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Continuing Education Programs

ExStra offers comprehensive courses on reverse exchange strategies designed for real estate agents and brokers and for lawyers and CPAs whose practices focus on real estate transactions and on taxation. These courses generally qualify for continuing education credits. Obtaining CLE, CPE or CE credit is based on local procedures. Please contact us to discuss whether the courses are already authorized in your area and, if not, how to obtain authorization.

The courses are delivered in presentation format. A hardcopy of the slides and any supporting materials are provided during the course. Descriptions of the courses and outlines of the materials follows:

Advanced Reverse 1031 Exchange Strategies (90 Minutes of CLE/CPE credit)

This 90-minute course describes a series of advanced reverse 1031 exchange strategies. The intended audience is legal and accounting professionals practicing in the areas of tax and asset acquisition and disposition transactions.

Learning Objectives

The course provides a moderately detailed description of several sophisticated reverse 1031 exchange strategies that are increasingly applicable in the current climate of market conditions, interest rates and Client investment strategies. In addition, the course describes various decision and optimization criteria that can be formulated and analyzed on behalf of and to the benefit of a particular Client. Lastly, the course describes contemporary risk reduction strategies related to the use of specific 1031 strategies and Accommodator profiles.

Course Outline
  1. Introduction
  2. Basic Terminology
  3. Safe Harbor Reverse Exchanges
  4. Basic Reverse Forms: Exchange Last and Exchange First
  5. Choosing Between Last and First
  6. Advanced Topic #1: Improvement Exchanges
  7. Advanced Topic #2: Exchange Last with Exchangor Carrying a Note
  8. Advanced Topic #3: The Competing QEAA Structure
  9. Advanced Topic #4: Multiple Property Strategies - Hybrid Exchanges
  10. Dealing with a Failed Safe-Harbor Reverse Exchange
  11. Economic Optimization
  12. Advanced Topic #5: Extended (non-safe-harbor) Reverse Exchanges
  13. The Importance of Security Devices
  14. Final Thoughts
Reverse Exchange Solutions (60 Minutes of CE credit)

This 60-minute course describes a series of reverse 1031 exchange strategies that are increasingly applicable in the current market for commercial and incoming-producing real estate. The intended audience is real estate agent and brokerage professionals.

Learning Objectives

The course provides a somewhat detailed introduction to several reverse 1031 exchange strategies that are increasingly applicable in the current real estate market. In addition, the course describes various decision and optimization criteria that can be formulated and analyzes on behalf of and to the benefit of a particular Client.

Course Outline
  1. Introduction
  2. New Strategies Replace Old Myths
  3. The Opportunity for Agents, Brokers and Clients
  4. The Optimal Exchange Strategy
  5. Basic Terminology
  6. Basic Reverse Exchange Forms
  7. Exchange Last
  8. Exchange First
  9. Interaction with Lenders
  10. Choosing Between Exchange Last and Exchange First
  11. Optimization Example: Comparing Delayed Exchange with Exchange Last
  12. Optimization Example: Comparing Exchange Last with Exchange First
  13. Advanced Topic #1: Improvement Exchanges
  14. Advanced Topic #2: Hybrid Exchanges – Consolidation and Diversification
  15. Further Advanced and Ancillary Strategies
  16. Final Thoughts