By: Orrin Barrow, Vice President, Kay Properties and Investments, LLC The Delaware statutory trust was invented so investors would have the ability to utilize their 1031 exchange proceeds to diversify* across different 1031 DST sponsor companies, asset classes, submarkets and investment strategies. We here at Kay Properties and Investments have access to a diversified DST 1031 marketplace platform (kpi1031.com) to be able to build well diversified DST portfolios for our clients who are currently in … Read More
Kay Properties and Investments Helps Clients Complete a $4.4M 1031 Exchange
Kay Properties is proud to announce the successful completion of a 1031 exchange, in which DSTs were used in conjunction with non-DST real estate. The clients, two brothers who own and operate farmland in the Midwest, combined the purchase of farm properties with DST real estate to “replace” the necessary real estate value in their exchange to be able to take advantage of a full tax deferral. They utilized the Kay Properties 1031 DST marketplace … Read More
The Other DST – Deferred Sales Trust: What You Should Know
By: Matt McFarland, Associate at Kay Properties & Investments, LLC Many times, when researching the Delaware Statutory Trust structure as a potential 1031 exchange option, investors will come across another DST—the Deferred Sales Trust. It can all be very confusing. The Delaware Statutory Trust is an accepted part of the Internal Revenue Code under Revenue Ruling 2004-86 and has provided investors the ability to defer their taxes upon sale of an appreciated piece of investment … Read More
Zero Cash Flow Properties for DST Offerings: Why They May be Important for your 1031 Exchange Transaction
By Orrin Barrow, Senior Vice President, Kay Properties and Investments, LLC Wondering how zero cash flow properties can work for you? If you are a highly leveraged investor with a 1031 exchange transaction, a zero cash flow investment may be your next best strategy. This strategy is favored by investors with a 1031 exchange transaction in which they have a loan between 65-90% of the value of the building they have recently sold. As you … Read More
Using the 1031 Exchange to Move from 250 Doors to Delaware Statutory Trusts with Kay Properties and Investments
Please view press release on Marketwatch here. Kay Properties and Investments works with many different kinds of Real Estate Investors, and they all have given substantial time and effort to building up their Real Estate portfolios. One great example of this was a recent Client who was looking to stop managing and start retiring. Alex Madden, Vice President with Kay Properties and Investments explained “Our Client had spent most of his life building up a … Read More
Looking for DST Properties for Sale? Why A Comprehensive 1031 DST Marketplace is Imperative for 1031 Exchange Investors
By: Orrin Barrow, Vice President, Kay Properties and Investments, LLC Many investors that are looking for DST properties for sale for their 1031 exchanges find the comprehensive Kay Properties marketplace platform at www.kpi1031.com very helpful. The Kay marketplace typically features 20 to 40 DST offerings and 25+ DST sponsor companies for investors to choose from. Along with the www.kpi1031.com platform providing access to the marketplace of DST 1031 properties for sale it also features custom DSTs only … Read More
Longtime Delaware Statutory Trust Investors Choose Kay Properties Over Others for Their 1031 Exchange
Please view Yahoo Finance press release here. Many Clients like to work with Kay Properties for the access to the 1031 DST Marketplace available at www.kpi1031.com, others like it because of the depth of real estate and DST 1031 industry knowledge Kay Properties is able to bring to the table, while still others value the extensive due diligence provided by the Kay Properties team of analysts – these Clients saw that immediately. Alex Madden, Vice … Read More
5 Tips to Build a COVID-Proof Real Estate Investment Portfolio
By: Kay Properties and Investments, LLC So, you’ve decided to invest in income-producing real estate as a way to diversify* your investment portfolio so all your assets are not correlated to the stock market’s performance. Now how do you plan a real estate portfolio to build wealth and withstand a crisis? We’ve learned a great deal from analyzing the market through crises including 9/11, 2008-2009, and the current COVID-19 pandemic. There are no guarantees and … Read More
Kay Properties Team Announces the Successful Completion of a $6,650,000 DST 1031 Exchange on Behalf of Client
Please view press release on Yahoo Finance here. Kay Properties today announced the completion of a 1031 exchange for a family who has owned and operated commercial investment properties for many years. The family has built considerable wealth over decades of owning and operating a portfolio of their own commercial properties and got to a point where they no longer wished to actively manage their real estate. The properties have experienced considerable capital appreciation, creating … Read More
Kay Properties and Investments Successfully Completes a $2,100,000 DST 1031 Exchange
