1031 Exchange / 721 UPREIT - Flexibility & Optionality in a Commonly Illiquid Market
Date: Tuesday, April 22, 2025
Time: 4:30pm - 7:00pm
Location: Santa Barbara Club
Speaker: Maxwell Phillips, Partner, Channel Wealth
Max is a partner at Channel Wealth, a Santa Barbara based SEC Registered Investment Advisory firm.. He will provide information on the current state of securitized 1031 exchange market with an emphasis on the DST (Delaware Statutory Trust) and 721 UPREIT options. He will highlight the pros/cons and benefits/limitations of the strategies and will discuss case studies involving traditional and more esoteric usage of the DST structure to solve estate issues.
