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💰 March Lunch & Learn: Investing Beyond Real Estate + 1031 Exchange Insights

March 10, 2026 11:45 AM - 1:15 PM (EDT)

Description

Unlock powerful tax-deferral strategies that can help you build long-term wealth through real estate. Whether 

Looking to grow and protect your investments beyond traditional real estate?
Join Morgan Stanley Wealth Management for a practical, REALTOR®-friendly discussion on diversification, alternative investments, and 1031 exchange strategies.

We’ll cover:

✔ What alternative investments are — in plain English
✔ How they compare to stocks, bonds, and real estate
✔ Where 1031 exchanges fit into investment planning
✔ Ways investors diversify for income and risk management
✔ What REALTORS® should know for themselves and their clients

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Contact Information

Dutchess REALTORS®
Name: DCAR Staff
Phone: 845-471-2811
Email: staff@dcar.com
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