XPX New York: Alternative tax and real estate strategies

What every advisor should know

Real Estate is one of the more commonly held investments across all types of investors including many small to medium size business owners. As a result, many of the professionals within the XPX community are familiar with the concept and powerful tax benefits of 1031 Exchanges.

However, how many are familiar with a passive and potentially more efficient 1031 Exchange solution such as Delaware Statutory Trusts (DST’s)? These passive 1031 Exchange strategies will be the focus of our discussion and what XPX members will find useful when advising clients selling real estate or more specifically those selling businesses that might not want to actively manage real estate going forward.

Meet our Speaker:

James Child, Advisor - Third Seven Capital (TSC)

James is currently an advisor with Third Seven Capital (TSC). TSC is an alternative investment firm in New York City and James leads the firm’s efforts in 1031 Exchange Solutions and other real estate alternatives. Prior to joining TSC, James spent twelve years with the Credit Suisse Private Bank’s Fixed Income Group. During his career at the bank he was a fixed income credit specialist and helped manage an almost $30 billion cash management business. He left the bank as a Director and holds both his Series 7 & 63. He is also a licensed NJ Real Estate Agent. James obtained his Bachelors of Science in Management from Tulane University’s AB Freeman School and his MBA from NYU’s Stern School of Business with a focus on International Finance and Economics.