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

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

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

As seen in Forbes: The Ins and Out of Qualified Opportunity Zones

Betty Friant Featured in Forbes

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

As Seen on WealthManagement.com: How to Build a Post-Pandemic Real Estate Investment Portfolio

Post Pandemic Real Estate

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

Avoid 1031 Exchange Grief

Matthew McFarland, Vice President, Kay Properties & Investments  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 … Read More