Kay Properties Headlines Panel on Delaware Statutory Trusts and Why So Many Investors are Interested in Them

Kay Properties & Investments team of Delaware Statutory Trust 1031 Exchange experts Chay Lapin, President, Betty Friant CCIM Senior Vice President, and Jason Salmon, Senior Vice President and Managing Director of Real Estate Analytics assembled to discuss why more and more real estate investors are selling their investment properties and turning to DST 1031 Exchange investments. The presentation was part of “Wealth Management Real Estate’s Guide to Investing in CRE: Second Quarter Review” targeting high net-worth financial advisors, planners, and individual investors.

The expert panel specifically highlighted why Delaware Statutory Trusts are being used by investors who seek passive real estate investments that have the potential to deliver monthly distributions, and pr vide diversification across multiple asset classes including industrial, multifamily, self-storage, medical and retail properties. Plus, because DSTs are eligible for 1031 exchanges, more and more investors are reinvesting the proceeds of their relinquished investment real estate into one or more DST investments while deferring capital gains and other taxes. For more information on Delaware Statutory Trust 1031 Exchange investments, please visit kpi1031.com.

Chay Lapin, President According to Chay Lapin, President of Kay Properties & Investments, the real estate investment climate has changed dramatically over the past couple of years, prompting many owners of rental properties to evaluate their investment options. “Today’s rental property owners have never faced greater challenges. While the worst effects of COVID-19 may be over, the current real estate investment market presents significant challenges for income property owners. Regulations, rent control, eviction moratoriums, and the growing number of headaches associated with ‘tenants, toilets, and trash’, have culminated to force many investors to consider selling their investment properties,” said Kay.

Betty Friant, CCIM Senior Vice President Betty Friant, CCIM and Senior Vice President will join Lapin and offer her expert insights into how all-cash/debt-free 1031 Delaware Statutory Trusts can benefit not only real estate investors entering a 1031 Exchange, but also high-net-worth investors. “Unsettling events are happening both globally and domestically. These events don’t just impact the psyche, they also can also have significant financial consequences for real estate investors. As a financial advisor and expert commercial real estate investment professional, one thing I encourage my clients to consider is all-cash/debt-free Delaware Statutory Trust (DST) assets when entering a 1031 Exchange in order to reduce risk,” said Friant.

Jason Salmon, Senior Vice President Managing Director of Real Estate Analytics With more than 20 years of commercial real estate and financial advisory experience, Kay Properties’ Jason Salmon will present an expert perspective on tax-advantaged exit strategies and estate planning solutions revolving around 1031 exchanges. “There are two very specific issues that DST investments help investors solve when they are evaluating the possibility of selling their rental real estate. The first is, what about the taxes associated with selling investment real estate. In many cases, this can eat away as much as 50% of their proceeds. The second issue is finding replacement properties for a 1031 Exchange can be extremely challenging. Delaware Statutory Trusts can be the perfect solution to both issues,” said Salmon.

The Kay Properties panel of Delware Statutory Trust 1031 Exchange Experts specifically outlined:

  • How has COVID-19 drastically changed the landscape for investment property owners?
  • What are some specific examples of recent regulations that have impacted investment owners?
  • Learn why many real estate investors are deciding to exit their real estate investments and moving into alternative investment strategies that offer passive management, the potential for monthly income, and the opportunity to invest in institutional caliber real estate assets.
  • What investment options and opportunities do rental property owners have in today's market?
  • Hear insights from three 1031 experts on how the rental investment market has changed over the past few years, and how to keep up with this changing sector.

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 DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor companies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a DST secondary market.  Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over $30 Billion of DST 1031 investments.

This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing.  IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation.  There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed.

Nothing contained on this website constitutes tax, legal, insurance or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. Securities offered through FNEX Capital, member FINRASIPC.