News: Financial Digest
Posted: March 13, 2014
Professional Profile: John O'Neill, 2014
Name: John O'Neill
Title: President of Real Estate Finance Assn.
Company: Holland & Knight
Location: 10 St. James Ave., Boston, MA
Place of Birth and Year: 1968 - New York City, NY
Family: wife; Elizabeth, daughters; Claire 15, May 11 and Avery 4
College: Dartmouth - BA in Government; Georgetown - J.D.
First Job in Finance or Allied Field: Winthrop Financial - Acquisitions Analyst
What do you do now and what are you planning for the future: I want to continue the success of REFA working with the staff; I want to support our constituents and continue to engage new prospects in finance
Hobbies: Golf; home improvement projects
Favorite Book: "Catch 22" by Joseph Heller
Favorite Movie: "The Usual Suspects"
Person you most emulate (outside of family): Alan Hassenfeld - balances doing well, doing good, spending time with his family and generally living a life well lived
Key to success (one idea): Recognize that I work for someone else
If you were forced to choose another vocation what would it be? Financial field of real estate acquisitions
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Quick Hits
Columns and Thought Leadership
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)
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.
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
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.