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?
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!
Whitson Huffman is the Co-Chief Executive Officer and Chief Investment Officer of Capital Square, a national real estate investment firm with more than $7 billion in assets under management, more than $9 billion in real estate transacted, more than 10,300 investor fund accounts, and more than 20,450 apartment units transacted. Since joining Capital Square in 2018, Whitson has overseen approximately $7 billion in real estate transactions and helped grow the firm's assets under management by more than $6 billion. Under his leadership, Capital Square has initiated development projects totaling approximately 2,000 apartment units.
Justin R. Kiehne is a Financial Advisor with Fortitude Investment Group, located in Juno Beach, Florida, where Mr. Kiehne resides. Justin focuses on real estate and tax advantaged investments, retirement, and estate planning. He prides himself on delivering high quality, institutional grade real estate solutions, alternative investment options, and comprehensive, individually tailored portfolios to the retail investor that seeks to diversify investments, help remove market volatility, and maximize income potential. Justin Kiehne’s background on FINRA’s BrokerCheck.
Janet is the Vice President and Regional Sales Executive for Old Republic Exchange Company’s (ORE) Georgia, Florida and Louisiana Regions and has more than 25 years of experience in the title insurance industry. She has been involved with the facilitation of thousands of 1031 exchanges. Janet is also an approved instructor through the Georgia Real Estate Commission (GREC), the Florida Real Estate Commission (FREC), the Louisiana Real Estate Commission (LREC), the Florida Department of Financial Services (DFS), the Louisiana Department of Insurance (LDI), and the Georgia, Florida and Louisiana Bar Associations, and frequently lectures on 1031 Exchanges.
This is for informational purposes only and is not an offer to buy/sell an investment. Pictures used are for illustration purposes only and are not current offerings. Future offerings will vary and may change at any time. The companies depicted in the photographs and listed herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered an endorsement, recommendation, or offer to purchase by Fortitude Investment Group, CIS, CAM and CIA, or the investment vehicles they may offer of such depicted companies. Further, none of the companies are affiliated with Fortitude Investment Group, CIS, CAM and CIA in any manner. Concorde Investment Services, LLC 19500 Victor Parkway, Suite 550, Livonia, MI 48152.
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. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
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