Brian Fritz, SVP & Head of Exchange Solutions Team

Posts by Brian Fritz, SVP & Head of Exchange Solutions Team :

July 16, 2025

Concerned About K-1 Gains? QOZs to the Rescue

QOZs

Owners of pass-through entities often encounter capital gains when selling an asset. These gains are typically reported on a Schedule K-1 and can result in a significant tax event. However, for those [...] Read More

May 09, 2025

The Power of Tax Deferral in Real Estate: 1031/721 Exchange vs. Cash-Out

1031 Exchanges/Guides 721 Exchanges

When it comes to real estate investment strategies, Section 1031 and 721 exchanges offer an attractive opportunity for investors seeking to maximize real estate investment potential. Read More

July 23, 2024

Leveraging Commercial Real Estate as a Diversification Tool for Client Portfolios

Capital Markets/Commercial Real Estate

In recent years, financial professionals have increasingly turned to commercial real estate (CRE) as a valuable investment to diversify and strengthen client portfolios. This shift has been driven by [...] Read More