Real Estate Investment Trusts (REITs)Delaware Statutory Trusts (DSTs)Interval FundsLLC/LP Opportunities
DST Advantages and Key Factors1031 Process1033 Process
Drilling Funds for tax deductions/incomeLeasebank Funds for income and capital gainRoyalties for income, some tax advantage
Income and Growth FundsLow beta for stability
EDUCATION: MBA, St. John’s University BBA, University of Notre DameAnnual continuing education courses in the areas of investments and income taxes
PROFESSIONAL LICENSES: Certified Public Accountant (N.Y. and Texas)Registered Representative licensed in numerous statesInvestment Advisor Representative licensed in numerous states
We welcome challenges.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.