Kay Properties Founder & CEO Explains How 1031 Exchange Investors Can Use the 721 Exchange as a Powerful Real Estate Investment Strategy


Tuesday, June 4, 2024
11:00 AM - 12:00 PM (PDT)
Live via Zoom!
* Registration open until 6/4/24 at 11:00 AM (PST)
* Registration open until 6/4/24 at 11:00 AM (PST)
477 Seats Remaining
477 Seats Remaining
Category: AAGLA Member Webinars

Kay Properties Founder and CEO Explains How 1031 Exchange Investors Can Use the 721 Exchange as a Powerful Real Estate Investment Strategy

If you are a Delaware Statutory Trust (DST) investor, then chances are you've asked yourself, "What are my exit strategy options once my DST is sold in a full-cycle liquidity event?" One of the lesser-known strategies for investors is called the "721 Exchange."

Kay Properties' Founder and Chief Executive Officer, Dwight Kay, 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 that states... "that no gain or loss will be recognized when property is contributed to a partnership in exchange for an interest in the partnership."

Join us and hear CEO Dwight Kay 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. A Delaware Statutory Trust 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.

During this webinar, we will cover:

  • What is the two-step 721 Exchange Process? Is this the right move for you?
  • 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?
  • And, much more! Q&A to follow.

For some investors, a diversified portfolio is often equated with the stock market. However, more and more investors are turning to real estate as an alternative investment strategy to avoid Wall Street's volatility while also achieving passive income potential, appreciation, and diversification. If you are planning to consider a 1031 Exchange transaction, often choosing a Delaware Statutory Trust or DST is the way to go as these real property investments can often provide solid and hassle-free returns and in some cases, rescue your tax-free 1031 Exchange while at the same time defer hundreds of thousands of dollars in capital gains taxes.

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:

Dwight Kay, Founder and CEO, Kay Properties and Investments LLC
Dwight Kay is the Founder and CEO of Kay Properties and Investments and the www.kpi1031.com marketplace, where over 2,270 investors nationwide have invested in more than 9,100 1031 DST, 721 exchanges, and real estate investments. Today, Kay Properties & Investments is one of the nation's leading 1031 Exchange real estate investment firms specializing in Delaware Statutory Trusts (DSTs).

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 and has served in senior financial roles principally as Chief Financial Officer for various companies, including Premiere Radio Networks and Oasis West Realty.

A Featured Presentation By:

Kay Properties and Investments LLC
Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20–40 DSTs from over 25 different sponsor companies. Kay Properties team members collectively have over 340 years of real estate experience, have participated in over $39 Billion of DST 1031 investments, and have helped over 2,270 investors purchase more than 9,100 DST investments nationwide.

* Registration open until 6/4/24 at 11:00 AM (PST)
* Registration open until 6/4/24 at 11:00 AM (PST)
477 Seats Remaining
477 Seats Remaining

For More Information:

Diana Alcaraz

Diana Alcaraz

Notary Public

Manager, Events & Education, Apartment Association of Greater Los Angeles

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(213)384-4131x301