Join us for an informative discussion about how passive 1031 exchange strategies may help real estate investors transition away from active property management while pursuing tax deferral, income, wealth preservation, and estate-planning goals. The program will explore IRS-compliant fractional ownership structures, professionally managed real estate opportunities, replacement-property planning, and considerations for transferring fractional interests to heirs. 

Guest Speakers

Brian Rivera, Managing Director, Veritas Group
Brian represents Veritas Group, whose executive team has more than 50 years of combined experience and has completed over $4 billion in commercial real estate transactions. The firm’s experience includes multifamily and self-storage assets across 23 states.
Website: https://veritas.group/

Derek Mazza, Division Manager, Asset Preservation, Inc.
With more than 20 years of experience, Derek serves as a resource for investors, attorneys, CPAs, real estate professionals, and financial advisors throughout New England. He brings practical insight into 1031 exchanges, tax-deferral strategies, replacement-property planning, passive real estate options, and more complex exchange considerations.
Website: https://apiexchange.com/

JD Altobello, Managing Director, DST Authority
JD has worked in investment real estate since 2003 and specializes in helping property owners explore strategies for transitioning away from active management. His experience includes passive replacement-property options and 1031 exchange strategies that may help investors preserve cash flow and minimize immediate tax liabilities.
Website: https://www.dstauthority.com/

Food and beverages will be available.

Parking information: 

Street parking is available. There is also a Pro Park Lot located at 64-114 Asylum St.

Tickets

$15.00 CCIM CT Chapter Members & Sponsors

$25.00 NonMember