DST 1031 Case Study

Key Takeaways: Kay Properties registered representatives spent more than one year educating the client on DST investments. Kay Properties worked closely with client’s CPA and real estate attorneys to create a custom investment strategy that fit perfectly with the client’s specific goals. Kay Properties created a workflow plan that achieved the closing of 15 DST investments in 30 days without a hitch. Background: A high-net worth accredited investor spent more than 40 years building a … Read More

By Steve Haskell, Senior Vice President at Kay Properties and Investments There are various strategies when using DSTs (Delaware Statutory Trusts) in a 1031 exchange. Some investments are as easy as a simple exchange from one property into a single DST. Other times DST’s are used to invest leftover equity from an exchange so the investor is not taxed on leftover funds, called “boot”. Investors will routinely use DSTs as a backup ID in case … Read More

Case Study: A Client’s First Experience with DSTs By Betty Friant, Senior Vice President, Kay Properties & Investments, LLC The client has invested in real estate since 1987. After experiencing difficulties in renting an industrial property she owned for the past 13 years, it was time to sell. Having sold many properties in the past, the concept of doing a 1031 exchange was all too familiar to her. She questioned whether or not to do … Read More