IROC DENVER

SNAPSHOTS

By Andrea Michels, IROC Chair-Elect

New members were able to mingle with long-time members, who shared their insights about how IROC can help them navigate management of their real estate investments. Dave invited members to the next IROC meeting on September 22, 2026, where they can dive deeper into 1031 exchanges and discover taxadvantaged real estate strategies.

Josh Newell, Owner / Principal of Pinnacle Real Estate Advisors, and several brokers from Pinnacle networked with IROC members at the happy hour. Pinnacle Real Estate is the annual sponsor of IROC. Pinnacle REA offers detailed market information, keeps everyone informed about the trends in important services like insurance, and shares invaluable insights that cannot be found elsewhere. Pinnacle REA transacts more deals in multi-family than any other brokerage in Denver.

Members also had the chance to network with industry experts and the event’ s sponsors from Behr Paint Company and Overwatch Technologies.

With the breadth of events available to IROC members, they have immense opportunities to gain from their membership. No matter what an independent owner’ s needs are, they are bound to find answers at IROC, a community that is thriving and welcoming. We raise a toast to our members, prospective members, sponsors, and the AAMD staff!

September IROC: 1031 Exchanges and Tax-Advantaged Real Estate Strategies

Ted Breitenstein, Vice President of IPX1031, will cover the basic requirements of Section 1031 of the Internal Revenue Code for the deferment of capital gains taxes on the sale of investment real estate. It will also cover risks associated with partnerships and mitigation strategies, reverse & improvement exchanges. Peter Fisher, Co-Founder and Senior Financial Advisor at Sequent Real Estate + Wealth Management, will examine advanced replacement property strategies available through Section 1031, including Delaware Statutory Trusts( DSTs) and 721 UPREIT transactions. Attendees will learn the requirements, benefits, risks, and planning considerations associated with these structures, as well as how they may be utilized as alternatives to direct property ownership for income, diversification, and estate planning purposes.

THANK YOU TO OUR ANNUAL SPONSOR