Local real estate brokers liaise with Kay Properties to capitalize on the company’s reputation as a specialist in DST 1031 exchanges, and its dedication to providing concierge service and education on behalf of real estate investors to create a strategy for real estate investors. ‘custom 1031 exchange
LOS ANGELES, September 23, 2021 (GLOBE NEWSWIRE) – Kay Properties & Investments recently announced another successful completion of a Delaware Statutory Trust 1031 cash / debt exchange. real estate brokerage, enlightened clients and an expert consulting firm DST 1031 to orchestrate the successful 1031 exchange of vacant land into a diversified $ 2 million portfolio.
âKay Properties & Investments is very special for the 1031 stock market because we are just working in the DST space day in and day out. For many years, investors like these have chosen Kay Properties for our wide selection of DST opportunities, our rigorous due diligence process, our extensive real estate expertise and our unwavering dedication to customer service, âsaid Dwight Kay , founder and CEO of Kay Properties & Investments.
According to Chay Lapin, DST 1031 expert and president of Kay Properties who oversaw the exchange process, the transaction initially required extensive training for both the real estate broker and the investing client. This included reviewing potential DST properties that might be a good fit for the investor’s long-term plans, lengthy discussions of the potential benefits and risk factors of investing in real estate. and DST investments, then creating a detailed business plan that would ensure multiple 1031 trades would be completed within the allotted timeframe, as well as zero debt (i.e. investments debt-free in the Delaware Statutory Trust) with a passive management structure and targeted monthly cash flows for the investor.
âWhat made this DST 1031 exchange so special is that it was originally introduced to us through the real estate broker. She not only understood that there would be significant tax consequences following the sale of this unique piece of land, but also that she did not have enough experience to accurately guide her client through the nuances and issues. rules associated with DSTs. However, she cared for her client’s best interests and was incredibly insightful to recognize that a DST investment would be a perfect fit for her client’s needs, even though she knew that since she was not a licensed securities representative, she would not be able to receive compensation for the dismissal, âsaid Lapin.
After coordinating with the real estate broker and the client the sale of the plot of land, the Kay Properties team of Delaware Statutory Trust 1031 experts worked closely with the client’s entire family to identify and ultimately invest in five DST deals. different without debt. As a result, the client was able to defer any accumulated capital gains and depreciation recovery taxes on the sale of the land and invest all of the tax-deferred capital in the Delaware Statutory Trust offerings. Using the Kay Properties 1031 DST Marketplace at www.kpi1031.com, the client was grateful for being able to diversify into passive DST investments with the potential for monthly cash flow.
As a result, the client was able to diversify into several asset classes, particularly medical, commercial and industrial, while spreading its investment over several geographic regions.
Matt McFarland, VP and DST 1031 Specialist at Kay Properties, pointed out that one of the most valuable attributes Kay Properties brought to this client, as to all of their clients, was valuable information in the form of education. detailed on the nuances of the DST investment market. .
“Through education and explanation of the investment process, we have encouraged the active engagement of all family members, as the decision to invest in DST is truly a collaborative, non-group effort. only for the investor but also for his family members and heirs. Family members are able to exchange ideas and ask questions that the individual may not think of asking. When all exchanges were completed, the client contacted me to let me know how grateful he and his family were to be able to work with the Kay The Properties team and our extensive menu of debt free DST properties in addition to our market access DSTs with and without debt, âsaid McFarland.
ABOUT KAY PROPERTIES AND INVESTMENTS
Kay Properties is a Delaware Statutory Trust (DST) national investment company. The www.kpi1031.com The platform provides access to the DST marketplace of over 25 different sponsor companies, custom DSTs only available to Kay customers, independent advice on DST sponsor companies, due diligence and verification on each DST (typically 20- 40 DST) and a DST aftermarket. Kay Properties’ team members collectively have over 115 years of real estate experience, are licensed in all 50 states, and have participated in over $ 15 billion in DST 1031 investments.
* Diversification does not guarantee profits or protect against losses.
* This case study may not be representative of the experience of other customers. Past performance does not guarantee or indicate the likelihood of future results. Please consult your lawyer and CPA before considering an investment.
This document does not constitute an offer to sell or a solicitation of an offer to buy securities. Such offers can only be made through the confidential Private Placement Memorandum (the âMemorandumâ). Please read the entire Memorandum, paying particular attention to the section on risks before investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes. Therefore, you should consult your tax or legal professional for more details regarding your situation. There are significant risks associated with investing in real estate securities, including illiquidity, vacancy, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning / operating commercial and multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long holding periods. There is a risk of losing all of the invested capital. Past performance is no guarantee of future results. Potential cash flows, potential returns and potential appreciation are not guaranteed. Securities offered through Growth Capital Services. FINRA / SIPC member. Kay Properties and Investments, LLC and Growth Capital Services are separate entities.