Exchange Strategies for Concentrated Real Estate Positions
About Jeffrey T. Walters:
Jeff Walters oversees raising capital for Hines Securities in six states on the West
Coast. He has held this role with Hines since 2012, and similar roles for firms such as
The Hartford since 2000. Having an extensive history of working with RIA’s and
financial planners to place several billion dollars into investment portfolios, he has
unique insights on best practices in the diligence, implementation, and management of
alternative investments. Jeff graduated from the University of Washington with a B.A. in
Business with a concentration in Finance and has the designation of Certified Financial
Planner®.
He will cover the options and the positives/negatives for owners of appreciated real
estate from a financial planning standpoint (and how they each work)!
Spokane Estate Planning Council is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://us06web.zoom.us/j/82737456135?pwd=f0tEnD1Fxi8jWlIAAQfGQQU1kFlM92.1
Meeting ID: 827 3745 6135
Passcode: 954162
---
One tap mobile
+12532158782,,82737456135#,,,,*954162# US (Tacoma)
+12532050468,,82737456135#,,,,*954162# US
---
Dial by your location
• +1 253 215 8782 US (Tacoma)
• +1 253 205 0468 US
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 719 359 4580 US
• +1 346 248 7799 US (Houston)
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
Meeting ID: 827 3745 6135
Passcode: 954162
Find your local number: https://us06web.zoom.us/u/kcC1tSs3h
