Successful 1031 Exchange Transactions Using DSTs

The combination of aging demographics, stock market volatility, and a desire to find an investment strategy that delivers passive income are all contributing to the growing popularity of Delaware Statutory Trusts (DSTs) among accredited investors. In addition, 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

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. 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. 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.

Finally, DSTs help you to diversify your portfolio by facilitating investment in multiple properties instead of just one. Diversification is a big part of reducing risk in any investment portfolio, but when it comes to real estate, constructing a diverse portfolio is not only the best way to reduce risk, it is also easier to accomplish than other investment vehicles. During this webinar, we will cover:

• How to avoid capital gains taxes using a 1031 Exchange transaction.
• What key 1031 Exchange terms every real estate investor should know and understand.
• What YOU need to know about a Qualified Intermediary and how they can help investors save money. Every 1031 Exchange transaction must have a Qualified Intermediary involved.
• What is the definition of beneficial interest and how does it relate to Delaware Statutory Trust investments (DSTs)?
• What are YOUR options for exchange properties? With DSTs, you never sweat the 45-day 1031 Exchange window.
• How YOU can avoid making mistakes – what not to do. And, of course, much, much more! Q&A to Follow

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 $15 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.

The discussion will be moderated by Daniel Yukelson, AAGLA's Executive Director. Please log in to register. If you have any questions regarding this event, please contact Events Manager Diana Alcaraz via email at diana@aagla.org. For faster service, please have your membership number ready. We look forward to seeing you. Stay diligent and be healthy!

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.

Panelist(s):

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 reach Mr. Barrow at (424) 262-0813 or by email at orrin@kpi1031.com.

Moderator:

Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
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 throughout his career, he has served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies, including more recently for 15-years as Chief Financial Officer of Premiere Radio Networks, the largest U.S. radio network and now subsidiary of iHeart Media, and for nearly 4-years as Chief Financial Officer of Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved in the construction and opening of the Waldorf Astoria. He served as a planning commissioner, serving one year as Chairperson, and as a Public Works Commissioner in the City of Beverly Hills.

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.

Webinar Registration Ticket Price: Member Ticket $0.00
EXPIRES MARCH 15, 2023