Epstein Index›Documents›EFTA01038119
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01038119: Holder (DS9)

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This document is an email from Bruce Jaeger at a New York office (3 Bryant) to PM regarding REIT Operating Units, discussing potential tax risk if holders are required to exchange units for shares or cash. The excerpt indicates discussion of tax implications for security holders but provides no dates, specific REIT names, or transaction details.

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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**

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