The Kay Properties Process

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1031 Exchange DST Planning and Guidance

Introductory Consultation 

The introductory call will begin a dialogue for us to understand your situation – your preference, needs, and requirements for your upcoming 1031 exchange.

Develop Preliminary Recommendations

Using the client goals and objectives from our initial consultation, we will begin to transform your words into a strategic 1031 plan. We will provide some initial recommendations for investments. Which will be a starting point to change as needed. These recommendations will be while employing Kay’s unique knowledge gained thru billions of dollars of DST investment experience.

Secondary Assessment and Due Diligence Analysis

Follow up assessment with investment analysis team to discuss the potential pros and cons of the various options. Clients will be provided exclusive, in-depth due diligence package on each 1031 DST investment option under consideration. From here, we will as needed, set up Asset Manager (Sponsor) calls and Property tours for you on the DST investments you are interested in.

Meet The Team (In Person, Virtually, or Conference Call)

The Kay Properties team is headquartered in Los Angeles, with offices in New York City, Washington DC, San Diego, San Francisco, and Seattle. One quality that sets Kay Properties apart is our team approach – you have a team of DST Real Estate experts working for you at all times. We want you to meet your DST team and understand how your team works for you.

Successfully Completing Your 1031 DST Investments

Upon completion of your due diligence review the Kay Properties team consisting of a Senior Vice President, Associate, and Transaction Coordinator will hold your hand through every step of the closing process, working with your QI and the closing agents from the various DST sponsor companies.

Continuing Communication and Education

After the completion of your current transaction the Kay Properties Team will stay with you, and provide investment updates as needed. The Kay team is available to you with any follow up questions and will continue to keep you informed, even after your exchange is complete. We pride ourselves on serving you as a client for many years to come.

About Kay Properties and Investments, LLC:

Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington DC. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $9 Billion of DST real estate. Our clients have the ability to participate in private, 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 or call 1-855-899-4597

Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing.

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