Hear from the Delaware Statutory Trust Experts
On Demand Webinars
Listen to Delaware Statutory Trust experts from Kay Properties as they discuss the ins and outs of Delaware Statutory Trust real estate topics. Each webinar will help investors understand the Delaware Statutory Trust investment vehicle and gain valuable insights from a team that has more than 200 years of experience in the DST 1031 exchange real estate investment arena.
Due Diligence 101 on 721 Exchange UPREIT DST Investments
In recent years, non-traded and perpetual life REITs (REITs that don't have a predetermined termination date, allowing them to operate and reinvest capital continuously without a forced dissolution) have emerged as attractive vehicles for real estate investors, especially within the 721 UPREIT DST structure. While these vehicles offer several potental benefits, investors must scrutinize several key financial metrics to avoid hidden pitfalls.
Kay Properties & Investments reviews scores of new DST and 721 UPREIT offerings and DST sponsor companies each year. We take our due diligence process very seriously, ensuring that each potential offering is strictly vetted before it is allowed to be posted on our www.kpi1031.com marketplace. Our goal is to provide our clients with thoroughly reviewed investment opportunities, allowing them to make informed decisions when considering Delaware Statutory Trusts (DSTs) and 721 UPREIT investments. As we are considering a DST or 721 UPREIT offering and/or a sponsor firm, there are certain items our due diligence team focuses on.
How Investors Can Use Delaware Statutory Trust Properties to Replace Debt in a 1031
Navigating the nuances of 1031 exchanges can be confusing for real estate investors, especially when it comes to understanding the concept of debt replacement. Many Investors use the Delaware Statutory Trust as a 1031 Exchange Solution because they help investors:- Eliminate the day-to-day headaches of property management (i.e. No more Tenants, Toilets, and Trash.)
- Create the potential for greater portfolio diversification by geography and property types.*
- Establishes long-term non-recourse financing locked and in place to satisfy value replacement requirements of a 1031 exchange.
- Provides investors the ability to close on a DST 1031 exchange property within 3-5 business days.
Kay Properties 1031 Exchange & DST Investment Webinar
All DST properties shown are regulation D Rule 506(c) offerings and are subject to availability. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expects the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please check with a qualified CPA or attorney to determine if you are accredited. There is no guarantee the offerings shown will be available for purchase. Do not consider this material to be tax or legal advice. Please consult your CPA or attorney prior to investing. All real estate and DST properties contain risk. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns and does not protect against loss. Securities offered through FNEX Capital LLC member FINRA, SIPCKay Properties DST Investment Strategies The Anchor and The Buoy Strategy
For real estate investors considering Delaware Statutory Trust (DST) investments—whether for a 1031 exchange or as a direct cash investment, it is important to define your investment strategy. For example, are you looking for an investment where you have the ability to potentially generate greater monthly net operating income, or are you more interested in a steady income stream over a long period of time. These two investment strategies are often called the “Anchor and Buoy” investment theory.
DSTs are uniquely suited to help investors potentially achieve the benefits of both strategies, potentially offering the stability of an anchor with the growth opportunities of a buoy.
This video describes how investors can navigate both investment strategies.
Kay Properties DST Investment Strategies The 721 Exchange UPREIT Exit Strategy
The term “UPREIT” is short for Umbrella Partnership Real Estate Investment Trust, which is an operating partnership subsidiary of a REIT that holds and operates real property. Section 721 of the Internal Revenue Code allows owners of real estate property to contribute, on a tax deferred basis, their physical property to a partnership, in exchange for interests in the partnership ( a 721 Transaction). This structure allows holders of real estate to exchange real property for economic interest in the REIT in the form of operating partnership units by contributing that property to the partnership in a 721 Transaction. The operating partnership units have economic rights that are identical to the rights of the shares of the REIT, and after a designated holding period can be, if the investor chooses to, converted into shares of the REIT (in a taxable transaction) for liquidity purposes. Investors seeking to defer capital gains taxes while increasing diversification in real estate should consider using a 721 Exchange to realize the several potential benefits that are explained in this informative podcast episode hosted by Dwight Kay, Founder and CEO of Kay Properties & Investments.
