By Dwight Kay, Founder and CEO, Kay Properties and Investments Key Takeaways: What is the definition of an Accredited Investor? Why does the Securities and Exchange Commission require some investors to be accredited? Do Delaware Statutory Trusts require Investors to be accredited? What is the history of investor accreditation? The combination of aging demographics, stock market volatility, and a desire to find an investment strategy that delivers passive income are all contributing to the growing … Read More
DST Properties and 1031 Exchange Real Estate Investment Options
Recently, Kay Properties founder and CEO, Dwight Kay, sat down to discuss some of the DST real estate properties his firm recently had available for accredited investors. These properties are now fully subscribed, however they represent good examples of DST properties that are available on the kpi1031.com marketplace, and examples for 1031 exchange real estate options. The interview was recorded and transcribed so investors can have easy access and use it as a reference for … Read More
Delaware Statutory Trusts: Asset Class Rejection
Listen to Delaware Statutory Trust experts Alex Madden, Senior Vice President, and Orrin Barrow, Senior Vice President as they review the significance of Delaware Statutory Trust Asset Class Rejection. Specifically, they will be discussing: ✔️ What exactly is an asset class for real estate and Delaware Statutory Trusts? ✔️ Why is asset class rejection important when investing in Delaware Statutory Trusts? ✔️ Consider some of the risks of senior care assets in Delaware Statutory Trusts. … Read More
Delaware Statutory Trusts: The History of the DST for 1031 Exchanges
Recently Kay Properties’ senior team of Delaware Statutory Trust experts Jason Salmon, Executive Vice President and Managing Director, and Senior Vice President, Matt McFarland sat down to discuss the history of the Delaware Statutory Trusts. Specifically, Jason and Matt will be discussing the following: ✔️ How the 1031 exchange laws were formed out of Revenue Ruling 2004-86? ✔️ What exactly is the Delaware Statutory Trust structure? ✔️ What is meant by “passive ownership”? ✔️ How … Read More
Another Reason to Stay Debt Free in a 1031 DST Exchange
By Dwight Kay, Founder & CEO, Kay Properties and Investments It seems like everyday there is another reason showcasing the reason why more and more investors are choosing to stay debt-free when investing in Delaware Statutory Trust (DST) properties in a 1031 exchange. Headlines Show Dangers Surrounding Leveraged Real Estate Just look at any business or real estate-related publication, and you will see the headlines are full of examples of real estate firms that have … Read More
Four Ways to Use Delaware Statutory Trusts for Your 1031 Exchange
By Tommy Olsen, Vice President Kay Properties & Investments Key Highlights: How DSTs help investors successfully complete a 1031 exchange Can DSTs potentially provide investors greater diversification? How DSTs are utilized to help investors easily replace debt for their 1031 exchange DSTs can provide investors a good back-up option for a 1031 exchange Regardless of what economic trends are taking place, Delaware Statutory Trusts provide investors four timeless benefits for their 1031 Exchanges including deferring … Read More
Six Potential Benefits of Exchanging into Delaware Statutory Trust Properties
By Dwight Kay, Founder and CEO Kay Properties & Investments There are a number of potential benefits associated with exchanging into a Delaware Statutory Trust (DST) 1031 property. However, it is important to note that these potential benefits should also always be carefully weighed with the potential risks that are possible with DST investments, and as with all real estate investments, investors should consult their tax attorney and or Certified Public Account before investing in … Read More
Delaware Statutory Trust Investor Reviews and Complaints
Interested in learning more about Delaware Statutory Trust 1031 investments? Make sure to do a thorough job of researching Delaware Statutory Trusts prior to investing in a DST real estate offering, including reviewing client reviews and testimonials, reading published materials, and understanding potential complaints investors may have with Delaware Statutory Trust investments. Please note that testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood … Read More
