1031 UPREIT Advisor Playbook

A significant opportunity for financial professionals and accredited investors, 1031 UPREIT programs offer an attractive, tax-advantaged solution for a number of qualified investment property owners. This playbook can help you understand how 1031 UPREIT programs work so you can effectively use them to differentiate and grow your practice. It includes specific guidance on how to identify and engage appropriate clients and prospects who may benefit from the programs.

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First Name

Last Name

Email Address

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Title

Company Name

Work Phone

Country

State/Province

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Type Of Advisor

CFP #

CFA Institute ID #

IWI (CIMA, CIMC or CPWA) #

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1031 UPREIT Advisor Playbook

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