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§721 Exchange: Exit Strategies for Retiring Landlords

§721 EXCHANGE: EXIT STRATEGIES FOR RETIRING LANDLORDS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

The 721 exchange is a tax-beneficial way to exchange real estate. It’s a mechanism long used by institutions, but one that can also help individuals relieve the tax burdens of selling rental properties and the headache of owning them.

This intermediate-level webinar provides a concise and thorough overview of IRC Section 721 tax-deferred exchanges for CPAs, tax and financial advisors, and accountants.

Learning Objectives:


  • Define eligibility for a 721 exchange and which types of properties do and do not qualify 

  • Outline the differences between a 1031 and 721 exchange 

  • List an end-to-end overview of a 721 exchange in real estate 

  • Name the IRS language surrounding this subsection of the code and the rules for transferring an asset 

  • Identify key components and risks during due diligence 

  • Summarize partnership taxation as it relates to Flock’s 721 Exchange offering 

  • Outline IRS rules around a partner’s basis and what changes it 

  • Describe what a pass-through entity is and how it works

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ari was motivated to start Flock while working as a hedge fund manager, during a time when he also confronted the reality of helping his parents manage their rental property. Ari was previously a Portfolio Manager at Ibex Investors. There, he led a fund of primarily HNW individuals and small family offices from inception to over $150 million AUM, annualizing at 82% returns (before fees). More notably, Ari averted a catastrophic market move to instead generate a massive return for his investors. Prior to Ibex, he volunteered to serve in the Special Forces of the Israel Defense Forces (Sayeret Matkal). Ari attended Stanford’s Graduate School of Business and graduated from Harvard College with an AB in Geospatial and Quantitative History.

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Salina Mills is the controller at Flock Homes. She is a CPA and has over a decade of experience in the real estate industry. Salina's worked in multi-family and single-family, from established companies to startups. She graduated from Arizona State University with a bachelors and masters in accountancy and is a proud Arizona native.

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Chad joined Flock in 2021 as Head of Business Operations. Prior to Flock, Chad spent 5 years at JPMorgan in New York City, where he primarily worked on the structuring and implementation of the firm’s 721 exchange fund offerings. Chad earned his MBA from University of Virginia’s Darden School of Business and graduated from William and Mary with a BBA in Finance.

About Our Presenter

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Flock seamlessly converts your individual rental property into fully passive, diversified shares in a pool of houses.

We've built a platform predicated on accessibility, transparency, and security. Our team has managed hundreds of millions of dollars, acquired tens of thousands of homes, and built technology that powers some of the leading financial and real estate technology companies.