News: Financial Digest
Posted: May 10, 2024
Real Estate Finance Association
blooms with programming
named as the recipient of CREW Boston’s 2024 Leadership Award
Boston, MA The Real Estate Finance Association (REFA) would like to congratulate 2024 REFA president-elect Jill Sharif, Commonwealth Land Title Insurance Company - NCS as the recipient of CREW Boston’s 2024 Leadership Award! Congratulations to all other winners!
REFA Emerging Leaders joined BXP for their Office Pricing Presentation, sponsored by BXP. The event featured Emerging Leaders Jessica Bursma, senior financial analyst, Boston Properties (BXP) and Dante Pantaleo, financial analyst on the finance & capital markets team, Boston Properties (BXP). They presented the key determinates of office pricing across six markets. The presentation was the result of a multi-year research effort led by the BXP Finance & Capital Markets team. Emerging Leaders finished the presentation with a happy hour sponsored by BXP.
REFA members attended an exclusive tour at 15 Necco St. at the end of April. The tour kicked off with a presentation by REFA board of director, Naomi Mayeux Seck, senior vice president, National Development. Following the tour members gathered for a networking reception at Lolita Fort Point.
Save the Dates!
• REFA DEI Panel with Onay Payne, Manulife, and Ralph Parent, Parent + Diamond
Tuesday, June 18, 12:00pm, Nutter, 155 Seaport Blvd., Boston.
REFA’s DEI Committee will be hosting their first panel discussion on June 18th. This engaging session will showcase esteemed speakers: Onay Payne, senior managing director at Manulife Investment Management, and Ralph Parent, managing partner at Parent + Diamond. Together, they will explore the pressing societal challenges confronting people of color within the industry and share invaluable insights on pathways to success. More information to come. Registration will open soon.
• REFA Workouts 101 - Rescheduled for Early Summer!
REFA’s Workouts 101 panel discussion, featuring speakers, Andrew Gray, head of restructing management, Citizens Bank, Tammy Goldfisher, co-founder and principal, The Henley Group, Inc., and more to be announced soon!
• REFA’s Charitable Golf & Tennis Tournament - Monday, July 29th, Woodland Golf Club
REFA’s Annual Charitable Golf & Tennis Tournament will be held at a new course this year due to Dedham Country & Polo Club undergoing renovations. Both tournaments help support our charitable partners, Breaktime and FamilyAid Boston. More information will be announced this month.
• REFA’s 36th Annual Gala - Thursday, October 17th, Omni Boston Hotel at the Seaport
The REFA Gala is the largest gathering of the Real Estate Finance Association and brings together 500+ members of the real estate finance community to network with colleagues, reflect on the year, as well as honor their peer(s) with the Swain Distinguished Service Award. Learn more at www.annualrefagala.com.
To learn more about REFA, including membership, events, and ways to get involved, please visit us at www.refa.org. Follow REFA’s LinkedIn, Twitter, and Instagram @REFABoston.
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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.