Kay Properties & Investments DST Essentials Podcast: Liquidity & Exit Strategies
Join Kay Properties along with Matthew McFarland, Senior Vice President and Tommy Olsen, Vice President for a podcast on Delaware Statutory Trust liquidity and Exit Strategies. What We Will Be Covering: Various DST Exit Strategies DST Hold Period Expectations DST Secondary Market Transactions Estate Planning Transcriptions Tom Wall: Hi everyone, my name is Tom Wall, senior associate here at Kay Properties, and thank you so much for joining us this Friday for our investor conference … Read More
Why Delaware Statutory Trust Investors Should Practice “The Anchor and the Buoy Investment Strategy”
Real estate investors currently considering a Delaware Statutory Trust (DST) investment for a 1031 exchange or even a direct-cash investment, one of the first things to consider is what specific investment strategy should you pursue? For example, is the goal to achieve greater appreciation even if it means investing in an asset that carries greater risk? Or is your long-term strategy to have steady monthly income even if it means lower overall appreciation potential? I … Read More
Why Real Estate Income Funds Have Distinct Benefits for Investors
By: Kay Properties and Investments, LLC The recent fluctuations in the United States stock market have many investors looking for more conservative and less volatile investments. On top of that, traditional investment instruments like stocks and bonds are similarly not looking very attractive because of their lackluster yield performances. Therefore, more and more investors are attracted to Real Estate Income Funds. While Kay Properties & Investments is best known for its expert-level knowledge of Delaware … Read More
How to Plan Your Delaware Statutory Trust to Remove the Stress of a 1031 Exchange
By: Matt McFarland, Senior Vice President, Kay Properties and Investments Any investor who is considering selling a piece of investment real estate will undoubtedly consider a 1031 Exchange. A 1031 Exchange refers to the IRS code that allows significant tax advantages for investors. How? When you sell an investment property and you have a profit, you normally are required to pay capital gains tax. A 1031 Exchange allows you to sell your investment real estate … Read More
Seven DST 1031 Exchange Terms Every Real Estate Investor Should Know
Kay Takeaways: Knowing key terms for a 1031 Exchange is important for investors What is the definition of “beneficial interest” and how does it relate to DST’s? What is a Tenant In Common Investment? Do you know what a Qualified Intermediary is? Becoming a serious 1031 Exchange real estate investor can involve a significant learning curve. For example, there are many investment terms that every investor shouldknow and understand in order to better understand the … Read More
How Kay Properties Helped Three Different Sized Investors Match Their Specific Investment Goals, Objectives, and Risk Tolerances
By: Kay Properties & Investments Key Takeaways: Most Delaware Statutory Trust investors are looking for a specific solution to their particular investment situation. Three examples of how Kay Properties helped three different-sized investors with their DST investments. Not all investors entering Delaware Statutory Trust investments have the same investment objectives. Whether a large or small investor, Kay Properties puts a tremendous emphasis on client education and an emphasis on each investor’s specific situation and education … Read More
DST Essentials Podcast: Building a Crisis Resistant Real Estate Investment Portfolio
Listen to the DST Essentials with Kay Properties along with Betty Friant, Executive Vice President & Managing Director and Matthew McFarland, Senior Vice President for a podcast diving into a few tips on building a crisis resistant real estate investment portfolio. We will be discussing: The Importance of Diversification Asset Class Rejection Various Real Estate Access Points The Significance of Avoiding Leverage if Possible Transcriptions Victor Coronado: Hi everyone, this is Victor Coronado, senior Associate here … Read More
Kay Properties Headlines Panel on Delaware Statutory Trusts and Why So Many Investors are Interested in Them