View Morningstar press release here. Kay Properties and Investments is pleased to announce the completion of another DST 1031 Exchange for $2,100,000. Alex Madden, Vice President with Kay Properties and Investments, explained: “Our Clients were very interested in taking on as little additional debt as possible in their exchange. Their focus on debt-free properties was well suited to the Kay Properties approach of keeping debt low, and being diversified* whenever possible.” Senior Vice President, Chay … Read More
Kay Properties and Investments Announces the Completion of a $2.25 Million DST 1031 Exchange on Behalf of a Repeat Client
View press release on Business Insider here. Kay Properties announces the completion of another 1031 exchange for a repeat client that sold farmland. This client had worked with Jason Salmon and Kay Properties several years ago for a similar 1031 DST transaction after selling their business as well as the real estate associated with it. This investor was comfortable with the previous results and was able to diversify* into multiple DSTs once again for their … Read More
“THIS ISN’T WHAT I SIGNED UP FOR!” NNN Landlord’s Dilemma in COVID’s Uncharted Territory
By Betty Friant, CCIM – Senior Vice President, Kay Properties and Investments QUESTION: There are some really big companies announcing that they won’t pay rents. What is going on? Even some of the biggest companies in the United States are asking for or “requiring” rent reductions during the Covid 19 pandemic. Well known companies like Starbucks, The Gap, Cheesecake Factory, Chipotle, Shake Shack, and Ruth’s Chris Steakhouse are among the large tenants who are looking … Read More
Kay Properties Online Real Estate Marketplace Platform
By Dwight Kay, CEO and Founder, Kay Properties and Investments, LLC and Chay Lapin, Senior Vice President, Kay Properties and Investments, LLC At Kay Properties we have created an online real estate platform and marketplace at www.kpi1031.com that provides investors the opportunity to explore various 1031 exchange investment opportunities across the entire country and across multiple real estate asset classes. More importantly, we have created an extensive real estate and 1031 exchange educational platform. Over … Read More
How COVID-19 Has Affected Retail Real Estate
By: The Kay Properties Team Certain segments of the retail sector have been particularly hit hard by the lockdown orders instituted because of covid-19, for example clothing and home goods. Other retailers, like grocers and drug stores have outperformed, having been determined essential and where able to remain open. And although more States are now reopening their economies to “non-essential” businesses, some areas of retail will still nevertheless not recover fully and may see a … Read More
New York Times with Alex Madden
Kay Properties was featured in an article in the New York Times on 1031 exchanges. Our very own Alex Madden, Vice President with Kay Properties and former Army Ranger, was interviewed for the story. Please view our story on New York Times here.
Kay Properties and Investments Helps a Family Complete a $16,650,000 Delaware Statutory Trust 1031 Exchange
View press release on Morningstar here. LOS ANGELES, June 09, 2020 (GLOBE NEWSWIRE) — Kay Properties and Investments today announced the completion of a 1031 DST exchange for a family of real estate investors into DST 1031 properties. The 1031 exchange clients utilized the Kay Properties 1031 DST marketplace at www.kpi1031.com for a number of months to educate themselves on how the DST would potentially fit within their portfolio. The Delaware Statutory Trust 1031 exchange … Read More
Kay Properties and Investments Helps Client Invest $10.42 Million in 1031 Exchange Solution
Please view our press release on Morningstar here. LOS ANGELES, May 27, 2020 (GLOBE NEWSWIRE) — Kay Properties and Investments today announced the completion of another 1031 DST exchange on behalf of an investor located in Southern California. He is an active real estate owner and operator and has owned California real estate for decades. Kay Properties team members have had many discussions with the client over the years helping to educate and familiarize him with 1031 … Read More
So Your 1031 Exchange Deadline Has Been Extended? Why Waiting Until the July Deadline Could Be a Bad Idea
Please view our story on National Real Estate Investor here. With so many exchanges facing the same deadline, there is very real potential for unintended consequences. As a result of the COVID-19 pandemic the IRS issued Notice 2020-23, which provided a multitude of tax extensions, including 1031 like-kind exchange deadlines for some investors. While the extensions were provided for good reason, there may be unintended consequences if eligible investors all wait to pull the trigger on … Read More
The Virus Economy: It Now May Be a Good Time to Diversify Real Estate Holdings
