Delaware Statutory Trust (DST)
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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…
[embedyt] https://www.youtube.com/watch?v=A_Aegd0Y0Fc[/embedyt] 00:00 – 00:13: Bumper 00:00 – 02:10: Spotlight: Jeff Montgomery and Core Pacific 02:10 – 05:33: Core’s Target Market For Acquisitions 05:33 – 07:57: Core…
A Conversation with Dr. Arthur Laffer | After-Tax Income as Incentive | Wallace Smith, ChFC® I recently had the pleasure of meeting Dr. Arthur Laffer after a…
After-Tax Income as Incentive I recently had the pleasure of meeting Dr. Arthur Laffer after a talk he gave in Beaver Creek, CO, hosted by the Steamboat…
Wallace: What are the important things you’re looking at when looking at a sponsor versus an offering? Brandon: Well, I would say sponsored due diligence is really…
Wallace: Let’s go back to the basics. You know, we’ve talked about it a little bit, but what is due diligence? Why is it important for clients?…
Wallace: We’ve seen a lot more 721 UPREITs being introduced and available. It’s like any of the big companies are trying to position themselves to have one.…
Learning Video: 1031 Exchange and DST
