As Seen on Kiplinger.com: 4 Ways to Invest in Real Estate for Monthly Income

Owning your own home can be a good investment for a number of reasons, but it’s not the same as owning income properties, which have the potential to produce cash income on a regular monthly basis. Consider the range of potential ways to invest in real estate for income. Please view Kiplinger article here. By Dwight Kay, CEO & Founder, … 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

Five Steps to Construct a Diverse Real Estate Investment Portfolio

Dwight Kay Founder of Kay Properties recently published in National Real Estate Investor Magazine. Here are some guidelines on maximizing returns and minimizing risks when building your commercial real estate portfolio. Please view the article on NREI here.  Millions of Americans invest in alternative assets, including real estate. It’s an important step to diversify a portfolio with investments that don’t necessarily … 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

Questions to Ask Your 1031 Exchange Qualified Intermediary

By: Steve Haskell, Vice President, Kay Properties and Investments, LLC When checking off the boxes for your 1031 exchange “to do” checklist, choosing a qualified intermediary should be on top of that list. The IRS requires exchangers to employ a qualified intermediary (aka “QI, “accommodator,” or “facilitator”) to receive the funds upon sale of the exchanger’s property. Section 1031 of … 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

Why 1031 Exchange Diversification Matters

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 … 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 … Read More