Event Details

Join us for our next BDAC call

Thursday, February 24
2 pm ET/11 am PT

"Tips on Proper 1031/DST Due Diligence"

Speakers: Brad Updike, David Sengstock and Alan Lincoln, Mick Law

Topics to be covered:

  1. ADISA is currently updating the legendary 1031/DST Best Practices white paper that was published in 2006, which will be revealed at the 2022 Spring Conference. We will preview the update on the call.
  2. The Mick Law team will provide contemporaneous trends they are seeing in underwriting assumptions and things to watch.
  3. Top due diligence tips for the current environment, along with a couple of recent mistakes to avoid on mezz debt and master leases.

The BDAC calls are for Broker-Dealers only and feature interactive discussion of issues important to the BD community. The leadership of the BDAC is Karlton Kleis (chair), Arete Wealth Management, and Brandon Balkman, Net Lease Capital Advisors. Please contact Erin Balcerzak at ADISA for more information.

Register here

Participants in the ADISA Broker-Dealer Advisory Council are limited to ADISA Associate members (i.e., Broker-Dealers/Registered Investment Advisers). Third-party due diligence firm representatives as well as representatives from Managing/Sponsor Broker-Dealers may be invited to participate periodically. The Co-Chairs of the Advisory Council will determine what conference calls or meetings are open to non-retail broker-dealers and third party due diligence firms. Staff will notify those Affiliate and Sponsor members when they are invited to participate in a call or meeting and open meetings will be noted on the website.

Are you ready to join ADISA?

Become a Member!

Increase your connections at the next ADISA event!

Enjoy fantastic networking opportunities while learning the latest industry trends, marketing recommendations and current regulations.

Upcoming Events