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