Kay Properties Helps Place over $130M in Delaware Statutory Trust 1031 Exchange Investments For Family-Owned Real Estate Firm

Kay Properties is pleased to announce the completion of a three-phased 1031 exchange project resulting in an investment into over $130M of Delaware Statutory Trust (DST) properties.  Over the course of multiple months, Kay Properties President, Chay Lapin, and Vice President, Steve Haskell, helped a family-owned real estate firm navigate three complex 1031 exchanges into a highly diversified* portfolio of DST properties.  In the summer of 2020, the family-owned real estate firm began liquidating their … Read More

Kay Properties and Investments Successfully Completes a $13.68M Exchange on Behalf of Midwest Family

Kay Properties announces the completion of a 1031 DST exchange for a family that has owned and operated various businesses and real estate for many years.  The group was excited to move away from active, hands-on management into a more passive, diversified* investment vehicle while taking advantage of the tax deferral offered through the 1031 exchange.  They utilized the Kay Properties 1031 DST marketplace at www.kpi1031.com to invest in 10 different DST investments.   The … Read More

Using 1031 Exchange Delaware Statutory Trust Properties to Give Back – How a Kay Properties Client Gave Back

Please view press release here. Real Estate investors come in all types and many want to invest in a way that aligns with their values. Alex Madden, Vice President with Kay Properties and Investments explained: “When one of our Clients reached out and explained she wanted to invest in 1031 exchange Real Estate which offered a potential ‘Social Good’ Kay Properties and Investments leapt at the opportunity to help. We helped evaluate properties that provided … Read More

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 group of properties. The legal and financial particulars of executing a 1031 exchange can be … 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 risks and to decide if the risk is worth the potential return. Certain asset classes … Read More

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

A triple net lease apartment buildling

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 are often 10-15 years in length with multiple renewal options. For this reason, many potential investors look for single tenant NNN properties for sale with the goal of securing a steady cash flow. However, just like any investment, there are risks involved in triple net properties (NNN), which we examine below:

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 objetivos del cliente obtenidos en la consulta inicial. Empezaremos a recomendar algunas inversiones. Lo cual … 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 some initial recommendations for investments. Which will be a starting point to change as needed. … 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 incentives to investors¹. What is a Qualified Opportunity Zone Fund (QOF)? A QOF is a … Read More