Netlease & 1031 Exchange Summit

Summary

Netlease & 1031 Exchange Summit
Thursday, October 19, 2017
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427

8:00 AM 1031 Market Update – State of the Industry
Jeff Peterson, Commercial Partners Title Exchange
Steven Katkov, Cozen O’Connor
• History and the future of the growing 1031 marketplace
• How long will 1031’s be available for investors
• Understanding the Structure and Timeline to execute your next 1031
• Why should you consider doing a 1031

9:00 AM Current Net Lease Market in the Twin Cities and around the United States
Moderator:  
Herb Tousley, University of St. Thomas
Keith Sturm, Upland Real Estate
Matt Hazelton, Marcus & Millichap
Gordon Whiting, Angelo Gordon & Co.
• Navigating the NNN lease marketplace
• How to identify quality deals with upside and low or no risk
• Projected CAP Rates based on property – Walgreens, CVS’s & Others
• Twin Cities NNN Market Update – Recent deals and activity
• How does the Twin Cities Compare to the rest of the country
• Sale Leasebacks – Recent Activity
• Opportunities in the Twin Cites NNN lease marketplace for investors

9:55 AM Break

10:05 AM Important Legal & Tax Updates for Tax Deferred Transactions
Moderator:  Jim Lockhart, 
Wipfli
Phil Gisi, Edgewood Real Estate Investment Trust
Dan Werry, JRW Investments
Steven Katkov, Cozen O’Connor
Jeff Peterson, Commercial Partners Title Exchange
• 2012 JobsAct & MNVest Update 
• UPRIET’s & Other Tax Deferred Strategies 
• 1031’s – Where are they today and where are we headed
• How Crowdfunding is impacting the Real Estate Industry
• New 1031 Strategies for Real Estate Investors
• Important Regulatory and IRS update

11:00 AM Emerging Trends for 1031 Investors & Elevating Investor Options
Moderator:  Scott Gunderson, 
Cantor Fitzgerald Capital
Michael O'Toole,
 AEI Capital Corporation
Dave McCurdy, Exchange Right
Dan Werry, JRW Investments
• Delaware Statutory Trusts (DST) - How are they structured
• State of the Industry – Size of the DST market and what deals are being done locally and nationally
• DST – Are they sold by Broker Dealers or Real Estate Professionals
• Who are the sponsors and offer DST investments for 1031 investors
• Sale Leasebacks – What are the advantages for business owners
• Other emerging 1031 solutions for investors

12:00 PM Networking


Netlease & 1031 Exchange Summit

Details

  • When

  • Thursday, October 19, 2017
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427
    USA

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