Specific Strategies on How Investors Can Use Delaware Statutory Trust Properties to Replace Debt in a 1031 Exchange

Specific Strategies on How Investors Can Use Delaware Statutory Trust Properties to Replace Debt in a 1031 Exchange
Presented by Kay Properties and Investments LLC

• When: Tuesday, October 22, 2024, from 11:00 A.M. – 12:00 P.M. (Noon)
• How to Attend: Exclusively for AAGLA Members. Please login to register.

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' President, Chay Lapin, considered one of the nation's experts on 1031 exchange and DST investment strategies, 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?
• 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. These real property investments can often provide solid and hassle-free returns, and in some cases, rescue your tax-free 1031 Exchange while deferring hundreds of thousands of dollars in capital gains taxes.

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
Chay Lapin is the President of Kay Properties & Investments. With an extensive knowledge of Delaware Statutory Trusts, he continues to guide the firm's success, helping complete over $30 billion in investments. Mr. Lapin's insights are often featured in top industry publications, including Yahoo Finance, The Commercial Observer, and BizNow. He was a top-ranked U.S. water polo athlete and represented the USA in the 2012 London Olympic Games as part of 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 a Certified Public Accountant, Yukelson began his career at Ernst & Young and has served in senior financial roles for various public, private, and start-up companies. He was CFO for Premiere Radio Networks and Oasis West Realty, and also served for 6 years as a Planning Commissioner and 3 years as a Public Works Commissioner for the City of Beverly Hills.

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 a 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.

For more information, visit www.KPI1031.com or call (855) 852-5515.

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 ("Memorandum"). Please read the entire Memorandum, paying special attention to the risk section prior to investing.

IRC Sections 1031, 1033, and 721 are complex tax codes. Consult your tax or legal professional. Potential cash flow, returns, and appreciation are not guaranteed. Risks include illiquidity, vacancies, general market conditions, competition, interest rate risks, and long hold periods. Past performance is not a guarantee of future results.

Securities offered through FNEX Capital, LLC, member FINRA / SIPC.

Webinar Registration Ticket Price: Member Ticket $0.00
EXPIRES: October 22, 2024

Presentation By:

Kay Property