WEBINARS

Tax Strategies in Commercial Real Estate Investing

A practical look at tax-efficient structures, policy considerations, and planning for 2026.

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What was covered

  • 1031 exchanges in today’s market

    How investors are approaching exchanges amid shifting valuations, timelines, and regulatory considerations.

  • Delaware Statutory Trusts (DSTs)

    Where DSTs fit into tax-efficient investment strategies and when they make sense.

  • UPREIT structures

    Key factors investors should evaluate when considering UPREITs as part of long-term planning.

  • Policy outlook for 2026

    Potential tax and regulatory changes and how CRE investors can prepare ahead of time.

  • Year-end and forward planning

    Practical guidance for closing out 2025 and positioning portfolios for the year ahead.

About the speakers

Allan Swaringen

President and CEO, JLL Income Property Trust

Allan Swaringen is President and CEO of a daily valued, perpetual life REIT managed by LaSalle Investment Management and sponsored by JLL. He has 25+ years of real estate experience and holds an MBA from the University of Chicago.

Louis Rogers

Founder and CEO, Capital Square

Louis J. Rogers is the founder and CEO of Capital Square and Rogers Realty Advisors, with decades of experience leading and advising large-scale real estate investment programs. He is a former real estate securities attorney and nationally recognized industry leader.

Kieran Jennings

Managing Partner, Siegel Jennings Co.

Kieran Jennings is Managing Partner at Siegel Jennings Co., L.P.A., specializing in real property taxation and state and local tax litigation. He is a CRE designee and national industry speaker on property tax issues.

Nathan Schreiber

Accounting and Tax Services Lead, Agora - Moderator

Nathan Schreiber is Agora’s accounting and tax services lead with 9+ years of experience advising commercial real estate firms. He previously served as a senior manager in CohnReznick’s Real Estate Tax practice.