1031 exchange with Morgan Stanley

816 Ludlow Ave,Rochester MI 48307

04 April, 2023

Description

Morgan Stanley is a global leader in Alternative investments, offering a comprehensive suite of productsin a wide variety of strategies. Alternative investments, such as Private REITs, offer innovative strategiesthat align with sophisticated investors’ financial goals. For real estate investors looking to takeadvantage of the tax deferred benefits of a 1031 exchange, there may be investment opportunities thatyou might not be familiar with. You’ll learn about a program that combines both a 1031 and a 721exchange that enables a client with a physical property to exchange it for shares in a Private REIT. Shara Wallace is the VP, Regional Director at Ares Wealth Management Solutions Matt Sebastian is a Portfolio Manager, Financial Advisor at Morgan Stanley Wealth Management in Rochester.