The Intersection of Real Estate, Private Equity, and the Great Wealth Transfer

Trillions of dollars will move over the next 10–15 years, placing real estate and private equity at the center of this historic shift. Join our speakers as they explore how these strategies fit into long-term intergenerational planning and the legal frameworks needed to navigate them. 

Key Takeaways:

• Gain an understanding of the Great Wealth Transfer

• Learn about ways real estate can assist in tax advantaged estate planning for investors

• Learn about DSTs, opportunity zone funds, and other capital raising methods for real estate sponsors

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Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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