1031 Exchanges
The RIA Opportunity


REGISTERED INVESTMENT ADVISORS (RIAS) IN TODAY’S MARKET HAVE A UNIQUE OPPORTUNITY TO INCREASE THEIR ASSETS UNDER MANAGEMENT (AUM) BY HELPING HIGH NET WORTH CLIENTS UTILIZE THE 1031 EXCHANGE AS A TAX DEFERRAL AND DIVERSIFICATION STRATEGY.



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For The RIA 1031 Exchange Toolkit!



As an RIA the majority of your high net worth clients have investment real estate outside of the portfolio that you manage for them. Many of these clients have over 20-50% of their net worth tied up in investment real estate.

These same clients are often at a point in their lives where they want to relieve themselves of the burden of owning and operating real estate but they cannot sell outright without taking an extraordinary 30-40% tax hit from federal capital gains taxes, state capital gains taxes, depreciation recapture tax and the Medicare surtax. Unless they utilize the 1031 tax deferred exchange.

As an RIA you are able to help these clients complete their 1031 exchanges into Delaware Statutory Trust (DST) properties. This DST 1031 exchange strategy can potentially provide for your clients:

Freedom from the day-to-day management burdens of real estate ownership

Tax deferral using the 1031 exchange, allowing them to keep their equity intact upon selling their properties

Increased current income

Diversification – With minimum investment amounts of typically $100,000 investors are able to build a diversified portfolio containing: multifamily apartments, corporate backed NNN leased properties, all-cash/debt-free properties and more.

Case Study:


The RIA, who was also a CPA, contacted Kay Properties for access to DST properties as his client was entering into a large 1031 exchange. The RIA and his client were especially interested in Kay Properties all cash/debt free DST properties as they had no debt to replace from the sale of the client’s property, they did not want to take on the risk of leverage and possible foreclosures in a bad economy and they did not want the risk of replacing large amounts of leverage in subsequent 1031 exchanges.

The RIA and his client through the assistance of one of Kay Properties Senior Vice President’s – who has been involved in hundreds of millions of DST 1031 exchanges – selected a diversified portfolio of all-cash/debt-free DSTs, multifamily apartment DSTs and corporate backed NNN leased DSTs.

The client was happy as she now had completed her 1031 exchange in a timely manner, diversified her proceeds into a well-constructed portfolio of DSTs and substantially reduced her risk due to the use of Kay Properties all-cash/debt-free DSTs.

The RIA was thrilled in that he had been able to receive expert guidance from his Kay Properties Senior Vice President as to what was appropriate for his clients needs as well as he was able to substantially increase his AUM for this particular client.

The RIA and Kay Properties are now moving forward with educational conference calls and dinner events for the RIAs other clients that would potentially benefit from utilizing the DST 1031 exchange strategy.

To find out if Kay Properties 1031 exchange program is right for your clients contact us today. You will receive a free book on 1031 exchanges and a free subscription to the 1031 DST Digest – a full color glossy magazine on all things 1031 exchanges and DSTs.

Risks: All real estate investments and strategies contain no guarantees for returns/cash flow/appreciation as well as could result in the complete loss of invested principal. Please read the full Private Placement Memorandum (PPM) carefully prior to considering an investment for yourself or a client. This material is not intended to be considered tax or legal advice.

THIS IS AN EXAMPLE FROM OUR CLIENT AND MAY NOT BE REPRESENTATIVE OF THE EXPERIENCE OF ALL CUSTOMERS. IT IS NOT A GUARANTEE OF PERFORMANCE AND THE CLIENT HAS NOT BEEN COMPENSATED.

 

Register Today!

For The RIA 1031 Exchange Toolkit!

 

Kay Properties and Investments, LLC Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, New York City and Washington DC. Kay Properties team members collectively have over 94 years of real estate experience, are licensed in all 50 states, and have participated in over $7 billion of DST real estate. Our clients have the ability to participate in private, often exclusively available, DST properties as well as those presented to the wider DST marketplace; with the exception of those that fail our due-diligence process.

TO LEARN MORE ABOUT KAY PROPERTIES
PLEASE VISIT: www.kpi1031.com

 

Risks and Disclosures


  • DST properties are only available to accredited investors (generally described as having a net worth over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or entity, please verify with your CPA and attorney prior to considering an investment.


    The information herein has been prepared for educational purposes only and does not constitute an offer to purchase securities or real estate investments. Such offers are only made through the sponsor’s Private Placement Memorandum (PPM), which is solely available to accredited investors and accredited entities.


    IRC Section 1031, IRC Section 1032 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation prior to considering an investment.


    There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including but not limited to, loss of entire investment principal, declining market values tenant vacancies and illiquidity.


    This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

  • Investor should read the PPM carefully before investing; paying special attention to the risk section. All DST properties are subject to availability. There can be no assurance that any DST property will be available for purchase.


    Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor.


    Please speak with your CPA and attorney to determine if an investment in real estate and DST properties is suitable for your particular situation/circumstances.


    Past performance is not indicative for future returns. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated.


    Securities offered though registered representatives of WealthForge, Securities LLC, Member of FINRA/SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.