News: Financial Digest

10-02-2014 - REFA to honor Pam Herbst at REFA Gala

The Real Estate Finance Association (REFA) informed their membership last month that Pamela Herbst, managing director and head of the direct investment group at AEW Capital Management will be the recipient of the Robert S. Swain Jr. Distinguished Service Award at the Annual REFA Gala, to be held October 2nd at Westin Copley Place. Herbst will join an elite list in the real estate community of past recipients; most recently mayor Thomas Menino in 2013, Joe Fallon of the Fallon Company in 2012, Thomas Hynes of Colliers International in 2011, and Thomas DeSimone of WS Development in 2010. REFA has also recognized three families over the course of the award's history. The distinguished service award is named in honor of the late Robert S. Swain, Jr. Swain gained respect and admiration of his colleagues within the real estate finance industry during his 33-year career in the profession. He was a valued member of the Greater Boston Real Estate Board for over 25 years and was an active member and leader of the Mortgage Finance Committee, which eventually developed into the present Real Estate Finance Association. The REFA Gala, which perennially attracts over 500 real estate professionals, has long been a celebration of the organizations accomplishments, as well as recognizing an individual who has made significant contributions to the real estate industry as well as the community. For more information about the Annual REFA Gala, please visit our website at www.refa.org.
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Another reason to stay debt free in a 1031 Delaware Statutory Trust exchange - by Dwight Kay

Another reason to stay debt free in a 1031 Delaware Statutory Trust exchange - by Dwight Kay

It seems like every day there is another reason showcasing the reason why more and more investors are choosing to stay debt-free when investing in Delaware Statutory Trust (DST) properties in a 1031 exchange.
Cracking the code: Understanding the pros and cons of Delaware Statutory Trusts for 1031 Exchange real estate investors - by Dwight Kay

Cracking the code: Understanding the pros and cons of Delaware Statutory Trusts for 1031 Exchange real estate investors - by Dwight Kay

In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today.
What’s UP with that? - by Kyle Kadish

What’s UP with that? - by Kyle Kadish

Investors have multiple tools to defer tax liabilities when selling investment properties. The best known is likely a 1031 exchange - which has been around in some form or fashion for over 100 years. Installment sales have existed as part of the code for more than 75 years. Newer legislation (2017) created Qualified Opportunity Zones (QOZs)
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property