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 Delaware Statutory Trust exchange investments were completed by Kay Properties and Investments team members Jason Salmon, Senior Vice President, and Matt McFarland, Vice President. 

Jason Salmon, Senior Vice President, stated, “These investors approached Kay Properties with a limited understanding of the DST structure, and it was our privilege to educate them on the various aspects that make the DSTs so unique.  At the time, the clients were considering a number of different options in addition to DSTs, however, they eventually decided that DSTs best suited to accomplish what they were looking for in their 1031 exchange.  It was our pleasure to work with them through the selection process in which we interviewed many different DST sponsor companies and dug into the various components of each DST investment opportunity.”

Salmon continued, “Through dozens of hours of research, interviews, and conversations, the clients were able to successfully identify and close on their DST investments to efficiently complete their 1031 exchange.”

Matt McFarland, Vice President at Kay Properties, stated, “These investors were able to trade out of a few properties and into 10 different DST investments.  Cumulatively, these 10 DST investments amounted to $13.68M worth of DST real estate value, spanned over 15 states, and totaled interest in 35 different properties.  We were grateful to help another family take advantage of the 1031 exchange and diversify into high-quality real estate investments.  Although diversification does not protect against any loss or guarantee profit, it is a tenant that many DST investors utilize as they defensively prepare for the future.”

*Diversification does not guarantee profits or protect against losses.

About Kay Properties and www.kpi1031.com

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments.

Diversification does not guarantee profits or protect against losses. All real estate investments provide no guarantees for cash flow, distributions or appreciation as well as could result in a full loss of invested principal. Please read the entire Private Placement Memorandum (PPM) prior to making an investment. This case study may not be representative of the outcome of past or future offerings. Please speak with your attorney and CPA before considering an investment.

There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential distributions, potential returns and potential appreciation are not guaranteed. For an investor to qualify for any type of investment, there are both financial requirements and suitability requirements that must match specific objectives, goals, and risk tolerances. Securities offered through FNEX Capital, member FINRASIPC.