This session will explore how to advise clients on whether to hold or sell real estate during their business exit. We will cover 1031 exchange options, types of properties, expected returns, and the commercial real estate market overview.  Additionally, we will discuss the pros and cons of DST investments versus fully owned properties. Case studies will highlight structuring leases to maximize value, executing 1031 exchanges for cash flow and analyzing investment portfolios for after-tax cash flow opportunities.

Learning Objectives:

• How to address the commercial real estate involved in a business sale
• 1031 exchange best practices
• Conversations to have with clients about their existing commercial real estate
• Overview of Delaware Statutory Trusts
• How to increase assets under management through commercial real estate