News: Financial Digest
Posted: May 6, 2009
Shirley Ju 2009
Name: Shirley Ju
Title: President and founder
Company: 1031 Investment Solutions
Location: Natick, Mass.
Birthplace: Fall River, Mass.
Family: Husband Chet, children Eric, Nicole and Mitchell
College: University of Massachusetts - BA in Political Science; Simmons College - Masters in Information Services
First job outside of 1031: Librarian at a community college
First job in 1031 or allied field: Wholesaler for Argus Realty
What do you do now and what are you planning for the future? We assist the investor in the identification and closing of a suitable tenant-in-common 1031 Exchange replacement property. We also employ a full time investor services staff that assists in the documentation process. I also give lectures on the different aspects of the 1031 process, working closely with accommodators and have been in the business since 2002.
Hobbies: Make jewelry, gardening, travel
Favorite book: "Summer of My German Soldier" by Betty Greene
Favorite movie: "Forrest Gump"
Key to success: Be Honest
If you were forced to choose another vocation, what would it be? Medical doctor
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Quick Hits
Columns and Thought Leadership
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
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.
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)