The Basics of 1031 Exchange
Course #: C21029408
Instructor: Julie Bratton, Vice President & Regional Sales Executive
Price: Complimentary - INVITATION ONLY BY HOST
HOSTED BY ROSHAN SHAFI
Date: May 5, 2025
Time: 12:00PM -3:30PM
Location:
Keller Williams Realty
1307 North 45th Street, Suite 300
Seattle, WA 98103
Course Description:
Note: This class will be streamed via ZOOM by our Instructor Julie Bratton to Keller Williams attendees on site.
The core objectives for this course are for licensees to understand the basic timing, requirements and concepts of a 1031 exchange; to learn about the various structures of exchanges, the differences between them, and how to assist clients in choosing the best structure; and, to be able to answer frequently asked questions by clients that arise in a 1031 exchange context, to assist the clients in successfully completing their 1031 exchanges.
- The four types of exchanges
- Identification requirements
- Proper vesting
- Reverse exchanges & exchanging with related parties
- Refinancing before or after an exchange: can it be done?
3.5 Clock Hours
Questions? Contact us at CLOCKHOURS.WA@ORTC.COM
Register for this Course
About the Instructor: Julie Bratton
With more than 27 years of experience in the real estate industry, Julie Bratton (formerly Tumbaga) has overseen OR Exchange’s Honolulu office since 2001. She manages the office’s staff, marketing initiatives and educational program. Previously, Julie was a sales and marketing consultant at Old Republic Title & Escrow (ORTC) of Hawaii. She received her Bachelors of Arts and Sciences in Architecture/Interior Design from San Diego State University in California. Julie is an affiliate member of the Hawaii Association of Realtors®, the Realtors® Association of Maui, the Kauai Board of Realtors®, the Kona Board of Realtors®, the Hawaiian Island Board of Realtors® and the Federation of Exchange Accommodators (FEA).