Finance Bites™ | Real Estate
The 1031 Show™ – SPECIAL with Access Capital
The 1031 Show™ – SPECIAL with Inspired Healthcare Capital
The Purpose-Driven Real Estate Investor
Has the means become your mission?
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,…
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,…
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…
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.…
Wally Smith: Has CORE ever missed a distribution payment? Jeff Montgomery: We have not. Wally Smith: Okay. How did you do during the lockdowns? How was all…
Wally Smith: All right. Tell me about full-cycle programs. Do you have full-cycle programs you’ve gone through? Jeff Montgomery: On the DST side, our first acquisition was…
Wally Smith: Tell us about core plus. You mentioned that in our pre-meeting a little bit. Jeff Montgomery: So core, core plus, core asset, brand new, straight…
Wally Smith: Are there specific areas where you’re looking at? Jeff Montgomery: We are. So, we have a lot of history on DST side with Sunbelt, Midwest.…
Wally Smith: Welcome, Jeff Montgomery. How are you? Jeff Montgomery: Thank you. Great. Pleasure to be here. Wally Smith: And you’re vice president of acquisitions with CORE…
Learning Video: 1031 Exchange and DST
