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Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth.

Join Robert Curtiss with guest Joe Carey,  alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax deferral strategy for real estate investors. 

Rob and Joe discuss:

• When should real estate investors consider using a 1031 exchange as a tax deferral strategy
• Why would clients benefit from utilizing a 1031 exchange
• What are the costs associated with different types of Delaware Statutory Trusts (DSTs)
• Ways 1031 exchanges add value to long-term wealth planning
• And more!

Resources:

• Educational videos (bottom of the page)

Connect with Joe Carey:

• LinkedIn: Joe Carey

Connect with Robert Curtiss:

• rcurtiss@seia.com
• (626) 795-2944
• About Robert Curtiss 
• LinkedIn: Robert Curtiss
• Facebook: Robert Curtiss
• SEIA
• LinkedIn: SEIA

About Our Guest:

In May 2018, Joe Carey earned his Bachelor of Science Degree in Finance at Siena College, achieving the Academic Excellence Award – Finance, which is awarded annually to the graduating student with the highest program GPA. 

Since graduating, he has committed to continuing his education through enrollment in the CFA Program, obtaining his charter in 2022. Currently, Joe is an Investment Officer at NYSTRS in the Investment Risk division, where he focuses on the ~$150 billion portfolio’s active risk, liquidity position, solvency during stressed markets, and asset allocation mix. 

Additionally, Joe is a leading member in the development of NYSTRS’ climate risk strategy, reporting, and assessment processes.