In this replay of our live webinar, Matt Ricciardella, Founder & Managing Partner of Crystal View Capital, walks through the CVC Equity Swap, a 721 Exchange strategy designed for property owners and advisors looking to defer capital gains taxes while transitioning into a more passive, diversified real estate investment.
Whether you're a CPA, broker, or property owner exploring alternatives to the traditional 1031 exchange, this session covers:
-
How the 721 Exchange structure works
-
Why the CVC Equity Swap may offer more flexibility than a 1031
-
What it looks like to contribute to Crystal View Capital’s institutional real estate fund
-
Real-world use cases and tax deferral benefits
If you’re advising clients or planning a future exit, this strategy is worth understanding.