The Tax Advantages of Zero Coupon DSTs

By Betty Friant, Senior Vice President, Matt McFarland, Vice President and the Kay Properties Team Investing in a Zero Coupon DST, frankly, sounds a little crazy. Why would anyone want to buy into a DST with no cash flow? The simple answer is for the tax advantages. How does a Zero Coupon DST work? In a Zero Coupon DST, all … Read More

How To Create a Diversified DST Portfolio

By Jason Salmon, Senior Vice President and the Kay Properties & Investments Team  Diversification is one of the basic building blocks to any investment portfolio strategy. It’s the simple concept of not wanting to put all of your eggs in one basket. Diversification across asset types helps to avoid concentration risk – and potentially a basket full of broken eggs. Diversification … Read More

Generational Assets: Leveraging DSTs to Transfer Wealth

By Jason Salmon, Senior Vice President and the Kay Properties Team at Kay Properties & Investments, LLC  Real estate has long been a popular asset used to build generational family wealth. One of the key tax advantages to passing real estate property to heirs is that those recipients benefit from a step-up in basis. That step-up is much like hitting … Read More

Understanding the potential advantages of the 200% Rule in a 1031 exchange

By Dwight Kay, Founder & CEO; Betty Friant, Senior Vice President and The Kay Properties Team “Is that your final answer?” You may recognize the question made famous by the popular TV game show Who Wants to Be a Millionaire? Choosing the right answer in this game gives you a shot at winning big money, while the wrong answer leaves … Read More

Good to Have a 1031 Exchange Backup When You Need One: Kay Properties Helps DST Investors Avoid a Potentially Significant Tax Consequence

By: Alex Madden, Vice President, Kay Properties and Investments, LLC Kay Properties and Investments is pleased to announce a completed exchange for an investor who did not originally intend to invest into Delaware Statutory Trust (DST) properties. Vice President Alex Madden explained: “After discussing the client’s background in real estate investing, he expressed his first choice was to continue with … Read More

Three 1031 Exchange Alternatives

By: Jason Salmon, Senior Vice President; Managing Director of Real Estate Analytics, Kay Properties and Investments, LLC 1031 Exchange Alternative #1 — Utilizing a 1031 exchange into DST 1031 properties: Delaware Statutory Trust (DST) real estate has been a great way for investors to participate in passive, professionally managed real estate for their 1031 exchanges since the IRS enacted Revenue … Read More

July 15th 1031 Exchange Deadline Approaching! How Fast Can I Close on DSTs?

By: Orrin Barrow, Vice President – Kay Properties and Investments, LLC Many investors were granted an extension on their 1031 exchanges so that they would not have to identify their replacement property until July 15th, 2020. However, we are quickly approaching this deadline for investors to properly identify and select their replacement property. Given the very unsure nature of the … Read More

What is a DST 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 what a DST sponsor is and how they work.  After reading this article, a 1031 exchange investor should have a better understanding … Read More