Liam Mailley

Profile

Courses

1
The 2026 real estate landscape — a mid-year perspective
Expires After: Does not Expire

Now On Demand • 1 CE Credit

The 2026 real estate landscape — a mid-year perspective

No future lessons/sessions currently scheduled.

Join us for a timely discussion on where real estate markets stand as we reach the halfway point of 2026. Donald Hall, Global Head of Research at Nuveen Real Estate will offer a broad view of the forces shaping the landscape today — from capital markets and interest rate dynamics to sector trends and the outlook for the remainder of the year.

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2
The next generation of wealth transfer: A scalable action plan for passing on what matters most
Expires After: Does not Expire

Now On Demand • 1 CE Credit

The next generation of wealth transfer: A scalable action plan for passing on what matters most

No future lessons/sessions currently scheduled.

Most high-net-worth investors plan to transfer wealth. In this webcast, Nuveen will help advisors implement a repeatable, scalable framework for offering these – and all clients – highly personalized guidance with wealth transfer planning.

Key takeaways:

  • Articulate the value of wealth transfer planning to clients
  • Adopt a process for providing each client a personalized path
  • Identify and leverage opportunities to provide additional value throughout the process

Sponsors of this webcast may contact registrants. This webcast is intended for financial professionals only.

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1

3
Tax optimization strategies for wealthy clients
Expires After: Does not Expire

Now On Demand • 1 CE Credit

Tax optimization strategies for wealthy clients

No future lessons/sessions currently scheduled.

Nuveen’s tax optimization program equips advisors with the tools and knowledge they need to take tax awareness to the next level and offer strategic tax planning that delivers measurable value to clients. The program includes a thorough review of current tax policies and provides a proven, client-centric process for designing and implementing customized tax strategies for specific situations and goals.

Key themes include:

  • Current tax policies and their impact on investors
  • Tax-optimization strategies for wealthy individuals and business owners
  • How a multi-year approach to tax planning may maximize optimization

Sponsors of this webcast may contact registrants. This webcast is intended for financial professionals only.

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1

4
Healthcare Real Estate Surge: Where Demand Meets Opportunity
Expires After: Does not Expire

Now On Demand

Healthcare Real Estate Surge: Where Demand Meets Opportunity

No future lessons/sessions currently scheduled.

Exclusive in-depth discussions with Nuveen Real Estate’s senior leaders as they discuss real estate market trends and relevant sectors

Join Nuveen Real Estate’s Bill Abramowitz, Portfolio Manager, Healthcare and Alternatives Strategy, and NexCore’s CIO Michael Ray, for an in-depth discussion on how the surge of Americans entering retirement age is driving the demand for healthcare oriented real estate, including senior living and medical outpatient facilities. NexCore Group is a national real estate development firm specializing in healthcare facilities by creating spaces that support modern care.

Questions may be submitted during registration to be addressed during the webinar.

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1

5
Navigating the Real Estate Resurgence
Expires After: Does not Expire

Now On Demand

Navigating the Real Estate Resurgence

No future lessons/sessions currently scheduled.

Exclusive in-depth discussions with Nuveen Real Estate’s senior leaders as they discuss real estate market trends and relevant sectors

Real estate values have stabilized and we believe powerful megatrends are currently driving sustained demand for necessity real estate.

Join Nuveen Real Estate’s Donald Hall, Global Head of Research, and Daniel Manware, Director of Research, as they explore how Nuveen’s global research platform aims to identify alpha-generating opportunities across the risk spectrum, from resilient real estate debt to supply-constrained living sectors.

Questions may be submitted during registration to be addressed during the webinar.

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1

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved. See the applicable product literature for details.

Investors should be aware that alternative investments are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales, currency exchange rates, and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.

As an asset class, real estate-related assets are less developed, more illiquid, and less transparent compared to traditional asset classes. Real estate investments are subject to various risks, including but not limited to, fluctuations in property values, higher expenses or lower income than expected, changes in economic conditions, currency values, environmental problems and liability, the cost of and ability to obtain insurance, and risks related to leasing of properties.

