Phil Atwan – 1031 Exchange Expert


Details
We’re honored to welcome Phil Atwan, one of Southern California’s most respected authorities on 1031 Tax-Deferred Exchanges, as our guest speaker at CAREIA.
With over 30 years of experience in real estate and tax strategies, Phil has helped thousands of investors defer capital gains, preserve wealth, and reinvest wisely through 1031 exchanges. He is the VP of Business Development at Exchange Resources, Inc., a leading Qualified Intermediary (QI) firm serving clients nationwide.
Phil’s presentations are known for being clear, practical, and highly engaging — whether you're new to 1031 exchanges or a seasoned investor planning your next move.
🔹 TJ Frank – CoStar Group
We’re also pleased to welcome TJ Frank from CoStar Group, the nation’s leading provider of commercial real estate data and analytics. TJ will demonstrate how CoStar empowers investors to identify and pursue CRE deals with unmatched market intelligence.
Whether you’re scouting for your next acquisition or sizing up the competition, this live walkthrough will show you how top-performing investors leverage CoStar to find off-market opportunities, analyze comps, and stay ahead of the curve.


Phil Atwan – 1031 Exchange Expert