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Finance
Posted: May 6, 2009
Shirley Ju 2009
Name: Shirley Ju
Title: President and founder
Company: 1031 Investment Solutions
Location: Natick, Mass.
Birthplace: Fall River, Mass.
Family: Husband Chet, children Eric, Nicole and Mitchell
College: University of Massachusetts - BA in Political Science; Simmons College - Masters in Information Services
First job outside of 1031: Librarian at a community college
First job in 1031 or allied field: Wholesaler for Argus Realty
What do you do now and what are you planning for the future? We assist the investor in the identification and closing of a suitable tenant-in-common 1031 Exchange replacement property. We also employ a full time investor services staff that assists in the documentation process. I also give lectures on the different aspects of the 1031 process, working closely with accommodators and have been in the business since 2002.
Hobbies: Make jewelry, gardening, travel
Favorite book: "Summer of My German Soldier" by Betty Greene
Favorite movie: "Forrest Gump"
Key to success: Be Honest
If you were forced to choose another vocation, what would it be? Medical doctor
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Finance
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Quick Hits
Columns and Thought Leadership
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.
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
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.
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick
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