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

Seven DST 1031 Exchange Terms Every Real Estate Investor Should Know

By Betty Friant, Senior Vice President, Kay Properties & Investments 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 … Read More

Consider These Potential DST 1031 Exit Strategy Options: Cash Out, 1031 Exchange or 721 Exchange

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 of time. A good example of a Kay Properties DST investment … Read More

Picking the Right Delaware Statutory Trust Company

By: The Kay Properties Team 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 … 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

Six Ways to Ensure Your 1031 Exchange is Successfully Completed

By Steve Haskell, Vice President, Kay Properties 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 … Read More

DST 1031 Property Due Diligence

By Dwight Kay, Founder and CEO, Kay Properties & Investments Key Takeaways: Why is Due Diligence important for Delaware Statutory Trust 1031 Exchanges? What are the seven steps of due diligence Kay Properties performs? Why rejecting exotic and high-risk property categories should be the first step of any due diligence process? At Kay Properties and Investments, we’re different than others—not just different in that our DST 1031 volume was $610 million in 2021, our Kay … Read More

Investing Across Market Cycles and Delaware Statutory Trust Investments 

By Jason Salmon, Senior Vice President, Kay Properties & 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 … Read More