The Basics of 1031 Exchange
Instructor: Shanae Mabrie
Rep: Danielle Blue
Rep Email: firstname.lastname@example.org
Rep Phone: 206.707.3563
Date: February 26, 2019
The core objectives for this course are for licensees to understand the basic timing, requirements and concepts of a 1031 exchange; to learn about the various structures of exchanges, the differences between them, and how to assist clients in choosing the best structure; and, to be able to answer frequently asked questions by clients that arise in a 1031 exchange context, to assist the clients in successfully completing their 1031 exchanges.
- The five types of exchanges
- Identification requirements
- Proper vesting
- Reverse exchanges & exchanging with related parties
- Refinancing before or after an exchange: can it be done?
*this is a CLE course, not clock hours.
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About the Instructor: Shanae Mabrie
Shanae Mabrie is Vice President and Regional Sales Executive for Old Republic Exchange. With over 10 years’ experience in the real estate industry, she has focused solely on exchanges since 2012, including Delayed, Simultaneous, Reverse, and Improvement exchanges. Her experience coupled with impeccable service allows her to efficiently and easily guide clients through a seamless 1031 transaction. Shanaé holds the Professional Designation of Certified Exchange Specialist (CES®) earned through the Federation of Exchange Accommodators. Shanaé approaches exchanges with the interest of the client in mind and careful attention to detail. When combined with her experience in the real estate industry, this creates an environment for the successful and satisfying completion of your next exchange transaction.
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