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
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.
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.
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
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.
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)