Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)

Retirement Plan Playbook

You’ve found it. Everything you need to know about real estate investing, all in one place.

In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a delaware statutory trust is, and so much more!

Jay discusses:

• What a 1031 exchange is in the real estate industry and how they work
• How he can help real estate investors grow and enhance their business strategy
• What a Delaware Statutory Trust (DST) is and how they can enhance your real estate investing experience
• What to consider before becoming a landlord
• And more

Resources:

• Retirement Plan Playbook: 7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

Connect With RPA Wealth Management:

• [e-mail]
• [phone]
• RPA Wealth Management
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: RPA Wealth Management

Connect With Jay Frank:

• LinkedIn: Jay Frank

About Our Guest:

Jay Frank is the president of Cantor Fitzgerald Asset Management and Chief Operating Officer of Cantor Fitzgerald Investment Management. Jay has spent the last 16 years focused on the real estate assets and alternative investment industries.

He works closely with financial advisors on the implementation of sophisticated real estate solutions, including 1031 exchanges and tax deferred exchanges.