By Chay Lapin, Senior Vice President – Kay Properties and Investments The entire country is experiencing a national lockdown and businesses have been stopped in their tracks. This has caused many commercial and residential tenants to struggle with the ability to pay rent resulting in a very unknown and difficult time for landlords. According to the U.S. Department of Labor, over 20,500,000 people are unemployed as of May 8,2020. Also, many publications have noted that … Read More
Kay Properties and Investments Completes a $64,000,000 1031 Exchange into DST Investments
View press release on Benzinga here. Kay Properties and Investments today announced that the Kay team was able to successfully help a group of sophisticated owners that were exiting a large portfolio of hotel properties complete their 1031 exchange into a diversified* portfolio of DST investments. Dwight Kay, Founder & CEO of Kay Properties, stated, “The principals of this specific investment group had invested with us many years ago on a smaller 1031 exchange into … Read More
In a 1031 Exchange? Why Waiting until after COVID-19 to Complete Your Exchange Could Potentially be a Bad Idea
As a result of the COVID-19 pandemic the IRS issued Notice 2020-23 which provided a multitude of tax extensions including the extension of the 1031 exchange deadlines. The typical investor in a 1031 exchange will have 45 days from the sale date to identify a replacement property, and 180 days to complete the purchase of that same property. With the IRS’ notice the 45-day, and 180-day deadline has been extended until July 15th 2020 for … Read More
Sponsor Stories Podcast Number 1 – DST 1031 Exchange Podcast
Welcome to Sponsor Stories with Kay Properties – An In Depth Look at the over 25 DST Sponsor Companies that investors have access to on the kpi1031.com marketplace. Betty Friant, Senior Vice President – Kay Properties and Investments: Before we get into that portion of the question, answer portion of our call with our Sponsor Stories series, I’m going to follow up with a little bit of an overview on our Kay properties. Some of … Read More
Kay Properties and Investments Successfully Completes $3.32 Million DST 1031 Exchange for Client Who Formerly Owned and Operated a Winery
View Morningstar Press Release Here. LOS ANGELES, May 07, 2020 (GLOBE NEWSWIRE) — Kay Properties and Investments announces the completion of another 1031 DST exchange for a couple who sold a winery they owned and operated for almost 20 years. Though they enjoyed the many years and experiences that came with operating a winery, the couple was ready for the opportunity to exchange into a more passive, diversified* investment vehicle. They utilized the Kay Properties … Read More
A 1031 Exchange Five Years in the Making: Kay Properties’ Clients Complete Multi-Million-Dollar 1031 Exchange
View press release on Yahoo Finance here LOS ANGELES, May 06, 2020 (GLOBE NEWSWIRE) — Kay Properties and Investments is honored to announce the completion of a 1031 exchange five years in the making. When the clients reached out to Kay Properties and Investments (www.kpi1031.com) looking for replacement properties after the sale of their 2,000+ acre ranch, they were trying to determine their options. Kay Properties Vice President Alex Madden stated, “After looking around the … Read More
Kay Properties and Investments Helps Facilitate a $10.19 Million-Dollar Delaware Statutory Trust – DST 1031 Exchange on Behalf of Clients
View press release on Yahoo Finance here LOS ANGELES, April 30, 2020 (GLOBE NEWSWIRE) — Kay Properties and Investments today announced the completion of another 1031 DST exchange on behalf of a husband and wife out of Northern California. The couple had acted as multifamily owners and operators for over a decade. They utilized the Kay Properties 1031 DST marketplace at www.kpi1031.com for a number of years to educate themselves on how the DST would potentially fit … Read More
Buyer Beware: Are Oil and Gas Investments a Good Idea
By: Matt McFarland, Associate at Kay Properties & Investments With any and every investment comes risk. Investors everywhere are continually trying to balance the risks of an investment against the potential rewards. As a national leader in DST 1031 Exchange and real estate investments, Kay Properties is constantly presented various investment opportunities to offer our clients. We do not and will not participate in an oil and gas investment, as the inherent risks greatly outweigh … Read More
Kay Properties Completes $32.4 Million DST 1031 Exchange on Behalf of Clients
View press release on Yahoo Finance here LOS ANGELES, April 14, 2020 /PRNewswire/ — A husband and wife who have built their net worth using multifamily properties have accessed the Kay Properties 1031 DST marketplace at www.kpi1031.com to complete a tax deferred 1031 exchange into multiple DST 1031 properties. The Delaware Statutory Trust 1031 exchange investments were completed by Kay Properties and Investments team members Chay Lapin, Senior Vice President, and Steve Haskell, Vice President. Dwight Kay, the founder and CEO … Read More
Cash Investments in DSTs – An Alternative to Investing in the Stock Market
