August Lunch Program

When:  Aug 1, 2018 from 12:30 PM to 01:30 PM (PT)
Associated with  Oregon / SW Washington Chapter

Topic: Senior Housing + Securitized 1031 Solutions (DSTs)

The aging baby boomer population raises questions about Senior Housing solutions both from a personal perspective as well as from a real estate investors perspective. Join us August 1st for an in-depth look at the Senior Housing Real Estate market in the Northwest. Our panel of experts will discuss securitized 1031 solutions in the form of DSTs (Delaware Statutory Trusts), and how they can help enhance a traditional 1031 exchange or act as a stand-alone solution.

Panel:
rea.jpgJames Rea – Executive VP of Business Development, Bourne Financial Group
Mr. Rea brings his almost two decades of experience in both real estate and capital markets to serve as company spokesman and interface with the equity and real estate broker dealer, financial advisor, and investor community nationwide. He is also responsible for marketing as well as demographic and economic research related to real estate and seniors housing. During his collective tenure he has been involved with investment and sales of senior housing, healthcare, multifamily, hotels, restaurants, and leisure real estate sectors.

garrett.jpgTaylor Garrett – Chief Executive Officer, Orchard Securities
Orchard Securities, LLC, is an investment bank focused on structuring and capital raising for private and public securities related to alternative investments. He is also a partner of Central Trade & Transfer, a secondary market provider for illiquid securities. Mr. Garrett brings a deep understand of industry dynamics and contacts and has worked with over 100 different broker dealers and several thousand wealth managers ranging from registered reps to single family offices, with an emphasis in alternative investments.​​​​

Moderator:
Taylor_headshot.jpgTaylor Ashland - President, Ashland Pacific, LLC​​
Ashland Pacific, LLC delivers a comprehensive suite of boutique investment and financial planning solutions for business owners and real estate investors. As an independent financial advisor, Taylor focuses on providing creative solutions by integrating traditional asset classes with alternative investments and insurance solutions, with an eye towards tax efficiency - especially with 1031 exchanges.

Location

Multnomah Athletic Club
1849 SW Salmon St.
Portland, OR 97205

Contact

Diana Montgomery
(503) 768-4299
info@oregonccim.com