Three Macroeconomic Trends That Could Benefit DST Investors

How Macroeconomic Trends Could Benefit You Through DST Investments

Join us as we cover three macroeconomic trends that could benefit you by investing in a Delaware Statutory Trust (DST) investment. Macroeconomics focuses on the general features of a country’s economy—like inflation, unemployment, and interest rates. These factors, along with trends in income, debt, savings, and expenditures, can influence real estate investments over time.

If you're considering a 1031 Exchange, a DST could be the ideal vehicle. These legal entities, sanctioned by the IRS, qualify as “like-kind” property for Section 1031 Exchanges and can help defer hundreds of thousands of dollars in capital gains taxes while providing stable, hands-free returns. Now may be the perfect time to invest in a DST due to three favorable macroeconomic trends:

• Low inventory – down 22% in 2022
• Rising real estate asset prices – up 20% since 2021
• Accelerated retirement of Baby Boomers

DSTs also offer key advantages like portfolio diversification.

By enabling investors to hold interests in multiple properties, DSTs reduce risk and create opportunities not often available in other real estate investment vehicles.

In this webinar, we’ll cover:

• How to avoid capital gains taxes using a 1031 Exchange
• Key 1031 Exchange terms every investor should know
• Understanding the role of a Qualified Intermediary
• What “beneficial interest” means in a DST
• What your options are for exchange properties—and how DSTs help you avoid the 45-day deadline stress
• Common mistakes to avoid in 1031 Exchanges
• And much more—live Q&A to follow

Kay Properties and Investments, LLC is a national DST investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City, and Washington, D.C. They offer clients access to exclusive private DSTs and public DST marketplace opportunities, excluding those that fail due diligence review. Their team has over 114 years of collective experience and has completed more than $15 billion in real estate transactions.

This is a basic to intermediate-level webinar covering various investment opportunities in both commercial and residential real estate. Bring your questions about IRAs and 1031 Exchanges and learn how to maximize your tax-deferral strategies!

To register, please log in. For questions, contact Events Manager Diana Alcaraz at diana@aagla.org. For faster service, have your membership number ready. We look forward to seeing you.

IMPORTANT DISCLAIMER:

The information provided during this webinar is for general informational purposes only. No legal or tax advice is being provided. Always consult a licensed professional for guidance. Laws and regulations are subject to change.

Panelist:

Matt McFarland
Vice President, Kay Properties and Investments LLC

Matt McFarland assists clients with 1031 exchanges and direct investments from Kay Properties’ Los Angeles headquarters. He has participated in over 500 transactions and more than $6 billion in real estate. He is a UCLA graduate with a B.S. in Physiological Science and has a background in tenant representation in commercial real estate.

Moderator:

Daniel Yukelson
Executive Director, Apartment Association of Greater Los Angeles

Daniel Yukelson is a Certified Public Accountant and former CFO of Premiere Radio Networks and Oasis West Realty. He served as a Beverly Hills Planning and Public Works Commissioner and currently leads AAGLA.

Webinar Registration Ticket:

• Member Ticket: $0.00

REGISTRATION ENDS: June 23, 2022

A Featured Presentation by:

Kay Properties and Investments

Title Sponsor(s):

• Bell Properties
• Kay Properties