Kay Properties & Investments team of Delaware Statutory Trust 1031 Exchange experts Chay Lapin, President, Betty Friant CCIM Senior Vice President, and Jason Salmon, Senior Vice President and Managing Director of Real Estate Analytics assembled to discuss why more and more real estate investors are selling their investment properties and turning to DST 1031 Exchange investments. The presentation was part of “Wealth Management Real Estate’s Guide to Investing in CRE: Second Quarter Review” targeting high … Read More
10 Reasons We Like FedEx as a Tenant for DST 1031 Exchange Investments in 2022
By Dwight Kay, Founder & CEO of Kay Properties & Investments Kay Properties & Investments is a fully integrated real estate investment firm that is an expert at sourcing deals, closing acquisitions, and performing necessary due diligence/analysis on Delaware Statutory Trust properties for 1031 exchanges and direct-cash investments. While no one has a crystal ball and can predict the performance of any real estate asset, we are encouraged by one corporation that leases thousands of … Read More
DST CASE STUDY: How Kay Properties Helps Investor Complete 15 DSTs in 30 Days
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
How Delaware Statutory Trust Investments Can Play an Important Part of Wealth Preservation
By Jason Salmon, Senior Vice President and Managing Director of Real Estate Analytics, Kay Properties & Investments Key Takeaways: Delaware Statutory Trust Investments Help Investors Defer Capital Gains Taxes Real Estate Investments Are Popular for Building Generational Family Wealth Delaware Statutory Trusts Offer the Potential for Step-Up in Basis Tax Benefits Delaware Statutory Trusts Offer Investors the Ability to Enjoy More Free Time Many people believe that the best thing about a Delaware Statutory Trust … Read More
The Importance of the Private Placement Memorandum (PPM) for Delaware Statutory Trust 1031 Exchange Investors
Key Takeaways: PPMs are part of all Delaware Statutory Trust Investments PPMs provide investors a full picture of the overall investment, including the potential risks PPMs include important information for investors including the DST trust agreement, summary of third-party reports, lease agreements, and most recent property appraisal. All Kay Properties Delaware Statutory Trust 1031 Exchange real estate investments must be accompanied by a unique Private Placement Memorandum (PPM) as part of its due diligence and … Read More
Consider These Potential DST 1031 Exit Strategy Options: Cash Out, 1031 Exchange or 721 Exchange
By Dwight Kay, Founder and CEO of Kay Properties and Investments One of the most important questions all real estate investors should ask themselves is, “What is my long-term strategy?” In the case of Delaware Statutory Trust (DST) investors, exit strategies come into play once the investment period has concluded, or gone “Full Cycle”. Full Cycle is a term used to describe DST property that has been sold on behalf of investors after a period … Read More
Kay Properties & Investments Team of 1031 Exchange Experts Lead Bisnow Webinar on “Why Investors Choose DST Properties”
Presentation covers the top three reasons investment owners are selling their rental properties and looking for alternative investment strategies like Delaware Statutory Trust 1031 Exchanges Recently, Kay Properties & Investments 1031 Exchange experts Chay Lapin, President, and Orrin Barrow and Matt McFarland, Vice Presidents, recently participated in a Bisnow webinar where they discussed some of the most common reasons investment property owners are selling their investment real estate, and why Delaware Statutory Trust 1031 Exchanges … Read More
Picking the Right Delaware Statutory Trust Company
Investors often must juggle multiple investment options, like where to invest and with whom. When it comes to evaluating a Delaware Statutory Trust or DST investment, real estate investors should look for a firm that specializes in DST investments to help ensure their 1031 Exchange is executed, with no detail being dropped. One of the most important reasons investors need to carefully research any Delaware Statutory Trust company is because 1031 Exchange investment decisions need … Read More
Can I 1031 Exchange Out of a DST?
