Tag: Real Estate

FEATURE
From Working Boots to Business Suits with Larry DiCara (Ep. 106)

From Working Boots to Business Suits with Larry DiCara (Ep. 106)

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How has Boston’s transformation from a hub of blue-collar workers to a hotspot for white-collar specialists impacted its people, identity, and economic dynamics?

In this episode, Peter Raskin chats with Larry DiCara, a seasoned real estate lawyer and former Boston city councilor, about the profound shifts Boston has experienced over the years.

During their discussion, Larry shares:

  • Boston’s journey from a post-war blue-collar city to its present-day white-collar dominance
  • The noticeable demographic shifts, including reductions in household sizes and school-aged children
  • The change in primary employers from traditional big banks and insurance firms to universities and hospitals
  • The evolving identity of neighborhoods, illustrated by the decline of iconic institutions such as Catholic churches and schools
  • Challenges facing the city’s infrastructure, from an aging subway system to a notable lack of functional swimming pools
  • And more!

Resources

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About Larry DiCara:

Larry DiCara is among Boston’s most recognized civic leaders in addition to serving as a consultant, lobbyist, and trained mediator. ​ A frequent speaker at colleges, universities and other venues, as well as a regular go-to source in Boston media, Larry has taught at Harvard, Boston University and the University of Massachusetts. ​ Larry has practiced real estate and administrative law and has been intimately involved with the development process in and around Boston for more than 40 years.

CRN-5901609-082323

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)

How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)

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How can the opportunity zone legislation help you maximize your tax benefits? Investors can defer capital gains with opportunity zones.

In this episode, Peter Raskin speaks with Nino Balduzzi of Griffin Capital about the Opportunity Zone legislation, an investment strategy that incentivizes real estate development in specific census tracks across the country by allowing investors to defer capital gains and potentially receive tax-free appreciation on investments. Nino explains that the legislation designates certain census tracks as Opportunity Zones, aimed at driving economic development in low-income communities. He discusses the benefits of the legislation, including deferral of capital gains and tax-free appreciation on investments held for ten years or more. They also discuss the different phases and timelines involved in investing in qualified opportunity zone funds.

Nino discusses:

  • His role at Griffin Capital
  • Who can benefit from this tax strategy
  • What an opportunity fund is, how this one was developed, and its advantages
  • What kind of properties are being developed
  • What an opportunity zone is for these real estate developments
  • The timeline of the different phases of investing in one of these properties
  • How long investors have to invest in these qualified opportunity zone funds

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Schedule Time with Peter:

CRN-5850667-080123

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

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Are you looking for a way to invest your money and secure your financial future?

In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. 

Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing your market, building long-term relationships, and following your passion. 

Peter & Michael discuss:

  • The most important soft & hard skills to have to stay competitive in the industry
  • How to tell if a property aligns with your personal goals and interests as an investor
  • How to avoid some of the most common pitfalls real estate investors make
  • How to get started in the industry–even when you don’t have money for a full down payment
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule Time with Peter

Connect with Michael Price:

About Michael Price: 

With over 37 years of hands-on experience in the Boston real estate market, Michael L. Price is now directing Legacy Real Estate Ventures, LLC with a focus on acquisitions and asset management. Since its founding in January 2008, Legacy has purchased 20 properties valued at over $100 million. 

Mr. Price has guest lectured on real estate topics at Lehigh University, Babson College, and Brandeis University, and is a member of the faculty of Boston University’s Metropolitan College where he teaches Real Estate Market Analysis. Mr. Price also sits on the Board of Advisors of City North Development, a privately held real estate investment company and is involved in a private investment group that has interests in medical products, parking assets, and technology.

CRN-5779101-062823

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
69. Get The 411 On The 1031 With Paulo Aguilar

69. Get The 411 On The 1031 With Paulo Aguilar

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Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property.

In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at Inland Securities Corporation, to discuss the 1031 tax exchange, and how real estate investors can utilize this tax-deferred strategy. Paulo reveals the origins of the 1031 and its use in modern real estate.

Paulo discusses:

  • What the 1031 exchange tax code is
  • How you can leverage the code to create equity
  • The necessary parties involved in a 1031
  • How Delaware Statutory Trusts (DSTs) can be used as a 1031 exchangeable option
  • And more!

Connect with Paulo Aguilar:

Connect with Peter: 

CRN-3874965-101921

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.