Evan is among the nation’s leading advisors in the retail alternative investment space. His expertise extends to non-exchange-traded portfolio-diversifying investments such as perpetual-life NAV REITs, lifecycle REITs and “Reg D” products. Evan counsels clients--from the largest institutions to the most ambitious entrepreneurs--on the formation and structuring of publicly traded, non-traded and private REITs and other real estate investment vehicles--with the goal of gathering the capital needed to grow their businesses.
So, although Qualified Opportunity Funds are getting lots of attention at the moment, they’re not the only tax deferral product — and that’s one of the reasons that DSTs are so successful right now.