How Real Estate Agents and Brokers are Using Kay Properties 1031 Delaware Statutory Trust (DST) Properties To Get More Listings and Help Their Clients

By: Dwight Kay – Founder and CEO of Kay Properties and Investments, LLC and Orrin Barrow – Vice President of Kay Properties and Investments, LLC

Real estate agents and brokers in today’s market can utilize Kay Properties Delaware Statutory Trust (DST) properties in a number of ways. This article goes into detail as to how numerous agents and brokers have worked with Kay Properties over the years to help their clients involved in 1031 exchanges and all the while growing their business through new listing opportunities.

As a real estate agent/broker, many of your clients will not list their property due to the fear of not finding the right 1031 replacement property. They want to sell and relieve themselves of the burden of owning and operating real estate but they are afraid of the tax consequences of a failed 1031 exchange.

As a real estate agent/broker, you are able to help these clients by utilizing Kay Properties Delaware Statutory Trusts (DSTs) as a solution for your clients. This DST 1031 exchange strategy can potentially:

Increase Your Listing Potential

All agents and brokers have heard it before… “I don’t want to sell my property because the capital gains taxes would kill me”, “I would sell but I don’t know what to exchange into” and “Call me in a year or two and maybe I’ll sell then.” As a real estate agent/broker when you understand how Kay Properties DSTs can be a solution for your clients, your clients will see that you stand out from your competition with solutions for them. We have seen certain agents and brokers winning listings as a result of working with Kay Properties and allowing our Delaware Statutory Trust (DST) properties to be a resource for their clients.

Back- Up Identification Tool

As a real estate agent/broker, you want to be able to show your clients that you have a safety net for them in case they are unable to close on the desired exchange property. Again, having Kay Properties DSTs as a back-up ID is a safety net that not all agents/brokers have to offer their clients when going on listing presentations.

Ability to Cover an Exchange

Investors with large exchanges may find a property that works for their 1031 exchange but it does not meet the relinquished property required value. For example, the investor may need a property valued at $2,000,000 but the only property he/she liked was valued at $1,600,000. In this scenario, the client would be left with another $400,000 of equity that would typically be taxable as “boot”. With Kay Properties DSTs that investor would be able to place the extra $400,000 of equity into like kind DSTs saving him or her a large tax bill.

For more information on how Kay Properties can potentially help real estate agents and brokers get more listings and provide solutions to their clients please visit or call 1(855)466-5927.

Diversification does not guarantee returns and does not protect against loss. 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 be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum.

This material is not intended as tax or legal advice so please do speak with your attorney and CPA prior to considering an investment. This material contains information that has been obtained from sources believed to be reliable. However, Kay Properties and Investments, LLC, WealthForge Securities, LLC and their representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigations before considering any investment. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) and 1031 Exchange properties. These include, but are not limited to, tenant vacancies, declining market values, potential loss of entire investment principal.

Past performance is not a guarantee of future results: potential cash flow, potential returns, and potential appreciation are not guaranteed in any way and adverse tax consequences can take effect. Real estate is typically an illiquid investment. Please read carefully the Memorandum and/or investment prospectus in its entirety before making an investment decision. Please pay careful attention to the “Risk” section of the PPM/Prospectus. All photos are representative of the types of properties that Kay Properties has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted unless otherwise noted.

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Securities offered through registered representatives of WealthForge Securities, LLC, Member FINRA / SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.

DST 1031 properties are only available to accredited investors (generally described as having a net worth of over one million dollars exclusive of primary residence) and accredited entities only (generally described as an entity owned entirely by accredited individuals and/or an entity with gross assets of greater than five million dollars). If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney prior to considering an investment. You may be required to verify your status as an accredited investor.

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