As seen on WealthManagement.com: Real Estate DSTs — A Haven in a 1031 Tax-Change Storm?

In the face of the tax policy uncertainty, the question is how to think about current real estate investments and future investment plans. By Chay Lapin, President of Kay Properties & Investments, LLC Washington-watchers including many of us in the real estate industry are waiting to see if and how federal policymakers change the tax treatment of capital gains and 1031 like-kind exchanges this year. The capital gains tax rate affects the flow of capital … Read More

Thoughts on Senior Care

At Kay Properties we are very focused on reducing risk wherever possible. We all know that all real estate investments contain the risk of a loss of investment capital and that cash flow and appreciation are not guaranteed. One of the ways that we can help to reduce risk for our clients is by rejecting the higher risk asset classes in the DST marketplace; asset classes like student housing, oil and gas, hotels and senior … Read More

As Seen on Kiplinger.com: How Biden’s Tax Plan Could Affect Your Real Estate Investments

Should you sell your real estate investments before any changes to capital gains taxes or 1031 exchanges get made? That’s what many people are asking. But before you do anything, understand that there’s no telling what will come of President Biden’s tax proposals with a divided Congress, and you do have some interesting options in the meantime. By: Dwight Kay I’ve been a professional real estate investor since prior to the Great Financial Crisis and … Read More

Custom Kay Properties Delaware Statutory Trust Offering Goes Full Cycle

Kay Properties and Investments, LLC today announced that one of their custom Kay Properties Delaware Statutory Trust offerings successfully went full cycle on behalf of multiple 1031 exchange and direct cash investors. The DST investment that was sold was the Maple Springs Apartments in Richmond, VA which was a 268-unit multifamily community.  For those investors that closed simultaneously on the DST investment the same day that the property was purchased, the total returns were approximately … Read More

As Seen on Kiplinger.com: Retirement Planning? Don’t Forget About Investment Real Estate

Investment properties have the potential to generate monthly income and appreciation as part of a diversified* portfolio. But you don’t have to be a hands-on landlord. You can make passive real estate investments and avoid the 3 a.m. calls about clogged toilets! by: Dwight Kay You’re planning ahead for retirement and determined to invest in a diversified basket of stocks, bonds, and alternative investments. Maybe you have no exposure to income properties now, or maybe … Read More

Six reasons to sell the income property you love…And how to avoid taxes when you do

By Jason Salmon, Senior Vice President and the Kay Properties & Investments Team Many investors recoil at the thought of selling a piece of investment property. And they usually have a good reason, whether it’s missing out on future appreciation, having to pay a massive tax bill, or some other factor. Yet it can often make good sense to sell your property, thanks to a real estate investment alternative that simplifies your life and lets … Read More