News: Financial Digest

Real Estate Finance Association jumps into summer with golf and tennis tournament

Boston, MA REFA’s DEI Committee hosted its first panel on June 18th, Capital Conversations: Navigating Wealth Creation, Equity, and Real Estate Investment at Nutter, 155 Seaport Blvd. The session showcased speakers: Onay Payne, senior managing director at Manulife Investment Management; and Ralph Parent, managing partner at Parent + Diamond, and moderated by our DEI Tri-Chair and board of director, Caroline Suarez, associate, Manulife Investment Management. The program explored the role of real estate investment in the pivotal link between access to capital and wealth creation. As well as reviewed the importance of forging partnerships to bring investment opportunities to communities of color.

REFA’s Charitable Golf & Tennis Tournament: Monday, July 29th, Woodland Golf Club

Sponsorships & Registration are now available on our website, www.refagolf.com/sponsor.

Thank you to the following tournament sponsors: 

• Event Sponsor: Berkshire Residential Investments

• Charitable Gift Sponsor: Bank of America; 

• Driving Range Sponsor: Newmark; 

• Golf Ball Sponsor: US Bank; 

• Hand Towel Sponsor: Tremont Realty Capital; 

• Lunch Sponsor: Available! Learn more at www.refagolf.com/sponsor.;

• Mulligans Sponsor: Walter & Shuffain PC;

• Putting Green Sponsor: Nutter; 

• Reception Sponsor: Net Lease Capital Advisors; 

• Snack and Beverage Sponsor: First American Title Financial Corporation - NCS; 

• Tennis Tournament Sponsor: Commonwealth Land Title Insurance Company - NCS;

• Water Bottle Sponsor: Capital One Bank; 

• Weather Sponsor: R.J. Kelly; 

• Tennis & Pickleball Tournament Sponsor: Commonwealth Land Title; and

• Hole Sponsors: AEW Capital Management, Avison Young, Brookline Bank, Brown Rudnick, Cambridge Savings Bank, Citizens Bank, Crosspoint Associates, Eastern Bank, Hinckley Allen, Intercontinental Real Estate Corporation, JLL, M&T Bank, Newbanks, Rhino Capital Advisors, Riemer & Braunstein, Ryan, LLC, Walker & Dunlop, and Webster Bank.

Save the Date: REFA Emerging Leaders: Summer Panel
Wednesday, July 31st, 2024, 9OFs, One Federal St. - More info coming soon!

Save the Date: REFA 26th Annual Gala
Thursday, October 17th, 2024, Omni Boston Hotel at the Seaport; 450 Summer St.

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, please visit us at www.refa.org. Follow REFA’s LinkedIn, Twitter, and Instagram @REFABoston.

MORE FROM Financial Digest
Financial Digest

Example Story Title FD 5

Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

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

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.
What’s UP with that? - by Kyle Kadish

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

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.