Finance Bites™ | Real Estate
The Purpose-Driven Real Estate Investor
Has the means become your mission?
Is your real estate investment still serving its purpose?
Real estate investors: Sell or hold?
Wally Smith: We should talk about tenant in common, TICs. TICs have been around forever. There’s some big pros and cons about TICs. What’s good, what’s bad?…
Wally Smith: 1033s, you run across many of those? Jeff Hertz: It depends on a couple things. Unfortunately with some of the wildfires out west in recent…
Wally Smith: 1031s, they’ve been around a long time and it’s a like kind property held for investment purposes. Jeff Hertz: Correct. Wally Smith: And also as…
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…
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…
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…
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 – …
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…
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…
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,…
Learning Video: 1031 Exchange and DST
