Financial Poise

Episode 71 with Tracy Treger

A long-term investment strategy that keeps wealth in and taxes away. Our Chris Cahill spoke with Tracy Treger, Senior Director of Corporate Strategy at Syndicated Equities about the mechanics of 1031 like-kind exchanges with respect to real estate investment, both for individuals and participants in investment syndicates.

You can learn more about Tracy Treger and Syndicated Equities here.

Or you can find them here:
Twitter:
@tracy_treger;
@SEquities
LinkedIn: Tracy Treger; Syndicated Equities


About Tracy Treger

Tracy Treger is the Senior Director of Corporate Strategy at Syndicated Equities. Tracy helps high net worth individuals and family offices to profitably invest in real estate.  She also assists investors in identifying appropriate replacement property to complete tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Drawing upon her 20 years’ experience practicing law in the areas of real estate, bankruptcy and corporate restructuring, finance, and commercial law, Tracy seeks out opportunities to improve the relationship between Syndicated Equities and its investors, to cultivate new investors, and to identify new investment opportunities aligned with investors’ goals.  Tracy joined the Syndicated Equities team in 2013 after serving as Vice President and Assistant General Counsel for a private REIT, where she handled all legal aspects of the company’s daily operations and its joint venture relationships in the U.S. and Mexico.  Prior to working with the REIT, she was a partner in two large Chicago-based law firms with national and international practices. Tracy holds a B.A. in Psychology and an M.S. in Psychological Services from the University of Pennsylvania, and a J.D. from Chicago Kent College of Law.  She is also a FINRA Series 22 and 63 registered representative.  Tracy Co-Chairs the National Leadership Committee of the Anti-Defamation League, among other philanthropic involvement.

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About Stephanie Strait

Check out Stephanie Strait's LinkedIn profile to learn more: https://www.linkedin.com/in/stephanie-strait-b5b14670/

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