News: Financial Digest
Posted: May 7, 2008
Paul Alphen President Real Estate Bar Association of Mass.
Name: Paul Alphen
Title: President, Real Estate Bar Association for Massachusetts
Company: Balas Alphen & Santos
Location: 200 Littleton Rd., Westford, Mass. 01886
Birthplace and year: Boston, Mass., 1954
Family: Wife, Annette; sons, Paul and Christopher
College: Boston College, BA and MBA in Sociology; Suffolk University, MPA; New England School of Law, JD
First job outside of real estate: Police officer, Wayland
First job in current field: Real estate lawyer: Hall Balas & Finnegan
What do you do now and what are you planning for the future? REBA goal is to educate and increase our memberships, especially with regard to real estate lawyers.
Hobbies: Power boating, cars, travel
Favorite book: "An Innocent Man" by John Grisham
Favorite movie: "Bullitt"
Person you admire most (outside of family): John Pine (retired Boston municipal court judge)
Key to success: Treat others as you would like to be treated.
If you had to choose another vocation what would it be? Write boating reviews for "Boating" magazine or car reviews for "Car & Driver"
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Quick Hits
Columns and Thought Leadership
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.
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
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
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)