google Map
Phone: 631-715-2693
: View Venue Website

Tax Advantaged Real Estate Investment Solutions

January 29 @ 9:00 am - 10:30 am

Delaware Statutory Trusts: Tax and Investment Benefits

Details

Venue

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