News: Finance

The Real Estate Finance Association’s Charitable Golf Tournament and summer panel & reception

Boston, MA The REFA Charitable Golf & Tennis Tournament was postponed due to heavy rain and is rescheduled for Monday, August 28th at Dedham Country & Polo Club. Tournament proceeds go to two of REFA’s Charitable Partners: Breaktime and FamilyAid Boston. Visit www.REFAGolf.com to learn more or to register for tennis. 

Thank you to the following Tournament Sponsors:

• Event Sponsor: Walker & Dunlop;

• Charitable Gift Sponsor: Bank of America;

• Driving Range Sponsor: Newmark;

• Golf Ball Sponsor: US Bank;

• Hand Towel Sponsor: Tremont Realty Capital;

• Lunch Sponsor: Berkshire Residential Investments;

• Mulligans Sponsor: Walter & Shuffain PC;

• Putting Green Sponsor: Nutter;

• Reception Sponsor: Net Lease Capital Advisors;

• Snack and Beverage Sponsor: First American Title - NCS;

• Tennis Tournament Sponsor: Commonwealth Land Title;

• Water Bottle Sponsor: Capital One Bank;

• Weather Sponsor: R.J. Kelly; and

• Tennis Tournament Sponsor: Commonwealth Land Title

Hole Sponsors: AEW Capital Management, Avison Young, Brookline Bank, Brown Rudnick, Cambridge Savings Bank, Citizens Bank, Crosspoint Associates, Eastern Bank, Goulston & Storrs, Hinckley Allen, Intercontinental Real Estate Corp., KOW Building Consultants, M&T Bank, Newbanks, Rhino Capital Advisors, and Riemer & Braunstein, Ryan.

The REFA Emerging Leaders hosted the Annual REFA Summer Panel & Reception on August 9th at 9OFS,1 Federal St. This highly anticipated discussion focused on the structural shifts occurring within the life science sector and their implications for land use patterns and the real estate market. 

In July, REFA’s board of directors gathered at 3 Center Plaza on the patio for a productive meeting discussing fall initiatives and networking. REFA has multiple programs planned for the fall and details will be released soon. All information will be on their website under the event page and sent via email. 

Please save the date for the Annual REFA Gala: Thursday, October 4th at the Omni Boston Hotel at the Seaport. Enjoy an evening of celebration and networking as we recognize Steven Samuels, chairman & principal, Samuels & Associates, and his recognition of 20+ years of collective partnership, strength, and team vision, with the 2023 Swain Award.

To learn more about REFA, including membership, events, and ways to get involved, please visit us at www.refa.org. Follow REFA’s LinkedIn, Twitter, and Instagram @REFABoston.

(Pictures are from the board of directors meeting in July.)

Tags: Finance
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property
Are appraisers on the same page as the assessor? - by Richard Seman

Are appraisers on the same page as the assessor? - by Richard Seman

The purpose of this article is to address problematic or confusing issues which may help assessors and appraisers to better understand how to value real estate for tax assessment purposes.
The focus on price per s/f compared to the  comparable sales used in the appraisal report - by Dennis Chanski

The focus on price per s/f compared to the comparable sales used in the appraisal report - by Dennis Chanski

Over the past several weeks, I have completed appraisal assignments for private clients. Interestingly, after submitting these appraisals, I received several phone calls – not to question the value, content, or any incorrect information, but rather to discuss the price per s/f compared to the comparable sales used in the report.
Massachusetts real estate transfers  over $1 million face new tax rules as of November 1st - by Daniel Meyer

Massachusetts real estate transfers over $1 million face new tax rules as of November 1st - by Daniel Meyer

Attention to owners of real estate in the Commonwealth (and the title companies and other professionals who advise them), the Massachusetts Department of Revenue (the “DOR”) recently adopted a new “millionaire’s tax” via 830 CMR 62B.2.4