The 1031 Show™
Interview with Annemarie Sunde, Property Manager
Interview with David Waitley, Top San Diego Realtor
Introduction to the 1031 Exchange
What Is a 721 UPREIT?
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,…
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…
Learning Video: 1031 Exchange and DST
