The Story Behind Kay Properties & Investments DST Platform

Dwight Kay built Kay Properties and Investments with the vision of reducing concentration risk for his clients by providing investors a broad menu of DST opportunities available for their 1031 exchanges and cash investments. He wanted to ensure that his clients were not putting their hard-earned nest eggs in one single basket. Instead Dwight sought to avoid concentration risk by providing investors with the options of spreading their equity over many properties, geographic locations, tenants, DST sponsor companies, and DST offerings. Kay Properties & Investments now provides access to our clients over 25 different DST sponsors in the industry. These companies include Passco, Related Companies, Griffin Capital, Cove Capital, JLL, Capital Square, REVA, ExchangeRight, BlueRock, Cantor Fitzgerald, Nexpoint, Go Store It, Madison Capital, and many others.

The diversification* is critical to mitigating risk. However, it was not enough. Many of Dwight’s clients owned their properties they sold debt free. If they wanted to invest in DSTs, they were often left with no other option but to take on debt due to lack of available debt free options. Many of these clients remember with pride the day they cut that last check to the bank…they were finally debt free! However, many who wanted to invest in DSTs were then forced to take on unnecessary debt as the vast majority of DSTs have mortgages attached to them. Dwight decided to do something about that.

Dwight began building relationships with DST sponsors in the industry that were willing to develop debt free DST solutions for his clients. He advised the sponsors on what type of properties are most appropriate for his clients and how to structure the investment to best suit the requirements for his clientele. Over the years, they refined the process. Now Kay Properties offers a variety of debt free opportunities that are exclusively available to their clients that are dedicated to staying debt free.

Debt free DSTs are not for everyone. Some investors can take advantage of tax efficiencies and other potential benefits when assuming a mortgage. Other investors have no other option but to invest in DSTs with a loan due to IRS 1031 regulations of purchasing equal or greater value. However, experienced investors know that unnecessary debt can also be one of the greatest risks to a real estate investment. Kay Properties & Investments strives to provide their clients with as many suitable options as possible, and desires to equip them with the knowledge to select the best 1031 and real estate investment solution for the client and their families.

*Diversification does not guarantee profits or protect against losses.

About Kay Properties and

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The 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.

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