The Basics of 1031 Exchange
Course #: C21029408
Instructor: Julie Bratton, Vice President & Regional Sales Executive
Price: Complimentary - Open to all!
Date: September 20, 2023
Time: 11:30AM -3:00PM
Location:
Old Republic Title, 15900 SE Eastgate Way, Suite #100, Bellevue, WA 98008
15900 SE Eastegate Way
Bellevue, WA 98008
Course Description:
Title: The Basics of 1031 Exchanges
Course Description:
"The Basics of 1031 Exchanges" is a comprehensive class designed to provide licensees with a solid foundation in understanding the fundamental principles and practices of 1031 exchanges. Led by our esteemed instructor, Julie Bratton from Old Republic Exchange Company, this course aims to equip participants with the necessary knowledge to navigate the complexities of 1031 exchanges and assist clients in successfully completing their exchanges.
Course Objectives:
1. Understanding the Basic Timing, Requirements, and Concepts of a 1031 Exchange:
- Gain a thorough understanding of the fundamental principles and mechanics involved in a 1031 exchange.
- Explore the specific timing requirements and key considerations for a successful exchange.
2. Examining Various Exchange Structures and Identifying the Best Approach:
- Learn about the different types of exchanges, including simultaneous, delayed, construction, and reverse exchanges.
- Understand the nuances, benefits, and limitations of each exchange structure.
- Develop the skills to assist clients in selecting the most suitable exchange structure for their unique needs.
3. Answering Frequently Asked Questions in a 1031 Exchange Context:
- Acquire the knowledge and expertise to address common client queries and concerns related to 1031 exchanges.
- Learn effective strategies for providing accurate and reliable information to clients throughout the exchange process.
- Enhance your ability to guide clients toward successful completion of their 1031 exchanges.
By the end of this course, participants will possess a solid understanding of the fundamentals of 1031 exchanges, be equipped to guide clients through the exchange process, and have the expertise to address frequently asked questions confidently.
Join us for "The Basics of 1031 Exchange" and empower yourself with the knowledge to navigate the intricacies of 1031 exchanges effectively.
3.5 Clock Hours
Questions? Contact us at CLOCKHOURS.WA@ORTC.COM
Register for this Course
About the Instructor: Julie Bratton
With more than 27 years of experience in the real estate industry, Julie Bratton (formerly Tumbaga) has overseen OR Exchange’s Honolulu office since 2001. She manages the office’s staff, marketing initiatives and educational program. Previously, Julie was a sales and marketing consultant at Old Republic Title & Escrow (ORTC) of Hawaii. She received her Bachelors of Arts and Sciences in Architecture/Interior Design from San Diego State University in California. Julie is an affiliate member of the Hawaii Association of Realtors®, the Realtors® Association of Maui, the Kauai Board of Realtors®, the Kona Board of Realtors®, the Hawaiian Island Board of Realtors® and the Federation of Exchange Accommodators (FEA).