Posts by Ridgegate Financial
1031 Exchange, Drop and Swap, LLC, and other structures
Wally Smith: If you have LLC with multiple members of it, and then they wanted to, they thought, well, we really would like to go our own separate ways. How…
Read MoreIntroducing the 1031 Exchange
Wally Smith: Tell us about 1031s. Jeff Hertz: 1031s. I think we just surpassed 100 years that it’s been on the tax code. It’s evolved over the years. It’s both…
Read MoreSpotlight: Jeff Hertz and Cantor Fitzgerald
Wally Smith: Jeff Hertz podcast with Cantor Fitzgerald. Jeff, welcome to the 1031 Show. Jeff Hertz: Thank you very much. It’s a pleasure to be here. Wally Smith: You bet.…
Read MoreInterview with Jeff Hertz, Cantor Fitzgerald
1031 Exchange Rules and Regulations Chapters: 00:00 – 00:13: Bumper 00:13 – 04:06: Spotlight: Jeff Hertz and Cantor Fitzgerald 04:06 – 05:15: Introduction Episode 27 05:15 – 10:10: Introducing the…
Read MoreStability of the Market and How that Affects Core
Wally Smith: Okay. Who are the biggest lenders or the best lenders right now in this space? Jeff Montgomery: We mentioned Fanny, Freddie. Agency. They’re still active in the space…
Read MoreWhat Jeff Learned From A Family Office Background
Wally Smith: Okay. Like to dive in a little bit to some of your background there. It’s interesting, with the family office background. When I think of family offices, I…
Read MoreWhat’s a Master Lease & Core’s Lease Agreements
Wally Smith: Describe when you would have a master lease. What’s a master lease, and why do you have it in a DST structure? Jeff Montgomery: So, I mentioned my…
Read MoreIndustry Basics and Core’s Use of Cap Rates
Wally Smith: Okay. Here’s some basics, basics in the industry. Describe what is a cap rate? Jeff Montgomery: Oh, no. So, cap rate NOI, net operating income, divided by your…
Read MoreCore’s Underwriting Process and Property Management
Wally Smith: Let talk through that a little bit. How do you guys underwrite a property? Jeff Montgomery: Sure. So, we start with market. Mentioned a couple times. If we’ve…
Read MoreCore’s Leadership and What Makes Them Different
Wally Smith: Tell us a little bit about the leadership at CORE. Who are the big dogs? I mean, besides yourself? Jeff Montgomery: Don’t consider myself that. Our leadership team…
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