JOIN US FOR A WEBINAR PRESENTATION:

1031 Exchange Strategies, DST’s, 721's and Other Passive Replacement Options Explained

January 21, 2025 | 3:00 PM | Zoom Webinar

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?

In this informative 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

Register for our FREE Webinar!

1031 Exchanges

The 1031 Exchange name comes from Internal Revenue Code Section 1031. It enables you to defer capital gains tax and depreciation recapture by reinvesting the proceeds from the sale of investment property into replacement property, thus preserving significant wealth in your estate.

Speakers:

Tommy J. 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

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.

Tanner Whitehurst

Tanner is a registered representative with Fortitude Investment Group. As a 1031 exchange professional, Tanner educates and works with sellers, or potential sellers, on the exchange process and what to expect once they begin an exchange. He currently maintains his Series 7 and Series 63 Security Licenses. Check Tanner’s background on FINRA’s BrokerCheck

Katie Rienas

Katie is a licensed financial representative with Fortitude Investment Group. Growing up Katie was exposed to the commercial real estate industry as her family has owned and operated a commercial mortgage business since 1996. Her family also has many years of experience with commercial real estate investing. With a passion for supporting her community she is looking forward to participating in more local outreach services.Katie currently holds her Series 7 and Series 63 license.

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.

To access Concorde's Form Customer Relationship Summary (CRS), please click here.