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From: Jaeger, Bruce To: jeffrey E. <[email protected]> Subject: REIT Operating Units Date: Tue, 08 Aug 2017 18:51:35 +0000 For Information & Discussion Pu
jeffrey E. <[email protected]> Subject: REIT Operating Units Date: Tue, 08 Aug 2017 18:51:35 +0000 For Information & Discussion Purposes Only Stifel Bank & Trust has issued non-purpose loan(s) using Convertible REIT Operating Units as collateral. The Client, Bank and REIT were subject to a Tri-party collatera
From: Jaeger, Bruce To: jeffrey E. Subject: RE: REIT Operating Units Date: Tue, 08 Aug 2017 13:51:10 +0000 Let me do a little more research and I will come back
wrote: Jeffrey, Good catching up this am. I did a little due diligence and we DO structure loan facilities against REIT Operating Units out of our Stifel Bank & Trust. Let me know how you wish to proceed. Best regards, Bruce Bruce W. Jaeger Director/Investments I STIFEL 3 Bryant Park i i d Floor i New York, NY
From: Jaeger, Bruce <I To: Paul Barrett < >, Jeffrey E. <jeevacationggmail.corn> CC: Richard Kahn <I Subject: RE: REIT Operating Units Date: Tue, 22 Aug 2017
holder will geta capital gain? On Tue, Aug 8, 2017 at 2:51 PM, Jaeger, Bruce < > wrote: EFTA00670426 For Information & Discussion Purposes Only Stifel Bank & Trust has issued non-purpose loan(s) using Convertible REIT Operating Units as collateral. The Client, Bank and REIT were subject to a Tri-party collatera
ubject: RE: REIT Operating Units Date: Tue, 22 Aug 2017 16:12:05 +0000 Importance: normal Which entity would you like to use? Paul Barrett From: Jaeger, Bruce Sent: Tuesday, August 22, 2017 9:54 AM To: Paul Barrett jeffrey E. Cc: Richard Kahn Subject: RE: REIT Operating Units Paul, The presenta
holder will geta capital gain? EFTA00670437 On Tue, Aug 8, 2017 at 2:51 PM, Jaeger, Bruce < > wrote: For Information & Discussion Purposes Only Stifel Bank & Trust has issued non-purpose loan(s) using Convertible REIT Operating Units as collateral. The Client, Bank and REIT were subject to a Tri-party collatera
From: Jaeger, Bruce To: jeffrey E. <[email protected]> Subject: RE: REIT Operating Units Date: Tue, 08 Aug 2017 20:30:40 +0000 Not sure —will revert as soo
e a sample of the tri party collateral agreement On Tue, Aug 8, 2017 at 2:51 PM Jaeger, Bruce < wrote: For Information & Discussion Purposes Only Stifel Bank & Trust has issued non-purpose loan(s) using Convertible REIT Operating Units as collateral. The Client, Bank and REIT were subject to a Tri-party collatera
el.com/> 3 Bryant Park I 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 f
. the holder will geta capital gain? On Tue, Aug 8, 2017 at 2:51 PM, Jaeger, Bruce < For Information & Discussion Purposes Only <mailto > wrote: Stifel Bank & Trust has issued non-purpose loan(s) using Convertible REIT Operating Units as collateral. The Client, Bank and REIT were subject to a Tri-party collatera
Entities connected to both Jaeger and Stifel Bank & Trust

Bryant
PERSON
George W. Bush
PERSON
Jeffrey Epstein
PERSONConvertible REIT Operating Units
ORGANIZATIONStifel Bank
ORGANIZATIONthe Exchange Fund
ORGANIZATIONSagewood Asset Management
ORGANIZATIONST Capital Gains
ORGANIZATION
Paul Barrett
PERSON
Richard Kahn
PERSON