What are the Best Properties for a 1031 Exchange?

By Dwight Kay and The Kay Properties Team You are about to sell your property, and your CPA tells you that there is a large tax consequence lurking around the corner. In order to avoid paying capital gains and depreciation recapture tax, you consider a 1031 exchange whereby your taxes are deferred from the sale into a new property 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 … Read More

The Risks in Purchasing A Triple Net Lease Property and a Potential Solution

By Dwight Kay and the Kay Properties Team 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 … 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 … Read More

The Kay Properties Process

1031 Exchange DST Planning and Guidance Introductory Consultation  The introductory call will begin a dialogue for us to understand your situation – your preference, needs, and requirements for your upcoming 1031 exchange. Develop Preliminary Recommendations Using the client goals and objectives from our initial consultation, we will begin to transform your words into a strategic 1031 plan. We will provide … Read More

Qualified Opportunity Zone Funds – A Tax Efficient Investment Vehicle for Those Selling Appreciated Assets

By Steve Haskell, Vice President – Kay Properties and Investments, LLC What is a Qualified Opportunity Zone (QOZ)? A QOZs as described under the 2017 Tax Cuts and Jobs Act is a social program with the intent of redeveloping impoverished districts throughout the country by driving private capital to over 8,700 underserved communities and 35M Americans throughout by offering tax … Read More

Questions to Ask When Investing in DSTs

By Steve Haskell, Vice President, Kay Properties and Investments Investors often approach Kay Properties and Investments to expand their investment research into Delaware Statutory Trusts (DSTs) after speaking with a friend, registered rep, or advisor about the opportunity. Unfortunately, we continue to discover that whoever is advising the client has been providing incorrect or incomplete information. DSTs are sophisticated investment … Read More

Do you own investment real estate? Have you recently assessed its value and considered selling the property? If so, we have important news for you….

By Dwight Kay and the Kay Properties Team A 1031 exchange is considered by many to be the most effective tax deferral tool available. Under IRS code section 1031, investment real estate owners are able to defer the capital gain tax on the sale of appreciated investment property if they reinvest in “like-kind” property. Real estate held for business or … Read More