News: Financial Digest

The Real Estate Finance Association virtually hosts Annual Forecasting program on Jan. 28th

Boston, MA REFA kicked off 2021 by virtually hosting its Annual Forecasting Program on January 28th with over 200 members in attendance. The program included a high-level overview of the state of capital markets and the dislocation of capital, liquidity, mergers and acquisition activity from Keynote speaker Donald McCree, vice chairman & head of commercial banking, Citizens Bank. Matt Pullen, executive managing director, Newmark, moderated a panel discussion with Ann Ehrhart, partner, Boston Urban Partners, Tom Gilbane, managing member, Rockpoint Group, and Nancy Goldsmith, managing director, operations, Bozzuto Management Company. The panelists shared their views on the current market, trends they saw in 2020, and repositioning strategies throughout different sectors. REFA president Bill Flynn closed the event by sharing the results of the forecasting survey which was conducted at least year’s Forecasting Breakfast. 

REFA is gearing up for its 5th Mentor Program under the leadership of Mentor co-chairs John Roach, US Bank and Kevin Stone, KeyBank Real Estate Capital. The Mentor Program provides REFA Emerging Leader Members with the opportunity to be paired with a senior-level REFA for a year-long membership. REFA organizes 3-4 events throughout the calendar year to bring all participants together. Mentor/mentee pairs are encouraged to connect regularly throughout the program. The pairs share ideas, career advice, and act as sounding boards to help with career and professional development. This year’s Mentor Program will begin in late February with a Mentor Program Kick-Off event. 

One of REFA’s Membership benefits is committee participation. Join one of REFA’s six committees to help shape programs and events, network with other members, and increase your knowledge about the industry. The six committees are as follows: Annual Events, DEI, Emerging Leaders, Golf, Membership, and Programs. To learn more about REFA’s Committees, email Alex Levine, REFA membership and events coordinator. 

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
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)
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
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.