Key Takeaways: Investors can 1031 exchange out of their DST Investments What does it mean to have a DST 1031 exchange go Full-Cycle? Investors must conform to all of the 1031 rules when a DST goes Full-Cycle What is the Kay Properties DST Secondary Market? Many investors that have participated in or are considering a DST 1031 exchange with Kay Properties will oftentimes ask us, Is it possible to 1031 exchange out of a Delaware … Read More
Why Real Estate Syndication Is Important for Delaware Statutory Trust 1031 Exchange Real Estate Investors
Key Takeaways: How does Delaware Statutory Trust Syndication benefit investors? Why Real Estate Syndication via a DST can potentially reduce risk for investors*? What is the Portfolio Optimization and Diversification Theory? How real estate syndication and DST investments can help investors access larger real estate assets? Delaware Statutory Trust 1031 exchanges have never been more popular, and one of the reasons behind this growth and investor appeal is the power and flexibility of real estate … Read More
DST Essential Podcast: Case Study
Join us for the DST Essentials with Kay Properties along with Matthew McFarland, Senior Vice President and Tommy Olsen, Vice President for a conference call discussing a particular DST investor case study. We will be discussing: Investor DST Education The Importance of Staying Debt-Free DST Investment Customization Diversification Amongst Asset Classes Transcriptions Tom Wall: Hi everyone. Thank you for patiently waiting. My name is Tom Wall, a senior associate here at Kay Properties, and thank you … Read More
Custom Kay Properties DST Offering Goes Full Cycle on Behalf of Investors
One of Kay Properties Custom DST offerings located in Greenville, SC has gone full-cycle delivering an annualized return of 12.60%* after providing uninterrupted monthly distributions throughout the COVID-19 Pandemic (Torrance, CA December 21, 2021) Kay Properties & Investments, a national DST investment firm, announced another one of its debt-free DST investments has gone full cycle to deliver successful returns on behalf of investors. According to Dwight Kay, CEO & Founder of Kay Properties & Investments, … Read More
Kay Properties is Pleased to Announce Another Successful Return for Investors in a Custom, Debt-Free DST That Goes Full Cycle
Kay Properties announced another DST offering exclusively through Kay has gone full cycle to post solid returns for investors as the Delaware Statutory Trust offering in Tacoma, WA has sold for $9.9 million Key Properties, the nation’s leading Delaware Statutory Trust 1031 advisory specialist firm,had successfully brought one of its custom debt-free DST investments full cycle on behalf of a group of accredited investors. “Full Cycle” is the name used to describe a Delaware Statutory … Read More
Six Ways to Ensure Your 1031 Exchange is Successfully Completed
Whether you are an investor or a real estate broker, selling investment or business real estate can be an expensive venture unless you are prepared to conduct a 1031 exchange. Section 1031 of the federal tax code dictates that no gain or loss shall be recognized upon the sale of a real estate property held for business or investment purposes, as long as the seller purchases a replacement property of equal or greater value. This … Read More
Kay Properties & Investments DST Essentials Podcast on the DST Full Cycle Process
Listen to Kay Properties along with Carmine Galimi, Senior Vice President and Brent Wilson, Vice President for a podcast discussing in-depth the Delaware Statutory Trust full cycle process. We will be discussing: Full Cycle: Overview of what the DST life cycle means for Investors Hold Periods: Rundown of the DST variables and nuances which affect the process of selling Leveraged vs. Debt-Free DSTs: Held time expectations for investors DST Investor Process Transcriptions Nick Snyder: Hi … Read More
Investing Across Market Cycles and Delaware Statutory Trust Investments
Key Takeaways: What are the Four Stages of a Real Estate Cycle? What are some Current Macro Real Estate Trends Impacting Investment Real Estate? Why Should Delaware Statutory Trust Investors Be Aware of Current Real Estate Trends? One of the common topics that frequently pops up in investment conversations these days involves questions about what stage of the “real estate cycle” is the market currently in, and how does the current real estate market cycle … Read More
Why the Delaware Statutory Trust Specialist Can be a Real Estate Broker’s Best Friend
Key Takeaways: Why should real estate brokers present a DST 1031 Expert to their clients? Why is a DST 1031 perfect for a multifamily investor who is ready to sell their asset? What is “mortgage boot” and why should it be avoided? What do DST 1031 experts bring to the table for both the seller and real estate broker? Today’s multifamily market is bustling with activity as the number of owners and investors from Maine … Read More
DST Properties for Investors
Many investors turn to DST properties due to the tax benefits and the hands-off nature of managing the investment. Compared to a traditional real estate investment, DSTs allow investors to collect a more “passive income” while simply providing the capital necessary for the investment. In this article, you’re going to learn about DST investments and how to identify the best DST properties to invest in. What is a DST? DST stands for Delaware Statutory Trust … Read More
What is a Delaware Statutory Trust and Why So Many Real Estate Investors Are Interested in Them?
