News: Financial Digest

Edward Shapiro 2012

Name: Edward Shapiro Title: Principal Company: Infinity Capital LLC Location: 295 Turnpike St., Canton, MA 02021 Birthplace and year: Lynn, MA - 1946 Family: Wife Joanne; sons Jason and Keith College: University of New Hampshire - BA Economics; Babson College - MBA Finance First Job in Finance or Allied Field: Touche Ross - staff accountant First job in finance or allied field: Started Shapiro Financial Services in 1997 What do you do now and what are you planning for the future? We continue to match clients with sources of debt financing; we will shortly offer a project for investing in real estate tax liens on a national scale. Hobbies: Walk, lift weights and play golf Favorite book: "Mansions on the Hill" Favorite movie: "The Great Escape" Person you admire most (outside of family): Malcom Brown (CEO at Bank for Savings - Malden) Key to success: Persistence If you had to choose another vocation what would it be? Golf Pro
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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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Columns and Thought Leadership
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
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)
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.