Leslie Pappas has been cited on CNN, ABC, CBS, NBC, FOX, The Wall Street Journal, Bloomberg and hundreds of other news reporting firms as a leading expert in investments for accredited investors. She has over 33 years of experience in investments, financial services, and real estate and has participated in over $2.5B in real estate transactions.
Leslie is a Certified Commercial Investment Member, a licensed Investment Advisor, Registered Securities Principal DPP, Real Estate Broker in several states and a LEED Accredited Professional. She earned an MBA from New York University, one of the top 10 business schools, and her Bachelor’s Degree from Vassar College.
She is uniquely qualified to put together a comprehensive personalized plan to help you move from traditional rental properties into diversified institutional scale investments using tools such as Delaware Statutory Trusts (DSTs) and 1031 Exchanges. Large scale, institutional grade commercial properties provide a truly "hands off" management experience and the potential for higher cash flow, better tax shelters and higher overall returns for her clients. She expertly walks her clients through the process.
Leslie’s strong background in both real estate and securities provides her with a unique perspective from which to evaluate investment offerings and the firms who sponsor them, as well as the underlying real estate and its corresponding business plan. She brings a high level of detail to her practice by personally visiting and evaluating the vast majority of real estate in which her clients invest. She keeps her finger on the pulse of the industry, individual offerings and works to stay informed of past investments her clients have made. Leslie is also very well versed in tax code provisions that make institutional investing even more powerful such as sequential 1031 Exchanges and the power of depreciation as a tax shelter.
Leslie’s focus is squarely on helping the investor formulate their investment goals, strategy and time frames. Leslie has assisted hundreds of real estate investors in the sale of their rental properties, performing tax deferred 1031 Exchanges, and reinvestment into often more diversified and profitable large-scale real estate holding structures as DSTs.