By Matt McFarland, Vice President, and Thomas Wall, Associate, Kay Properties & Investments We recently attended an Apartment Owners tradeshow and were surprised to hear many experienced investment property owners ask us the same questions throughout the afternoon. That’s why we thought it might be a good idea to write about what exactly were the three most commonly asked questions we heard during that conference that relate to DST 1031 exchanges, including: What is a … Read More
What is a Delaware Statutory Trust | Are DSTs Good Investments
By Dwight Kay, Founder and CEO, Kay Properties & Investments Are you a 1031 exchange investor who is confused about what is a Delaware Statutory Trust, and how it can potentially help you. If so, then read on because this article will not only tell you what a Delaware Statutory Trust is, how they can be used in a 1031 Exchange, and what are the key issues to consider prior to understanding are DSTs good … Read More
Kay Properties & Investments Has One of the Most (if not the most) Robust 1031 Delaware Statutory Trust Educational Platform in the Nation
Kay Properties & Investments believes firmly in education. In fact, many have said that no one in the country does more to educate accredited investors, and anyone interested in DST Investments for their 1031 exchange than Kay Properties does. With a comprehensive platform of educational options, Kay Properties is considered by many nationwide to be the preeminent authority and expert in DST 1031 exchanges and investment strategies. Interested in learning more about DST 1031 exchanges? … Read More
Kay Properties & Investments Helps Accredited Investor 1031 Exchange Into 15 Different Delaware Statutory Trust Investments within 30 Days
High net-worth investor decides to relinquish a portion of his rental property portfolio in a succession of sales before entering multiple DST 1031 exchanges to help achieve diversification, non-active management, and potential monthly income (Torrance, CA) Kay Properties & Investments successfully helped a high-net-worth client complete 15 Delaware Statutory Trust (DST) investments following the sale of five multifamily properties within a short period of time. “This particular client leveraged the full potential of Kay Properties … Read More
As seen in Forbes: The Ins and Out of Qualified Opportunity Zones
By Betty Friant, CCIM, Senior Vice President, Kay Properties & Investments It’s a great feeling when you sell some stock, a piece of real estate or the business you’ve poured your life into for a nice profit that puts a small fortune into your bank account. But then comes the tax bill to take a little bit of the bloom off that rose. It’s downright painful to hand your hard-earned money over to the government … Read More
Executive Women in Business: Betty Friant
Recently, Betty Friant, CCIM and Senior Vice President with Kay Properties was interviewed by the Mid-Atlantic Real Estate Journal as one of its featured Executive Women in Business. Below is a summary of their interview with Betty. Name: Betty Friant Title: Senior Vice President Company/firm: Kay Properties & Investments Years with company/firm: 5 Years Years in field: 29 Years Real estate organizations / affiliations: CCIM, FINRA licenses Series 22 and 63. Tell us how and when you … Read More
As Seen on WealthManagement.com: How to Build a Post-Pandemic Real Estate Investment Portfolio
It’s a good time to assess real estate investment opportunities. By Dwight Kay, CEO & Founder, Kay Properties & Investments, LLC As we emerge, fortunately, from the pandemic, including the recent Delta variant surge, it’s a good time to assess real estate investment opportunities if you’re looking to reinvest proceeds in a 1031 exchange transaction or seeking to invest cash as part of a diversified* financial portfolio strategy. Here’s how you could build a post-pandemic … Read More
Select a DST 1031 Expert and Avoid the Four Stages of 1031 Exchange Grief
Key Takeaways: What are the four stages of 1031 grief? Why a DST 1031 expert can help investors avoid major stress with the sale of real estate. What are the most important things to look for when choosing a DST 1031 Advisory Firm? Participating in a 1031 exchange can be challenging for many investors, which is why finding an experienced and knowledgeable professional is critical for anyone thinking about participating in a 1031 exchange. For … Read More
Houston Corporate Headquarters DST Investment Opportunity for 1031 Exchange and All-Cash Investor