Real Estate debt investments are subject to significant risks, including credit risk, interest rate risk, prepayment and extension risk, liquidity risk, and the potential for loss of principal. Real estate structured credit securities may be difficult to value and sell, particularly during periods of market stress. Performance depends on the creditworthiness of underlying borrowers, property values, occupancy rates, and broader economic conditions. These investments may involve complex structures features that affect risk and return characteristics.

6
Leveraging long/short strategies to maximize tax optimization potential
Expires After: Does not Expire

Now On Demand • 1 CE Credit

Leveraging long/short strategies to maximize tax optimization potential

No future lessons/sessions currently scheduled.

High-net-worth clients often face complex wealth events that create meaningful tax challenges, from business sales to concentrated stock positions. In these moments, traditional methods may not be enough to meaningfully improve after tax outcomes.

Learn how forward-thinking advisors are incorporating tax-advantaged/long short strategies, providing them additional opportunities to harvest losses, improve tax efficiency and stay aligned with long-term investment objectives.

Key Takeaways:

  • Increase measurable after-tax value to affluent clients
  • Navigate complex wealth events with greater flexibility
  • Differentiate your practice through sophisticated solutions

Join us to discover how advanced tax optimization is helping advisors position their practice as a destination for affluent investors seeking smarter, more intentional wealth planning.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Register Now!

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1

7
Beyond the tax bill: A framework for 1031 exchanges, UPREITs, and what happens next
Expires After: Does not Expire

August 25, 2026 • 12:00pm ET • 1 CE Credit

Beyond the tax bill: A framework for 1031 exchanges, UPREITs, and what happens next

No future lessons/sessions currently scheduled.

Many of your clients may be sitting on significantly appreciated investment real estate — and facing a difficult dilemma. They may want to sell, but the prospect of a large tax bill, loss of income, and the complexity of estate planning often keeps them stuck. Knowing how to navigate a 1031 exchange program positions you as a sophisticated planning partner, can strengthen referral networks, and can help you retain high-value assets.

In this session, we will cover how 1031 exchanges and UPREITs work mechanically, the risks and complexities, and the question it naturally raises: where does the capital go next?

Key Takeaways:

  • Understand exactly how 1031 Exchanges and UPREIT structures are constructed and how capital moves through them
  • Leave with a framework for guiding clients from tax deferral into a thoughtful, potentially durable real estate allocation — not just the next property
  • Know the right questions to ask when evaluating a 1031 manager and assessing the quality and risk profile of the underlying real estate

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Register Now!

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1

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

This material is for educational purposes only. The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass.

Alternative investments, including investments in real estate investment trusts, 1031 UPREIT programs and Delaware Statutory Trusts, are speculative and involve a high degree of risk, including risk of loss of entire investment. Alternative investments such as those described herein involve complex tax structures and investment strategies, contain restrictions on transfer and are illiquid with no secondary market, and may be subject to high fees and expenses, which will reduce profits. There can be no assurance that any alternative investment program’s objectives will be achieved.

Diversification does not assure performance or protect against loss.
This material does not constitute tax advice. Investors should carefully consider the tax implications of these kinds of transactions. Operating partnerships issue K-1s for tax reporting purposes. Return of capital, depreciation and deductibility of distributions may vary compared to common REIT shares. The tax implications of these kinds of transactions, as well as the structuring required to implement them, are complex. Investors should consult with their tax professionals to understand the tax implications for their specific situations.

This communication includes a brief and general description of Section 721 and Section 1031 of the Internal Revenue Code. Transactions structured pursuant to these provisions are complex. All investors should consult their own tax advisors regarding the structuring of these transactions and their tax consequences as applicable to their particular circumstances.

Tax rates, along with IRS and Social Security Administration regulations are subject to change at any time, which could materially affect the information provided herein. The TIAA group of companies, including Nuveen, does not provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances.