The DST Advantage: How a DST Can Simplify a 1031 Exchange

The DST Advantage: How a Delaware Statutory Trust (DST) Can Simplify a 1031 Exchange
If you’ve been thinking about a 1031 Exchange to avoid a large tax bill, are within the 45-Day Window for identifying a replacement property and not sure what to buy, or are looking to diversify your real estate portfolio, a 1031 Tax-free Exchange might be the answer. In these turbulent economic times and challenging regulatory environment, real estate investors are looking for strategies to minimize risk. Choosing a Delaware Statutory Trust or "DST" for your 1031 Exchange may be the way to go. These real property investments can preserve any tax-free 1031 Exchange and defer hundreds of thousands of dollars in capital gains taxes. A DST is a legal entity sanctioned by the IRS that allows you to hold title in real estate. DSTs are considered "like-kind" property, allowing you to defer capital gains taxes and offering more flexibility to identify and close on properties within the IRS-prescribed 45-day and 180-day windows.

During this important webinar, we will cover:

• The many untapped advantages of a 1031 Exchange beyond just tax deferral.
• Important strategies to maximize your 1031 Exchange transaction.
• Step-by-step process for performing a 1031 Exchange outside of California.
• Selecting favorable property types and locations for your 1031 Exchange.
• Where to find institutional-quality passive income replacement property—learn about DST properties.

Kingsbarn Real Estate Capital is a private equity firm offering real estate securities and structured investments to high-net-worth individuals, family trusts, and institutional investors. They acquire commercial real estate assets nationwide and are a leading DST sponsor with a proven track record. They offer both direct and indirect investments and provide clients with the opportunity to invest in various structured private placements. Kingsbarn’s management team has extensive experience in stabilized core properties and income-driven investment funds. Over the past five years, they have acquired over 200 properties with an aggregate value exceeding $2 billion.

IMPORTANT DISCLAIMER: THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY. NO LEGAL OR TAX ADVICE IS BEING GIVEN. LAWS, RULES, AND REGULATIONS MAY CHANGE. ALWAYS OBTAIN TAX AND/OR LEGAL ADVICE FROM A LICENSED PROFESSIONAL BEFORE ACTING.

IMPORTANT INFORMATION: This material is educational and does not constitute an offer to buy or sell securitized real estate. Such offers are made only through the sponsor's Private Placement Memorandum (PPM), and only available to accredited investors. Examples shown are illustrative. Real estate investing involves risk, including loss of principal, vacancies, market changes, and illiquidity. Suitability varies per investor. Consult your tax and legal advisors. DST 1031 properties are for accredited investors and entities only. If unsure, consult your CPA or attorney. Kingsbarn Capital Management, LLC ("KCM") is an SEC-registered RIA. View registration at www.adviserinfo.sec.gov.

Presenter(s):

Louie Goros, Managing Director & Head of Distribution
Louie leverages his brokerage experience to provide structured real estate investments through Kingsbarn's programs. Formerly at Marcus & Millichap, he specialized in San Diego multifamily transactions and 1031 exchanges. Louie is a U.S. Marine Corps veteran and holds a B.S. in Business from the University of Phoenix.

Steven Adams, First Vice President, Southern California
Steven uses his brokerage background and market insight to advise on investment opportunities at Kingsbarn. A Marine Corps veteran, he served with the First Battalion, Seventh Marines. He earned degrees in Political Science and Criminal Justice from Rutgers University.

Moderator:

Daniel Yukelson, AAGLA Executive Director
Daniel is a CPA and former CFO at Premiere Radio Networks and Oasis West Realty. He also served as a Planning and Public Works Commissioner for Beverly Hills. Currently, he serves as Executive Director of AAGLA.

Featured Presentation By:

Kingsbarn Real Estate Capital
Faced with strict regulations and high capital gains tax, more California property owners are turning to 1031 exchanges. By using a DST, you can diversify, invest in higher-value properties, and enjoy real estate tax benefits without managing tenants. Kingsbarn offers DSTs, investment funds, and private placements with over $2 billion in real property acquired. More info: kingsbarnca.com/AAGLA or call (800) 242-1000.

Title Sponsor(s):

Realm / ADU Gold
Founded by Liz Young in 2019, Realm offers accessible homeownership advice. Together with ADU Gold, they specialize in ADU construction and duplex entitlements under SB9. With over 1,000 permitted units in 2 years, they help property owners maximize value. Visit: https://realmhome.com/ or call (310) 299-8098.

Featured:

Kingsbarn Real Estate Capital

Additional Sponsor:

Realm / ADU Gold