Polsinelli and Aprio are pleased to bring together a sharp group of industry professionals to dig into one of the most consequential topics shaping real estate right now. Trillions of dollars are expected to change hands over the next decade, and real estate is poised to play a central role in how families preserve and transition that wealth and introduce new sources of capital for sponsors. Our panel will cover the intersection of estate planning, tax efficiency and capital-raising structures; including REITs, Delaware Statutory Trusts and Opportunity Zone Funds.

Moderator:

• Jim Lockhart, Tax Partner, Real Estate, Aprio

Panelists:

• Cameron Weil, Shareholder - Finance, Investment Strategies & Real Estate, Polsinelli
• Melissa Wall, Tax Partner, Real Estate, Aprio
• Aaron Wessner, Managing Director - Head of Capital Markets, Cantor Fitzgerald Asset Management, Cantor Fitzgerald
• Jared Morgan, Head of Acquisitions, Wheelhouse Capital Group
• Nate Reichard, Founder & CEO, Reichard Capital

After the discussion, we'll close the evening with a guided whiskey tasting featuring Far North Spirits and an informal networking reception.