JOIN US FOR A LUNCH & LEARN PRESENTATION:

Real Estate Exit & Estate Planning: 1031, 721 UPREIT, and DST Insights from Industry Experts

Tuesday, November 3, 2026 | 11:30 AM | Ruth's Chris Steak House, Downtown West Palm Beach
Highlighted Guest Speaker: Whitson Huffman, Co-Chief Executive Officer & Chief Investment Officer, Capital Square

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!

Register for our FREE Lunch & Learn!

1031 Exchange
 Exclusive Networking Plus Two In-Depth Presentations:
 
11:30 am – 12:00 pm – Networking
Network with an elite group of Palm Beach professionals in tax, legal, real estate, and finance.

12:00 pm - 12:20 pm – 1031 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, featuring Highlighted Guest Speaker Whitson Huffman of Capital Square.
  

Speakers:

Whitson Huffman Headshot

Highlighted Guest: Whitson Huffman

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.

Tommy Thompson Headshot

Tommy Thompson

Tommy J. Thompson is a Vice President, Southeast and Licensed Financial Representative with Fortitude Investment Group. Tommy offers his knowledge and experience from collaborations with investors, real estate professionals, engineers, architects, construction management teams & finance professionals through his professional career to provide a unique perspective on a variety of situations. He offers investors the opportunity to potentially benefit from a passive investment in institutional real estate (1031 Exchanges) through DST (Delaware Statutory Trust) and TIC (Tenants in Common) investments. Check Tommy’s background on FINRA’s BrokerCheck.
Justin Kiehne Headshot

Justin Kiehne

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 Schaum Headshot

Guest Speaker: Janet Schaum

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.