By: The Kay Properties Team Delaware Statutory Trusts are potentially a great investment vehicle for those accredited investors doing a 1031 exchange, but what some investors don’t realize, is that you can also invest in DSTs on a cash basis. Why invest cash in a DST? DSTs offer many benefits to those doing a 1031 exchange, for example, the ability to defer their capital gains from the sale of their investment real estate as well … Read More
Being Defensive Pays Off: Kay Properties’ Clients Avoid Potential Hospitality & Senior Care Crash and Burn – Why Avoiding Hospitality and Senior Care is the Kay Properties Way
By Alex Madden, Vice President at Kay Properties and Investments For many years Kay Properties has taken the position that we will not offer three asset classes to Investors because they carry too high of risk to investors equity: Hospitality, Senior Care, and Oil & Gas. While other groups have gleefully entered into some of these sectors searching for higher potential returns, Kay Properties has maintained the position that they are much too volatile, and … Read More
Founder, Dwight Kay Featured on Forbes.com For Insight on the 1031 Exchange and DST Investment Industries
The founder 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: A Better Way To Co-Invest In Real Estate: DSTs And … Read More
Dwight Kay Featured in National Real Estate Investor
The founder of Kay Properties and Investments, Dwight Kay, was recently featured in an article in National Real Estate Investor (NREI) which is a national publication on all things commercial and investment real estate. Kay Properties is recognized by many to be a thought leader on 1031 exchanges and Delaware Statutory Trust (DST) investments and is frequently featured in various magazines and newspapers nationwide. Please enjoy the article here: https://www.nreionline.com/investment/downside-crowdfunding-every-real-estate-investor-should-know
Kay Properties and Investments, a National Delaware Statutory Trust (DST) Investment Firm, Announced Today the Completion of a $14 Million DST 1031 Exchange
View press release here. LOS ANGELES, March 16, 2020 /PRNewswire/ — The client was a west coast owner of commercial property and was seeking to do a 1031 exchange into DST properties. The client decided to utilize the Kay Properties 1031 DST marketplace at www.kpi1031.com to reinvest his 1031 exchange proceeds due to the specialization and breadth of knowledge that the Kay Properties team provided. The client’s 1031 exchange into DST properties was handled by Kay … Read More
Acronyms to Know in the Investment World
By Betty Friant, Senior Vice President at Kay Properties & Investments and The Kay Properties Team Becoming a serious investor involves a significant learning curve. There are many acronyms used in the investment world that you will need to know and understand to find success as an investor. Here are some common acronyms to file away in your long-term memory. DST Delaware Statutory Trust or DST is an entity used to hold title to investment … Read More
Why Real Estate is a Powerful Estate Planning Tool
By Matthew McFarland, Associate at Kay Properties & Investments and The Kay Properties Team Real Estate has been and remains one of the most powerful estate planning tools. There are numerous reasons real estate is positioned to be one of the most tax-efficient investment tools that exist— here are just a few: 1) Step-up in Basis: To many investors and tax professionals, this is where the majority of the tax efficiency comes. A “step-up in … Read More
4 Reasons Estate Attorneys Utilize DSTs for Legacy Planning
By: The Kay Properties Team Advisors at Kay Properties & Investments have worked closely with Estate Attorney’s to assist with their client’s legacy planning. The Delaware Statutory Trust can offer many potential benefits to investors. Below are four reasons estate attorneys incorporate DSTs in their client’s estate planning. Everyone’s situation is unique. All investors should speak with their tax/legal advisor when conducting their own estate planning. 1. Potential tax benefits. According to the Internal Revenue Code … Read More
What You Need to Know About 1031 Exchanges
By Matthew McFarland, Associate, Kay Properties & Investments If you’re a serious investor, you need to know about the IRS Code Section 1031—this section of the IRS code is commonly referred to as “the 1031 Exchange.” The 1031 Exchange allows investors to defer taxes through the exchange of investment property for investment property, or “like for like.” Recently enacted tax legislation stipulates that the 1031 Exchange can only be utilized if a property is purchased … Read More
The Story Behind Kay Properties & Investments DST Platform
Dwight Kay built Kay Properties and Investments with the vision of reducing concentration risk for his clients by providing investors a broad menu of DST opportunities available for their 1031 exchanges and cash investments. He wanted to ensure that his clients were not putting their hard-earned nest eggs in one single basket. Instead Dwight sought to avoid concentration risk by providing investors with the options of spreading their equity over many properties, geographic locations, tenants, … Read More
What Properties Can be Used In a 1031 Exchange?
