News: Financial Digest

Robert Dorfman, President - Dorfman Capital

Name: Robert Dorfman Title: President Company: Dorfman Capital Location: Cotuit, Mass. Birthplace and year: Worcester, Mass., 1951 Family: 4 daughters: Lindsay, Jackie, Stefanie and Caroline College: Tufts University, BA, liberal arts; Boston University, MBA First job outside of real estate: Citizen Group Publications - advertising sales First job in real estate or allied field: National Bank of North America (Bank America) - corporate finance trainee What do you do now and what are you planning for the future? Extreme makeovers, i.e. - finance historic restoration projects which transform communities. Special interest in aquatic and marine preservation. Hobbies: Swimming, boating, nature walking, playing the guitar Favorite book: "The Power of Kabbalah" by Yohuda Berg Favorite movie: "Legend of Bagger Vance" Person you admire most (outside of family): Sarano Kelley Key to success: Expand in the face of contraction If you had to choose another vocation what would it be? Athletic coaching
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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.
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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

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

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)