How DST's Can Help Investors Include Both Anchor and Buoy Investment Assets

1031 Exchange: How Delaware Statutory Trusts Can Help Investors Include Both Anchor and Buoy Investment Assets in their Portfolios

• When: Thursday, February 29, 2024 | 11:00 A.M. – 12:00 P.M. (Noon)

How to Attend: Exclusively for AAGLA Members – Please Login to Register

Delaware Statutory Trust (DST) investments give real estate investors the ability to diversify portfolios with both long-term stable assets and higher-growth potential properties. Join Steve Haskell, Senior Vice President of Kay Properties, as he explores his “Anchor and Buoy” investment strategy—designed to blend asset classes with different risk-return profiles for greater portfolio strength.

What We’ll Cover:

• What is an Anchor vs. Buoy investment?
• How DSTs provide access to both types of property in a single portfolio
• The importance of asset diversification and risk reduction
• Step-by-step guidance on 1031 Exchange using DSTs
• Key asset classes available for DST investors
• Understanding leverage vs. all-cash DST options
• Red flags and DST sponsors to avoid

DSTs are IRS-approved investment vehicles that qualify as “like-kind” for 1031 Exchanges. They offer real estate investors the opportunity to earn passive income, defer capital gains tax, and achieve broad diversification across asset classes such as multifamily, self-storage, medical offices, and more—all without active management responsibilities.

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:

Steve Haskell, Senior Vice President, Kay Properties and Investments LLC
Steve is an expert in DST investments and leads Kay Properties’ San Diego office. A former Air Force officer, he’s helped place hundreds of millions in equity into DSTs. Steve holds degrees from American Military University and Point Loma Nazarene University and is known for his real-world experience helping clients optimize their 1031 Exchanges. Contact: steve@kpi1031.com

Moderator:

Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel is a CPA and seasoned executive who has served in leadership roles at Oasis West Realty and Premiere Radio Networks. He also served as a Planning Commissioner in the City of Beverly Hills.

A Featured Presentation By:

Kay Properties and Investments LLC
Kay Properties is a national DST firm with over $21 billion in DST experience. They offer exclusive, off-market opportunities and serve clients in all 50 states. For more info, visit www.KayAAGLA.com.

Webinar Registration Ticket Price:

Member Ticket: $0.00
REGISTRATION ENDS: February 29, 2024