Epstein File EFTA00670436: Holder and Targeted (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00670436: Holder and Targeted (DS9)

CorrespondenceDate unavailableEFTA006704361 keyword hits

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This document contains financial correspondence regarding portfolio management and investment strategy. An email exchange between Bruce Jaeger at a New York office discusses REIT operating units and addresses tax risk considerations related to potential share or cash exchanges. The document references the use of existing portfolio as collateral for targeted incremental yield generation.

👤 Named in This Document

Eric Holder

🔑 Evidence Keywords

targeted

📋 Key Excerpts2

PersonKeyword

Excerpt 1

The **targeted** incremental yield utilizes existing portfolio as collateral.

Excerpt 2

PM To: Jaeger, Bruce (New York 3 Bryant) Subject: Re: REIT Operating Units i assume there is tax risk if they have to exchange for shares or cash. the **holder**