5
Shared Docs
5
Same-Page
5 / 5
Mentions
proceed. Best regards- Bruce From: Jeffrey E. (mailto:jeevacationegmail.com Sent: Tuesday, August 08, 2017 9:43 AM To: Jaeger, Bruce (New York 3 Bryant) Subject: Re: REIT Operating Units tell me the structure ? On Tue, Aug 8, 2017 at 9:39 AM, Jaeger, Bruce < > wrote: Jeffrey, Good catching up t
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fun
+0000 See my initial responses next to your questions below- please let me know how you wish to proceed. Thank you. From: Jaeger, Bruce (New York 3 Bryant) Sent: Tuesday, August 22, 2017 9:54 AM To: 'Paul Barrett; jeffrey E. Cc: Richard Kahn Subject: RE: REIT Operating Units Paul, The presentation
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
let me know how you wish to proceed. From: Paul Barrett [mailto: Sent: Monday, August 21, 2017 10:42 PM To: Jeffrey E.; Jaeger, Bruce (New York 3 Bryant) Cc: Richard Kahn Subject: RE: REIT Operating Units Hi Bruce Can you provide some more information on: • option maturities and strikes (in %) •
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
back from our lending group. From: Jeffrey E. [mallto:[email protected]] Sent: Tuesday, August 08, 2017 3:26 PM To: Jaeger, Bruce (New York 3 Bryant) Subject: Re: REIT Operating Units Can you send me a sample of the tri party collateral agreement On Tue, Aug 8, 2017 at 2:51 PM Jaeger, Bruce <
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
3rd Floor I New York, NY 10036 From: jeffrey E. [mailto:jeevacation@gmailcom] Sent: Tuesday, August 08, 2017 4:14 PM To: Jaeger, Bruce (New York 3 Bryant) Subject: Re: REIT Operating Units EFTA_R1_01872655 EFTA02639973 i assume there is tax risk if they have to exchange for shares or cash.. the ho
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fun
Entities connected to both Bryant and the Exchange Fund

Jeffrey Epstein
PERSON
George W. Bush
PERSONStifel Bank & Trust
ORGANIZATIONJaeger
PERSONConvertible REIT Operating Units
ORGANIZATIONStifel Bank
ORGANIZATION
Richard Kahn
PERSONST Capital Gains
ORGANIZATIONSagewood Asset Management
ORGANIZATION
Paul Barrett
PERSON