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.