Recorded Wednesday, July 27th, 2021

In this panel discussion, we'll cover:

  • The role of a Qualified Intermediary in an exchange.
  • What to look for when selecting a QI.
  • Defining eligible properties as they relate to 1031 exchanges.
  • Investment preparation success stories and various types of exchange scenarios.

Sam Kohler

Associate Director, Account Management

Sam Kohler About Sam

Greg Lehrmann

Panelist

Greg Lehrmann About Greg

Martin Edwards

Panelist

Martin Edwards About Martin