How 1031 Exchange Investors Can Use the 721 Exchange as a Powerful Real Estate Investment Strategy

How 1031 Exchange Investors Can Use the 721 Exchange as a Powerful Real Estate Investment Strategy

Presented by Kay Properties and Investments LLC

Details

When:                         Thursday, November 20, 2025, from 11:00 A.M. – 12:00 P.M. (Noon)

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

A 721 UPREIT (Umbrella Partnership Real Estate Investment Trust) exchange offers a range of benefits beyond just tax deferral, making it an attractive alternative to a 1031 exchange – especially for Delaware Statutory Trust investors. Kay Properties’ President, Chay Lapin, considered one of the nation’s experts on 1031 exchange and DST investment strategies, will explain the potential opportunities that exist for investors within Section 721 of the Internal Revenue Code.

Join us and hear Mr. Lapin describe exactly how the two-step 721 Exchange Process works, and how investors can potentially achieve tax advantages, diversification, income potential, appreciation potential, liquidity potential, and estate planning potential using the 721 Exchange. 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 value replacement, not necessarily the debt itself. This is where Delaware Statutory Trusts (DSTs) can provide investors with 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 is the Two-Step 721 Exchange Process? And, what are the Specific Steps to Convert Interests in a DST into a 721 Vehicle in the Form of Operating Partnership Units?
• What Are the Tax Advantages of the 721 Exchange?
• How Can a 721 Exchange Contribute to Both Income and Appreciation Potential?
• How can a 721 Exchange Improve Liquidity Potential for DST Investors?
• Your Q&A will help to lead the discussion.

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.

WARNING:  THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY. ABSOLUTELY NO LEGAL OR TAX ADVICE IS BEING GIVEN DURING THIS WEBINAR.  BEAR 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 A LICENSED PROFESSIONAL.

Presenter: 

Chay Lapin, President, Kay Properties and Investments LLC

Kay Properties & Investments’ President, Chay Lapin has played a critical part of the firm’s success in achieving year-over-year gains in equity placements while also guiding the real estate investment firm’s strategic direction as one of the most successful real estate investment firms specializing in Delaware Statutory Trusts. To date, Chay has helped the firm complete 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.

As an executive of Kay Properties, Chay is considered by many to be one of the most experienced real estate investment professionals specializing in Delaware Statutory Trusts in the nation. On a daily basis, Chay provides insight to clients nationwide concerning multifamily and commercial real estate, DST, TIC, and fractional NNN Properties. Chay has also helped establish Kay Properties as one of the nation’s leading real estate investment firms offering debt-free real estate offerings for accredited investors, while personally sponsoring more than two million square feet of DST properties in the multifamily, net lease, industrial and office sectors as well as invested in and operated multiple net lease assets and residential properties throughout the United States. Chay is regularly featured in industry publications including BizNow, The Commercial Observer, Yahoo Finance, among others.

A graduate of the University of California at Los Angeles, Chay was a four-time Academic All-American water polo athlete and recipient of the prestigious UCLA Athletic Department Most Courageous and Character Award. Chay was a top-ranked United States performer and represented the USA in the 2012 London Olympic Games on the U.S. Men’s National Water Polo Team.

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 helps investors choose 1031 exchange investments that help them focus on what they truly love in life, whether that be their children, grandkids, travel, hobbies, or other endeavors (NO MORE 3 T’s - Tenants, Toilets and Trash!).  We have helped 1031 exchange investors for nearly two decades exchange into over 9,000 - 1031 exchange investments.  Please visit www.kpi1031.com for access to our team’s experience, educational library and our full 1031 exchange investment menu.

 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.

Potential cash flow, potential returns and potential appreciation are not guaranteed. There is 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 holding periods. There is a risk of loss of the entire principal investment. Past performance is not a guarantee of future results. By receiving this correspondence, you are opting for communications on behalf of Kay Properties and Investments, or its affiliated companies. If you have received this communication in error, please immediately notify the sender and permanently delete all copies that you may have. Please read our form CRS. Securities offered through FNEX Capital, LLC, member FINRA/SIPC.