Real Estate Exit & Estate Planning: 1031, 721 UPREIT, and DST

Real Estate Exit & Estate Planning: 1031, 721 UPREIT, and DST

By Tommy Thompson

Join us for a deep dive into real estate exit strategies and estate planning - 1031, 721 UPREIT, and DST!

Date and time

Location

Ruth's Chris Steak House

620 West Pinhook Road Lafayette, LA 70503

Lineup

Agenda

11:30 AM - 12:00 PM

Networking


Network with an elite group of Lafayette professionals in tax, legal, real estate, and finance.

12:00 PM - 12:20 PM

Exchange Basics


Explore the intricacies and tax-deferral benefits of 1031 Exchanges with a nationally recognized Qualified Intermediary.

12:25 PM - 12:45 PM

DSTs and 721 UPREITs


Understand the potential benefits of transitioning from active property ownership to passive investment using DST’s and 721 UPREITs.

Good to know

Highlights

  • 1 hour, 15 minutes
  • In person

About this event

Business • Real Estate

October 16, 2025 | 11:30 AM | Ruth's Chris Steakhouse, 620 W Pinhook Rd, Lafayette, LA 70503

Ask yourself these 3 questions:

1. Is real estate management impacting your lifestyle and quality of life?

2. Are capital gains taxes holding you back from pursuing a sale?

3. What is the Opportunity Cost of waiting?

Join us for this exclusive in-person event where we will discuss:

  • How 1031 exchange strategies may help diversify geographically and by asset class
  • How to eliminate the headaches of Real Estate management with passive real estate strategies.
  • How to prepare a portfolio for your heirs - Estate planning strategies for real estate investors
  • Creating passive income potential through the 1031 exchange

Lunch is included. Don't miss out!

This information is for educational purposes only and does not constitute direct investment advice or a direct offer to buy or sell an investment.Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Fortitude Investmemt Group is independent of CIS and CAM.

Organized by

Tommy Thompson

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Free
Oct 16 · 11:30 AM CDT