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

Voit Real Estate Services

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.<h3>This invite-only learning event will cover:</h3><ul><li>Capital gains considerations once a sale is underway</li><li>Traditional 1031 exchanges and timing requirements</li><li>Non-traditional 1031 strategies and when they may apply</li><li>Delaware Statutory Trusts (DSTs): risks, benefits, and due diligence considerations</li><li>When charitable gifting may serve as a tax and legacy planning strategy</li><li>How these tools fit into broader income, estate, and wealth planning goals</li></ul><h3>Who Should Attend</h3>This session is designed for commercial real estate and business owners who:<ul><li>Have a property actively listed for sale</li><li>Are under contract or negotiating with a buyer</li><li>Expect a near-term liquidity event and want clarity before closing</li></ul>

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

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

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