1031 Exchanges with Trevor Katzban

Many real estate investors, often near or in retirement, want to simplify their life and sell their properties—however, the consequent tax liability and the significant loss of income place investors in a difficult position.

In this month’s video podcast, VCM Wealth Advisor and Partner Ilya Zlotnik interviews Trevor Katzban, First Trust Capital Management Portfolio Manager, on the topic of how to transition from active to passive real estate ownership in a tax-efficient manner.

They cover the benefits of the IRC Section 1031, Delaware Statutory Trust, and IRC Section 721 Exchanges, and what investors need to consider for ensuring a reliable income stream during retirement.

Vivaldi is an affiliate of First Trust Capital Management L.P.  Refer to Vivaldi’s Form ADV Brochure or Investment Management Agreement for additional information regarding potential conflicts of interest and details of the relationship between the affiliates.

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