Sequent Real Estate + Wealth Management Webinar Series
Downloads
Your Guide to a Delaware Statutory Trust
Your Guide to a 721 UPREIT
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1031 Tax-Deferred Exchange and Delaware Statutory Trusts
Strategies for Deferring Taxes and Identifying Replacement Property
Webinar Dates and Zoom Registration:
December 8, 2026 | 11:00 AM (MT)
1.0 Hour CPE (CPA)
1.0 Hour CE (CO Realtor)
A 1031 exchange allows real estate investors to defer capital gains taxes by
reinvesting proceeds from the sale of investment property into qualifying
replacement real estate.
Learn how this strategy may help you:
Understand key 1031 exchange rules, timelines and requirements
Evaluate traditional and passive replacement property options
Explore strategies for identifying replacement property options
Explore strategies for identifying replacement property that align with an
investors long-term, real estate and financial objectives
721 UPREIT Exchange
Transition from Ownership to Long-Term Portfolio Growth
Webinar Dates and Zoom Registration:
December 15, 2026 | 11:00 AM (MT)
1.0 Hour CPE (CPA)
1.0 Hour CE (CO Realtor)
A 721 exchange allows you to contribute real estate into a REIT structure in
exchange for operating partnership units—providing an alternative path
beyond traditional 1031 exchanges.
Learn how this strategy may help you:
Transition out of concentrated real estate holdings
Gain exposure to diversified institutional portfolios
Potentially create long-term estate and income planning flexibility
Peter K. Fisher | Co-Founder & Senior Financial Advisor
Denver, CO
Sequent Real Estate + Wealth Management
Direct: 415.918.2225 | Office: 415.834.1031
Email: pfisher@sequent-rewm.com
San Francisco Office:
44 Montgomery Street, Suite 1610
San Francisco, CA 94104
California | Colorado | New York
Disclosure: This communication is for informational purposes only and does not constitute an offer to sell or a solicitation to purchase any security. Any offering of interests in securitized real estate investments, including Delaware Statutory Trusts (“DSTs”), is made only by a sponsor’s Private Placement Memorandum (PPM) and is available solely to accredited investors and accredited entities. Investments in private placements and DSTs involve significant risks, including loss of principal, illiquidity, lack of investor control, and no guarantee of cash flow, tax treatment, or investment results. This material should not be construed as tax or legal advice; investors should consult their CPA and legal advisors regarding their specific situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM.