Kay Properties Investments DST Sponsors

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Delaware Statutory Trust Sponsors

THIS BROCHURE GIVES AN OVERVIEW OF A NUMBER OF DST SPONSOR COMPANIES IN THE INDUSTRY THAT WE WORK CLOSELY WITH AT KAY PROPERTIES.

Kay Properties’ team members work with 1031 clients to find out what types of DST properties and strategies may work best for them. Just because a DST offering is believed to be a good offering, does not mean it is right for a particular client’s specific situation. Being able to help investors decipher which DST offerings make the most sense for them is a large part of what has caused Kay Properties to grow exponentially over the years. One of the advantages of working with Kay Properties is that we work closely with many of the established DST sponsor companies in the industry, which gives our clients an opportunity to invest in a diversified DST portfolio.

Over the years we have been told by many of the sponsors that Kay Properties’ team members do more DST business than others in the industry. As a result of this large volume of business, we have been able to do custom and exclusive DSTs with some of the sponsors below for our clients whereby no other Broker Dealers or Registered Representatives have access. The neat thing about these custom DSTs is that we have been able to substantially reduce the commissions and costs for them due to the cost savings of narrow vs. wide distribution.

IT IS IMPORTANT TO NOTE THAT ALTHOUGH WE HAVE WORKED WITH THE COMPANIES BELOW VERY CLOSELY AND HAVE UTILIZED THEIR OFFERINGS MANY TIMES FOR OUR CLIENTS, IT IS A GRAVE MISTAKE TO RECOMMEND A DST PROPERTY BASED SOLELY ON THE FACT THAT THE OFFERING IS BY A PARTICULAR SPONSOR COMPANY.

We always recommend a thorough review and understanding of the particular DST offering itself via our comprehensive and robust due diligence process, as we have seen good sponsors bring out bad DSTs that carried heightened risk and have not turned out well for investors.

This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum.

This material is not intended as tax or legal advice so please do speak with your attorney and CPA prior to considering an investment. This material contains information that has been obtained from sources believed to be reliable. However, Kay Properties and Investments, LLC, WealthForge Securities, LLC and their representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigations before considering any investment. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) and 1031 Exchange properties. These include, but are not limited to, tenant vacancies, declining market values, potential loss of entire investment principal.

Past performance is not a guarantee of future results: potential cash flow, potential returns, and potential appreciation are not guaranteed in any way and adverse tax consequences can take effect. Real estate is typically an illiquid investment. Please read carefully the Memorandum and/or investment prospectus in its entirety before making an investment decision. Please pay careful attention to the “Risk” section of the PPM/Prospectus.

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Securities offered through registered representatives of WealthForge Securities, LLC, Member FINRA / SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.

DST 1031 properties are only available to accredited investors (generally described as having a net worth of over one million dollars exclusive of primary residence) and accredited entities only (generally described as an entity owned entirely by accredited individuals and/or an entity with gross assets of greater than five million dollars). If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney prior to considering an investment. You may be required to verify your status as an accredited investor.

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