News: Financial Digest
Posted: June 14, 2024
Real Estate Finance Association jumps into Summer
Boston, MA REFA held its Annual Past President Luncheon on Wednesday, May 29th at Nutter McClennen & Fish LLP. The gathering brings together the current president, Ravi Ragnauth, Berkshire Residential Investments and all past presidents to network, learn what REFA has accomplished the past year, and share ideas for how to continuously grow the association.
Earlier this month on June 11th REFA hosted Navigating Lending in the Current Environment at Brown Rudnick at 1 Financial Center.
This educational panel featured moderator, Martha Nay, managing director, JLL, REFA programs tri-chair & board of director along with four industry experts, Paul Doyle, SVP, market manager New England, PNC; Tammy Goldfisher, co-founder, principal, The Henley Group; Richard Muraida, SVP, regional manager, Rockland Trust; and Jonathan Neff, managing director, Barings.
This sold-out event explored their current positions in the economic cycle, the broader impact of regulatory pressures, the innovative solutions being implemented, and their thoughts on the overall market.
Upcoming Events & Programs:
REFA’s Capital Conversations: Navigating Wealth Creation, Equity, and Real Estate Investment
Tuesday, June 18, 12:00pm, at Nutter, 155 Seaport Blvd., Boston.
REFA’s DEI Committee will be hosting their first panel discussion on June 18th. This engaging session will showcase 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. Register online at www.refa.org!
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. Sponsorships & Registration are now available on our website, www.refagolf.com/sponsor.
Save the Date: REFA Emerging Leaders: Summer Panel
Wednesday, July 7th
More information coming soon!
Save the Date: REFA 26th Annual Gala
Thursday, October 17th, Omni Boston Hotel at the Seaport; 450 Summer St., Boston.
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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Columns and Thought Leadership
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)
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