Tax Savings for Real Estate Investors: June 2026 Panel Recap
Minnesota Real Estate Club , November 10, 2026
On June 11, 2026, a 1031 exchange specialist, a tax attorney and a financial advisor walked Minnesota Real Estate Club members through tax strategies for real estate investors.
Event at a glance
- Date: Thursday, June 11, 2026, 6:00 to 8:00 PM
- Location: 7401 Metro Blvd, Edina, MN 55439
- Format: moderated panel Q&A, followed by open networking
- Cost: free and open to the public
The panel
- Jeffrey R. Peterson, President of CPEC1031, a Minneapolis qualified intermediary founded in 1998 that facilitates 1031 exchanges nationwide.
- Todd A. Phillips, JD, tax attorney and CEO of Legacy Companies in Wayzata, which helps investors use tools such as UPREITs, DSTs and advanced entity structures.
- Thomas A. Rishovd, CFP, Senior Vice President and Financial Advisor.
Read full bios on our speakers page.
What the panel covered
- How 1031 exchanges work and when to use them
- S corp and entity structures for real estate investors
- 721 exchanges and other advanced deferral tools
- Cost segregation and depreciation strategies that lower your tax bill
Watch the session
Recap videos and photos are on the event page.
Frequently asked questions
What is a 1031 exchange?
A 1031 exchange lets an investor sell an investment property and defer capital gains tax by reinvesting the proceeds in another like-kind property, following IRS timelines and using a qualified intermediary.
What is a 721 exchange?
A 721 exchange lets an owner contribute property to a REIT's operating partnership in exchange for partnership units, deferring the tax on the gain. It is often used after a 1031 exchange into a DST.
What is cost segregation?
Cost segregation is a study that breaks a building into components with shorter depreciation lives, so the owner can take more depreciation sooner and lower taxable income in the early years.
Who spoke at the June 2026 MNREC event?
Jeffrey R. Peterson of CPEC1031, tax attorney Todd A. Phillips of Legacy Companies, and financial advisor Thomas A. Rishovd, CFP.
Is the Minnesota Real Estate Club free to attend?
Yes. MNREC events are free and open to the public, thanks to our sponsors.
This recap is for general education only and is not tax or legal advice. Talk to a qualified professional about your situation.