A Closer Look at Essential Net Lease 81 and San Antonio Multifamily 74 DSTs
Chay Lapin, President of Kay Properties & Investments describes two new debt-free Delaware Statutory Trusts offerings that include the Essential Net Lease 81 DST and the San Antonio Multifamily 74 DST.Net Lease 81 DST
• Debt-Free, Zero Leverage DST offering for 1031 Exchange and Direct Cash investment.
• Diversified portfolio of Three Properties Covering Multiple Asset Classes, Tenant Companies, and Geographic Regions.*
• Corporate Backed Net Leases • Strong Essential Tenant Lineup including Frito Lay Distribution Center, Tractor Supply Co., and Sunbelt Rentals
San Antonio Multifamily 74 DST
• 102 Unit Multifamily Asset in Thriving San Antonio, TX
• 93.1% Occupied
• Strong Value Add Play for Investor Equity Growth Potential
• All-Cash/Debt-Free Offering - No Risk of Lender Foreclosure.
Listen as Chay Lapin discusses in detail some of the nuances and opportunities revolving around these two DST offerings.
Debt-Free DST Investing During Commercial Real Estate Debt Crises
Explore the depths of strategic investment during the commercial real estate debt crisis with Kay Properties' illuminating 1031 Exchange DST Investment Conference Call. In this dynamic session, seasoned experts dissect the profound impact of maturing loans and escalating interest rates on investment profitability. Learn how to fortify your portfolio with defensive measures, emphasizing principal preservation. Discover the allure of debt-free DST investing, capitalizing on unique opportunities emerging amidst market challenges. Dive into the realm of Delaware Statutory Trusts (DSTs), where diversification becomes the linchpin for navigating uncertainties and accessing high-quality assets.Are DST 1031 Exchanges Right for You? Breaking Down the Pros and Cons!
Welcome to another insightful episode in our CEO's Insights series! Today, we unravel the pros and cons of DST 1031 Exchanges that every investor should know. Are DSTs the right choice for you? Let's find out!
Join our CEO as they share unfiltered truths about diversification opportunities, the passive nature of these investments, and the efficiency of pre-packaged properties. As we explore the advantages, the CEO also opens up about potential drawbacks, including the lack of control, risks associated with debt and leverage, and the absence of guarantees in monthly cash flow or appreciation.
Weekly Podcast: The Power of NNN Properties in DSTs | Kay Properties & Investments Explains
Looking for a better understanding of NNN properties? You've come to the right place! Here we take an in-depth look at the many recurring themes and nuances of the Delaware Statutory Trust (DST) investment process. Welcome to DST 1031 Essentials with Kay Properties! Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.Current Market Conditions & The History of The Delaware Statutory Trust | DST Essentials Podcast
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances of the Delaware Statutory Trust (DST) investment process. Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.Kay Properties' Guide to NNN Lease Risks and Effective Solutions | Kay Properties and Investments
Discover the future of real estate investment with Kay Properties & Investments LLC. Specializing in Delaware Statutory Trust (DST) investments, our marketplace links accredited investors to premium DST offerings from over 25 sponsor companies.Delaware Statutory Trusts: The Basics and Frequently Asked Questions
Key Takeaways from this webinar include:✔️ How does the Delaware Statutory Trust Differ from a Tenant in Common (TIC) Investment?
✔️ Are Delaware Statutory Trusts Eligible for 1031 Exchanges?
✔️ How are the proceeds from Delaware Statutory Trusts calculated?
✔️ What are the typical hold periods for Delaware Statutory Trust properties?
✔️ How Delaware Statutory Trust properties eliminate the headaches associated with property management —No More Tenants, Toilets, And Trash!
✔️ How Delaware Statutory Trust properties from the Kay Properties platform https://www.kpi1031.com/
help to create Diversification through Sponsor Diversification, Asset Class Diversification, Market Diversification, and Financing Diversification*
*Diversification does not guarantee profits or protect against losses.
Delaware Statutory Trust: Example DST Investments for 1031 Exchange
Key Takeaways from this webinar include:✔️ Learn more about what is believed to be the first-ever debt-free DST offering ever.
✔️ What is an example of a net lease Delaware Statutory Trust property?
