After the Sale: Tax, Exchange, and Capital Planning for CRE Owners

You are personally invited to Part II of our Family-Owned Commercial Real Estate Learning Series, focused on the decisions owners face once

You are personally invited to Part II of our Family-Owned Commercial Real Estate Learning Series, focused on the decisions owners face once a sale is already in motion.

This session is designed for owners whose property is listed for sale, under contract, or expected to transact in the near term.

While Part I addresses whether and how to sell, Part II focuses on what happens next — the tax, reinvestment, and planning decisions that often carry equal or greater financial impact than the sale itself.

This invite-only learning event will cover:

• Capital gains considerations once a sale is underway
• Traditional 1031 exchanges and timing requirements
• Non-traditional 1031 strategies and when they may apply
• Delaware Statutory Trusts (DSTs): risks, benefits, and due diligence considerations
• When charitable gifting may serve as a tax and legacy planning strategy
• How these tools fit into broader income, estate, and wealth planning goals

Who Should Attend

This session is designed for commercial real estate and business owners who:

• Have a property actively listed for sale
• Are under contract or negotiating with a buyer
• Expect a near-term liquidity event and want clarity before closing