Houston Corporate 49 DST The Houston Corporate 49 DST is an All-Cash/Debt-Free investment opportunity for accredited investors who are interested in investing in the corporate headquarters of Blinds.com, a subsidiary of Home Depot. The Houston Corporate 49 investment seeks to provide investors a risk-adjusted, durable income stream, with a debt-free entry point and multiple exit strategies for risk mitigation. The 107,923 square-foot building is 100% occupied by Blinds.com, and is secured by a long-term lease … Read More
Five Reasons Why Kay Properties Likes Houston – The Fourth Largest City in America and with Room to Grow
While Houston may have many nicknames that reflect the city’s culture (H-Town), climate (Bayou City), and chronology (Space City), Houston could also be called a “boom city” as it is also home to one of the fastest growing tech centers in the nation and to one of the most appealing markets for real estate investors. Why? Well, Houston has everything: the people, the diversity, the business climate, and a world-recognized center for energy, medicine, space, … Read More
Houston Multifamily DST Investment Opportunity for 1031 Exchange and Direct Investors
The Houston MultiFamily 42 DST Investment One of the most popular neighborhoods within the Houston city limits is called Montrose. Montrose is a unique pocket of Houston culture: a colorful collection of eclectic hipness and creatively minded neighborhood that is littered with cool restaurants, cocktail bars, art galleries, vintage clothing stores, and quiet shade covered parks. It is also home to the Houston Multifamily 42 DST, one of the many Delaware Statutory Trust investments offered … Read More
Kay Properties President, Chay Lapin featured on Millionacres Podcast to explain Delaware Statutory Trust Investments
Taxes can loom large in our lives but one of the great things about investing in real estate in the first place is that there are structures that can help. One of them is DSTs, Delaware Statutory Trusts. If you’ve never heard of these or you or are curious to learn more this is the podcast for you. Deidre Woollard interviewed Chay Lapin of Kay Properties covering what investors need to know about DSTs and … Read More
What is a DST Sponsor Company?
What is a Delaware Statutory Trust Sponsor Company? By: Alex Madden, Vice President, Kay Properties and Investments, LLC Many 1031 exchange investors have never heard of a DST Sponsor, what they are, or what they do. It is important for investors considering DST properties to understand the role of a DST sponsor and what they do. After reading this article, a 1031 exchange investor should have a better understanding of what a DST sponsor company … Read More
Founder & CEO, Dwight Kay Featured on Forbes.com for Insight on Utilizing Delaware Statutory Trust (DST) Investments for Potential Passive Retirement Income
The founder & CEO of Kay Properties and Investments, Dwight Kay, was recently featured in an article on Forbes.com regarding the potential benefits and risks of DST 1031 investments. The media, 1031 exchange investors, CPAs, Attorneys, DST sponsor companies and other industry participants, often turn to Kay Properties for guidance regarding 1031 DST offerings, and Forbes.com is another example of this. Please enjoy the Forbes article here: Building A Passive Real Estate Portfolio For Retirement … Read More
Kay Properties Helps Place over $130M in Delaware Statutory Trust 1031 Exchange Investments For Family-Owned Real Estate Firm
Kay Properties is pleased to announce the completion of a three-phased 1031 exchange project resulting in an investment into over $130M of Delaware Statutory Trust (DST) properties. Over the course of multiple months, Kay Properties President, Chay Lapin, and Vice President, Steve Haskell, helped a family-owned real estate firm navigate three complex 1031 exchanges into a highly diversified* portfolio of DST properties. In the summer of 2020, the family-owned real estate firm began liquidating their … Read More
Kay Properties & Investments Helps Real Estate Investor with High Loan to Value (LTV) Successfully Complete $1.2 Million DST 1031 Exchange Just In Time to Avoid Significant Tax Consequence
After real estate investor was unable to find a suitable replacement property for a 1031 exchange, recommends DST 1031 specialists Kay Properties & Investments coordinate a successful DST 1031 exchange involving a “Zero Coupon” DST offering (Torrance, CA) Kay Properties & Investments recently announced the successful completion of a DST 1031 exchange that involved a crunched timeline and a large debt replacement challenge. With literally days left on his 45-day 1031 identification deadline, the real … Read More