News: Financial Digest

Professional Profile: Andrew Rosen, 2015

Name: Andrew Rosen Title: President, Real Estate Finance Association Company: Bank of America Merrill Lynch Location: 225 Franklin St., Boston, MA Birthplace and year: Fullerton, CA - late '50s Family: Wife - Sherry; Son - Drew College: UMass Amherst - BBA in Finance First job in finance or allied field: Retail management training - Bank of New England What do you do now and what are you planning for the future? Continue to offer members networking opportunities; make available educational programs; provide advocacy; grow & broaden membership. Hobbies: Golf, ski, run Favorite book: "Pillars of the Earth" Favorite movie: "The Hundred Foot Journey" Person you most emulate (outside of family): Warren Buffet Key to success (one idea): Hard work, diligence, honesty If you were forced to choose another vocation what would it be? Chef
MORE FROM Financial Digest

Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.
Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.