By: The Kay Properties Team If you are interested in selling your real estate, the phrase “1031 Exchange” has certainly come up once or twice in your research, as an outright sale can trigger large tax consequences. The capital gains and depreciation recapture taxes can be a serious dent in the return you expected to earn from the sale of your real estate. A 1031 exchange is a process by which an investor can defer … Read More
Kay Properties, Which Operates a 1031 Exchange Property Marketplace, Hit $230 Million in Like-Kind Exchange Equity Investments from Accredited Investors in 2019
LOS ANGELES (January 31, 2020) — Kay Properties, which operates an online 1031 exchange property marketplace, raised and placed $230 million in like-kind exchange equity investments from accredited investors in 2019, the company said today. The $230 million raised from hundreds of accredited investors was invested in millions of square feet of commercial and multifamily properties across the U.S. The total consideration value of the properties at the time of funding was in excess of … Read More
12 Reasons We like Fresenius as a Tenant for a DST 1031 Property
1. One of the World’s Largest: Fresenius is one of the world’s largest dialysis providers. 2. Investment Grade Credit Rating: Fresenius holds an investment grade credit rating by S&P, Moodys and Fitch 3. Publicly Traded Company: Fresenius is a publicly traded company – NYSE: FMS 4. Market Capitalization: Fresenius has a $20+ Billion dollar market capitalization 5. 342,000 Patients: Fresenius serves over 342,000 patients worldwide 6. 150 Countries: Fresenius offers dialysis services and products in … Read More
1031 Exchange Guidelines and Deadlines
The Delaware Statutory Trust was created to allow property owners or investors to sell a residential or commercial property and defer the capital gains tax that is present from the sale after the transaction is completed. The Delaware Statutory trust 1031 exchange provides investors with the opportunity to obtain a property that is already professionally managed while working with Kay Properties. This makes it possible to earn income off of the property without asset or … Read More
Proceed with Caution – Hotel 1031 DST Offerings
By Dwight Kay and The Kay Properties & Investments Team Investing into real estate always comes with risk. Vacancies, downward pressure on rents due to new developments coming online, the economy, loans maturing, and wider market forces often impacts how an asset performs over time. Integral to the investment’s potential success is the ability for the investor to weigh the risks and to decide if the risk is worth the potential return. Certain asset classes … Read More
Five Interesting Facts about Delaware Statutory Trust Investments
By Alex Madden, Vice President with Kay Properties and Investments There is a lot to read and learn about DST or Delaware Statutory Trust investments and 1031 exchanges. First let’s begin with the basics. What is a DST 1031 Property? A DST is an entity with which investors can hold title to investment real estate. A structured DST property qualifies as like kind exchange property for a 1031 exchange. But there are many more facts … Read More
The Risks in Purchasing a Triple Net Lease Property and a Potential Solution
Purchasing a Triple Net Lease Property (NNN) provides many benefits to investors. They’re usually single tenant retail, medical or industrial properties where the tenant is responsible for the majority of if not all of the expenses including insurance and maintenance costs. They also provide a potentially steady cash flow to the investor as leases are often 10-15 years in length with multiple renewal options. For this reason, many potential investors look for single tenant NNN properties for sale with the goal of securing a steady cash flow. However, just like any investment, there are risks involved in triple net properties (NNN), which we examine below:
Five Things To Remember When Deciding To Do A 1031 Exchange
The Delaware Statutory Trust was created to allow property owners or investors to sell a residential or commercial property and defer the capital gains tax that is present from the sale after the transaction is completed. The Delaware Statutory trust 1031 exchange provides investors with the opportunity to obtain a property that is already professionally managed while working with Kay Properties. This makes it possible to earn income off of the property without asset or … Read More
Kay Properties Process in Spanish
EL PROCESO DE KAY PROPERTIES Planificación y dirección en cambio de DST 1031 Consulta de presentación La llamada de presentación iniciará un diálogo para que nosotros comprendamos su situación: sus preferencias, necesidades y requerimientos para su próximo cambio de 1031. Desarrollo de recomendaciones preliminares Empezaremos a transformar sus palabras en un plan estratégico 1031 teniendo en cuenta las metas y objetivos del cliente obtenidos en la consulta inicial. Empezaremos a recomendar algunas inversiones. Lo cual … Read More