✔️ What is a lender cash flow sweep, and how can debt-free real estate offerings avoid this?
✔️ How to replace debt with DST properties for a 1031 exchange?
Delaware Statutory Trust Current DST Properties for 1031 Exchange
Key Takeaways from this webinar include:✔️ Learn more about a Net Lease Pharmacy in Miami Beach, FL
✔️ What is a Debt-Free Delaware Statutory Trust offering?
✔️ The Importance of an Essential Business in a Real Estate Portfolio.
✔️ Learn more about a Pharmacy Net Lease DST in Encinitas, CA
Delaware Statutory Trust 1031 Exchange Replacement Property Overview
Key Takeaways from this webinar include:✔️What are the rules surrounding a 1031 Exchange and how Delaware Statutory Trusts can help.
✔️ DST 1031 Strategies - Non-Recourse Loans for debt replacement, All-Cash/Debt-Free DST properties, Potential Liquidity Options, and gaining access to high-quality real estate assets for 1031 exchanges.
✔️The potential for achieving portfolio diversification*.
*Diversification does not guarantee profits or protect against losses.
Delaware Statutory Trust: Asset Class Rejection
Specifically, they will be discussing:✔️What exactly is an asset class?
✔️The importance of asset class rejection.
✔️The inherent risks of senior care Delaware Statutory Trusts.
✔️The potential risks associated with student housing.
Delaware Statutory Trust: The History Behind the 1031 Exchange Eligible Investment Tool
In this episode, Jason and Matt will be discussing the following:✔️How the 1031 exchange laws were formed out of Revenue Ruling 2004-86?
✔️What exactly is the Delaware Statutory Trust structure?
✔️What is meant by "Passive Ownership"?
✔️How Delaware Statutory Trusts can help with estate planning?
✔️DSTs vs. TICs . . . What's the Difference?
Delaware Statutory Trust: How to Create a Custom Real Estate Investment Portfolio
Specifically, the two will be discussing:✔️A deep dive into a Delaware Statutory Trust investment situation
✔️How Kay Properties Robust Investor DST Education process helps investors
✔️The importance of staying Debt-Free in today's economy can potentially help mitigate risk
✔️How Kay Properties can customize a DST Investment solution to fit an investor's long-term goals
✔️How Delaware Statutory Trusts can potentially create greater diversification amongst asset classes
1031 Exchange: Building a Potentially Crisis-Resistant Delaware Statutory Trust Portfolio
Specifically, Betty and Matt will be discussing:✔️ The Importance of Diversification
✔️ Asset Class Rejection
✔️ Various Real Estate Access Points
✔️ The Significance of Avoiding Leverage if Possible
Delaware Statutory Trust: What Does it Mean to Take Your DST investment "Full-Cycle"
Specifically, this podcast will cover in detail the following topics:✔️ Full Cycle: Overview of what the DST life cycle means for Investors
✔️ Hold Periods: Rundown of the DST variables and nuances which affect the process of selling
✔️ Leveraged vs. Debt-Free DSTs: Held time expectations for investors
✔️ DST Investor Process
Delaware Statutory Trust: What are Some "Liquidity and Exit Strategies" for DST Investors?
Specifically, this podcast will cover in detail the following topics:✔️ What are the various DST exit strategies available to investors
✔️ What is a DST secondary market and how does it fit into the Delaware Statutory Trust investment equation?
✔️ What are the typical hold periods for Delaware Statutory Trust investments?
✔️ How can Delaware Statutory Trust investments fit into estate planning for 1031
Kay Properties 1031 Exchange & DST Investment Webinar
We will be discussing:✔️ The DST 1031 Marketplace "Who is Who and What is What"
✔️ The Kay Properties DST 1031 Platform - Accessing over 25 different major DST Sponsor Companies and between 20-40 DST Offerings using www.kpi1031.com
✔️ DST 1031 Strategies - Non-Recourse Loans for debt replacement, All-Cash/Debt-Free DST properties, Potential Liquidity Options and Diversification*
✔️ True Diversification Using the Kay Properties DST platform - Sponsor Diversification, Asset Class Diversification, Market Diversification and Financing Diversification*
*Diversification does not guarantee profits or protect against losses.
