1031 Exchange Replacement Property Overview – Delaware Statutory Trust (DST) Properties – Kay Properties – 7.31.17

Summary:

Now On Demand.

Delaware Statutory Trust (DST) properties are considered “like kind” replacement property pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. Investors are able to 1031 exchange into multiple DST properties in an effort to lower the potential risks of real estate investing. Typical minimum investments are $100k and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties and all-cash/debt-free properties.

The course will go over frequently asked questions regarding DST 1031 replacement properties. We will cover using leverage with DST properties as well as all-cash/debt-free DST properties for 1031 exchanges. Attendees will also be able to see various DST 1031 property case studies and example properties. Join us as we discuss:

  • Overview of the 1031 exchange rules and process
  • How DST properties are structured
  • Potential benefits and potential risks of DST 1031 properties
  • Types of DST properties available in today’s market
  • Due diligence in selecting DST properties and what DST properties to avoid at all costs


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:

Dwight Kay
CEO and Founder
Kay Properties and Investments, LLC

Dwight Kay is the Founder and CEO of Kay Properties and Investments, LLC. Kay Properties is a national Delaware Statutory Trust (DST) investment firm with offices in LA, NY and DC. Kay Properties team members collectively have over 94 years of real estate experience, are licensed in all 50 states, and have participated in over $7 Billion of DST real estate. Kay Properties clients have the ability to participate in private, exclusively available, off-market DST properties as well as those presented to the wider DST marketplace, with the exception of those that fail our due-diligence process.

Dwight is a published author with multiple published white papers and articles on 1031 exchanges, Delaware Statutory Trust (DST) properties and real estate securities. He has been interviewed on local and nationally syndicated radio stations on the matters of 1031 exchanges and replacement properties. He also is the author of the published book “Delaware Statutory Trust (DST) Properties: An Introduction to DST Properties for 1031 Exchange Investors.”

Dwight began his career in commercial real estate working for a national commercial real estate brokerage firm focusing on multifamily and commercial real estate. Mr. Kay received his Bachelors in Business Administration from Point Loma Nazarene University in San Diego, California, and successfully obtained his Series 7, 22, and 63 securities licenses as well as a real estate broker’s license.

Overview:

Title: 1031 Exchange Replacement Property Overview – Delaware Statutory Trust (DST) Properties
Date: Monday, July 31, 2017
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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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. Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. 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.
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. This material is not intended as tax or legal advice.
There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) properties and real estate securities. These include tenant vacancies, potential loss of investment principal, that past performance is not a guarantee of future results, that potential cash flow, potential returns and potential appreciation are not guaranteed in any way and that real estate is typically an illiquid investment. 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.
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