Epstein Secrets

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

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

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

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

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

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

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

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

. 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

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