Jay Frank
Cantor Fitzgerald Asset Management
Name
Jay Frank
Category
Wealth Management
Company
Cantor Fitzgerald Asset Management
Location
Santa Monica, CA
Website
Services/Expertise
1031s: Tax-deferred exchange via DST, no management; 721s: Exchange for REIT units, diversify and exit with DST;
Ideal Client
HWN sophisticated investors selling investment property or any asset with a capital gain, short or long term
Summary of Benefits
1031s/721s: Tax-deferred exchange into turn-key, institutional-quality assets with income and capital appreciation; Opportunity Zones: Tax deferral until 2027, tax-free growth after 10+ years, with potential distributions from rents and refinancing.