News: Financial Digest
Posted: May 13, 2022
The Real Estate Finance Association has a busy Spring planned for members
The Real Estate Finance Association (REFA) hosted its first in-person education program since 2020 on Thursday, April 28th at Atlantic Wharf, 290 Congress St. on Institutional Mindset: Where and how are they investing now? Amanda Strong, MITIMCo, moderated the program with Jay Hart, CrossHarbor Capital Partners, Tim Schlitzer, Mass PRIM, and Maria Surina, Cambridge Associates. The speakers explained how and where state pension funds, large endowments, and other institutional players are investing their real estate dollars. The session covered how they are investing - including directly owned real estate, co-mingled funds, and separately managed accounts. They discussed different property types and investment strategies (debt vs equity; core vs opportunistic), as well as how ESG is impacting real estate investing at both the fund level and the property level.
REFA’s next webinar, Insurance 101: Property & Liability, is set for Wednesday, May 18th at 12:00pm. Industry experts Mike White, Scott Mateer, and Annie Fleming of Brown & Brown – Specialty Risk Solutions and Sarah Shepard of Custom House Risk Advisors, will offer a presentation on property and casualty/liability insurance, including current trends in the insurance marketplace for both stabilized and construction risks in the real estate sector. In addition to an overview on property and liability insurance, attendees will learn about relevant coverage, limit, and retention considerations from owner/operator, developer, and lender perspectives.
On Wednesday, June 1st at 8:00am, REFA is hosting an in-person education program on Financing Real Estate for Cannabis at Nutter, 155 Seaport Blvd. in Boston. While still relatively new, the cannabis market in Massachusetts is quickly maturing. Join REFA as we discuss the landscape for raising capital for cannabis related real estate. Hear how owner-operators, tenants, landlords, lenders, investors, and communities are navigating this fast-moving industry and what the outlook is on both the local and national levels. Andrew Lines, CohnReznick, will moderate the panel with Joe Campanelli, Needham Bank, Alexandra Slavet, Nutter, and Connor Yost, Opus Consulting.
The REFA Charitable Golf Tournament is officially sold out, but there is still room to participate in the Tennis Match with a Pro! Visit www.REFAGolf.com to learn more or to register for tennis.
Please save the date for the Annual REFA Gala: Thursday, October 6th at the Westin Copley Hotel.
To learn more about REFA, including membership, events, and ways to get involved, please visit www.refa.org. Follow REFA’s LinkedIn, Twitter, and Instagram @REFABoston.
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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.
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.
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