EP10 - Interview with Nick Francia with UBS regarding the 1042 transaction.
Mar 31, 2021
31:34
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
This episode covers the details of a 1042 transaction through a discussion with Nick Francia at UBS - we cover the floating rate notes and leveraging the qualified replacement property with either an active or passive investment strategy.
Journey to an ESOP & Beyond