1031 Exchange Strategies and DST Investments

Details

When:                         Tuesday, July 15, 2025, from 11:00 A.M. – 12:00 P.M. (Noon)

How to Attend:           Logged In Users Can Register Using the “Register Now” Button.

This is another “must-view” webinar for anyone contemplating selling an income property under a tax-free 1031 exchange transaction. During this webinar, we will provide straightforward and informative strategies and insights into the types of 1031 exchange transactions and replacement properties, including Delaware Statutory Trust (DST) optional investment strategies that are available for your 1031 exchange.

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 mistakenly believe that they must replace the exact amount of debt from their relinquished property to qualify for the tax deferral benefits of a 1031 exchange. However, the IRS regulations primarily focus on the value replacement, not necessarily the debt itself. This is where Delaware Statutory Trusts (DSTs) can provide investors a compelling solution.

A Delaware Statutory Trust or “DST” is a legal entity sanctioned by the Internal Revenue Service that allows you to hold title in real estate - DSTs are considered “like-kind” property that allows you to defer capital gains taxes in a Section 1031 Exchange. DSTs provide a streamlined, efficient alternative that can simplify the process of meeting the exchange requirements while also potentially removing the burden of having to qualify for financing.

Kay Properties & Investments is considered one of the nation’s top experts on 1031 exchange and DST investment strategies. This webinar will explain specific strategies investors can explore when looking to replace debt in their 1031 exchanges, including some practical benefits and ease of use that DSTs can bring to the table.

During this webinar, we will cover:

• What are the 1031 Exchange Requirements for Replacing Debt?
• How can real estate investors avoid a “Boot” in a 1031 Exchange transaction?
• The value of Pre-Arranged Debt in Delaware Statutory Trusts.
• Types of Leverage (Loan-to-Value) in DST Properties.
• What are Some Specific Hypothetical Examples of Debt-Replacement Strategies?
• How to get access to 20-40 DST properties from more than 25 sponsor firms at www.kayaagla.com.
• Learn more about what is believed to be the first-ever debt-free DST offering ever.
• Obtain an example of a net lease Delaware Statutory Trust property
• Learn about what is a lender cash flow sweep, and how can debt-free real estate offerings avoid these cash flow sweeps
• Discover how to replace debt with DST properties for a 1031 exchange
• Your Q&A will help to lead the discussion.

Investors are also attracted to other potential DST benefits including: 

• Ability to Step Away from the Three Ts of Active Management: Tenants, Toilets and Trash!
• Access to Net Leased Properties Secured with Long-term Leases
• Create the Potential for Portfolio Diversification* by Geography and Property Types
• No More Worrying About Complicated Regulations, Hiring Lawyers, and Insurance Claims

Invest hassle and worry free…Now may be the best time to consider investing in a DST.  When considering a DST investment today, there are several macroeconomic trends that should be considered and which can be beneficial to your investment, including: (1) low Inventory - down 22% in 2022, (2) rising real estate asset prices - up 20% since 2021, and (3) accelerated growth of Baby Boomers who are retiring.

Kay Properties and Investments, LLC has the solutions and answers you need right now!  Kay Properties and Investments is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington, D.C.  Kay Properties and Investments offers their clients 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 their extensive due-diligence process.  Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $30 Billion of DST real estate. 

 This is a basic to intermediate level discussion on the types of investments that are available to YOU, including making investments in all types of rental properties, both commercial and residential.  Come armed with all your Individual Retirement Account and 1031 Exchange related questions. Get the edge you deserve when it comes to understanding the power of wealth building tax-deferral and tax-exclusion strategies.

Important Disclaimer: The information and materials provided during this presentation is for general information purposes only. Absolutely no legal or tax advice is being given during this presentation. Keep in mind that every situation is unique, and the laws, rules and regulations are subject to change at any time. So, before acting, be sure to obtain tax and/or legal advice from your licensed professional.

Presenter: 

Orrin Barrow, Vice President, Kay Properties and Investments LLC

Orrin Barrow is Senior Vice President for Kay Properties & Investments and is located in the firm’s Torrance office where he assists accredited investors with their 1031 Exchanges and direct-cash investments. Since joining Kay Properties, he has been instrumental in helping the firm participate in more than $30 Billion of 1031 investments totaling approximately 50 million square feet of multifamily, manufactured housing, single tenant net lease, industrial, self-storage and medical properties nationwide. Prior to joining Kay Properties, Barrow worked for a 1031 exchange DST sponsor firm as well as for a publicly traded bank providing financing opportunities for companies that span a wide array of industries. Mr. Barrow began in the industry working for a 1031 exchange sponsor company as well as working for a publicly traded bank providing financing opportunities for companies that span a wide array of industries. He holds a California real estate license and is a graduate of the University of Southern California. He holds a B.S. in Public Policy, Planning and Development from the Sol Price School of Public Policy. You can each Mr. Barrow at (424) 262-0813 or by email at orrin@kpi1031.com.

Moderator: 

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA).  As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies.  Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf.  Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation By: 

Kay Properties and Investments LLC

Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington, D.C. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $21 Billion of DST real estate.  Their 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.  For more information, go to www.KayAAGLA.com.