1031 Exchange Programs: What Advisors Need to Know – Blue Owl – 11.7.24

1031 Exchange Programs: What Advisors Need to Know - Blue Owl - 11.7.24

Overview:
Title: 1031 Exchange Programs: What Advisors Need to Know
Date: Thursday, November 7, 2024
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Join Blue Owl Capital’s Jeff Hertz to discuss IRC Section 1031 exchange programs, which can unlock tax-saving opportunities for those with appreciated real estate.

Topics include:

  • Options for owners of appreciated real estate
  • Illustrative examples of qualifying properties
  • Potential benefits of a 1031 exchange program
  • Implementing in your practice

Accepted for 1 CFP® / IWI / CFA CE Credit

Speaker:
Jeff Hertz Jeff Hertz Principal Blue Owl Capital

Jeff Hertz is a Principal at Blue Owl and member of the Private Wealth Team. In his role, he focuses on the firm’s 1031 exchange solution, OREX.

Before joining Blue Owl, Jeff was a SVP and Head of Advanced Planning at Cantor Fitzgerald Asset Management. Prior to that, he was a First Vice President with Inland Securities Corporation.

Jeff received his BA in Psychology from the University of Oregon and maintains his FINRA series 7, 63 and 65 licenses.