Real Estate

4.61

Real Estate Investment Law

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Washington CLE Approved 6 Total
OnDemand
5 hours 55 minutes
James Hochman
Stephen Robison
With James A. Hochman from Schain Banks Kenny & Schwartz, Ltd. + 1 other
Recorded November 14, 2023
Product ID 97571

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Overview

Purchases and Sales, 1031 Exchanges, Use of LLCs, and More

Investing in real estate can be a very profitable venture, but that doesn't mean that it's without its hazards. Do you have a solid enough grasp of the area to help your clients (or yourself) increase returns and minimize risks? This program will delve into the key legal and financial aspects of real estate investment while highlighting common issues and opportunities. Expand your knowledge and skill set - register today!

  • Explore the different methods of real estate investment - which one is most suitable?
  • Understand how recent and anticipated tax law changes impact real estate investment.
  • Know the rules, requirements, and documentation necessary for carrying out successful 1031 exchanges.
  • Learn the do's and don'ts of using LLCs to invest in real estate.
  • Discover how to perform a thorough due diligence analysis of investment property.
  • Review various approaches to financing investment property.

Abbreviated Agenda

  1. Real Estate Investment 101
  2. Tax Considerations for Real Estate Investment
  3. 1031 Exchanges of Real Estate Investments
  4. Use of LLCs to Invest in Real Estate
  5. Purchase and Sale of Investment Property
  6. Legal Ethics

Related Topics

Product ID 97571

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Real Estate Investment 101

    1. What Properties Make Good Investments?
    2. Methods of Real Estate Investment
    3. Use of Real Estate Brokers
      1. For the Purchase
      2. For the Sale
      3. For Management and Due Diligence
    4. Broker/Lawyer Synergy
    5. Applicable Laws and Regulations
      1. License Portability
      2. Brokers and Potential Lien Rights
    6. Intersection of Real Estate and Securities Laws
    7. Current Trends and Developments in RE Investment

  2. Tax Considerations for Real Estate Investment

    1. Tax Updates
    2. Capital Gains
    3. Bulk Sales
    4. Pass-Through Deduction
    5. Depreciation Rules
    6. Business Interest Limitation
    7. Opportunity Zones

  3. 1031 Exchanges of Real Estate Investments

  4. Use of LLCs to Invest in Real Estate

    1. LLC vs. Corp vs. Partnership
    2. Liability/Asset Protection and Veil Piercing
    3. Tax Issues
    4. Transferring Title to Real Estate to LLCs
    5. Operating Agreements
    6. Best Practices for Forming an LLC for Real Estate

  5. Purchase and Sale of Investment Property

    1. Purchase Contract Negotiations
    2. Turnkey Property Investment
    3. Working With Brokers
      1. Listing Agreements
      2. Buyer Representation Agreements
      3. Non-Disclosure Agreements
    4. Income/ROI Potential vs. Liabilities
    5. Title Commitment Review and Resolution of Title Exceptions
    6. Encroachments, Surveys, and Usage Restrictions
    7. Leases and Estoppel Letters
    8. Zoning and Other Due Diligence
    9. Financing Real Estate Investments
    10. Government-Assisted Finance (IDBs, TIF, etc.)

  6. Legal Ethics

    1. Conflicts of Interest
    2. Doing Business With or Against Clients
    3. Confidentiality vs. Mandatory Disclosures
    4. Attorneys' Fees and Clients' Funds

Who Should Attend

This program is designed for attorneys. Accountants, financial advisors, real estate brokers, investment representatives, and paralegals will also benefit.

Speakers

James A Hochman
James A.
Hochman
Schain Banks Kenny & Schwartz, Ltd.
Stephen L Robison
Stephen L.
Robison
Strategic Property Exchanges, LLC
Speaker bio
James A Hochman

James A. Hochman

Schain Banks Kenny & Schwartz, Ltd.
James Hochman

is a partner with the Chicago firm of Schain Banks Kenny & Schwartz, Ltd., where he represents commercial real estate brokerage firms, landlords, tenants and commercial real estate investors, assisting in all phases of commercial and residential real estate. Mr. Hochman is a frequent speaker on real estate broker related legal issues for state and local estate organizations. He co-wrote and sponsored the Illinois Commercial Real Estate Broker Lien Act, and several other states have adopted similar statutes through his drafting and lobbying efforts. Mr. Hochman is also active in support of license portability legislation for commercial real estate brokers, and is the architect and drafter of statutes in several estates on that issue as well. He earned his A.B. degree from Brown University and his J.D. degree from Boston University School of Law.

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Speaker bio
Stephen L Robison

Stephen L. Robison

Strategic Property Exchanges, LLC
Stephen Robison

is the owner and manager of Strategic Property Exchanges, LLC, providing tax deferred like-kind exchange services. He is a certified exchange specialist in Section 1031 exchanges by the Federation of Exchange Accommodators. In addition, Mr. Robison practices in the areas of taxation law; business law; succession planning for family owned businesses; tax deferred exchanges, including forward, reverse, construction exchanges, parking arrangements and personal property exchanges; and estate planning law. He is a certified specialist in federal taxation law by the Ohio State Bar Association. Mr. Robison earned his B.A. and J.D. degrees from the University of Cincinnati and his LL.M. degree in business and taxation from the University of Bridgeport. He is a member of the Ohio State Bar Association (member, Tax Section, Tax Committee).

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