Why Investors Acquire Real Estate Funds and Delaware Statutory Trusts /DSTs

These Two Strategies Help Achieve Income Potential, Asset Appreciation, Diversification, and Escape from Stock Market Volatility

For some investors, a diversified portfolio often means stocks. But more and more are turning to real estate to avoid Wall Street’s volatility while achieving passive income, asset appreciation, and broader diversification. Two real estate strategies growing in popularity include real estate investment funds and Delaware Statutory Trusts (DSTs).

If you're considering a 1031 Exchange, DSTs and real estate funds are increasingly favored as they offer potential hassle-free returns while deferring 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 to real estate. DSTs are considered “like-kind” property for purposes of a 1031 Exchange.

Now may be an excellent time to consider DST investing. Supporting macroeconomic trends include: (1) inventory down 22% in 2022, (2) real estate prices up 20% since 2021, and (3) rising numbers of Baby Boomers entering retirement.

Diversify Your Portfolio

DSTs allow investors to diversify into multiple properties instead of just one. In real estate, diversification reduces risk and is often easier to achieve than through other asset classes.

During this webinar, we will cover:

• How to avoid capital gains taxes using a 1031 Exchange
• Key 1031 Exchange terms every real estate investor should know
• The role of a Qualified Intermediary and why one is required
• Definition of "beneficial interest" and its role in DST investments
• Options for exchange properties—DSTs eliminate the 45-day stress
• Common 1031 Exchange mistakes and how to avoid them
• And much more! 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. Kay Properties provides clients with access to exclusive off-market DSTs and thoroughly vetted public offerings. The team has over 114 years of collective experience and has participated in over $15 Billion of DST transactions.

This session is ideal for those interested in real estate investing, 1031 Exchanges, and IRA investing. Come prepared with your questions and gain a better understanding of tax deferral and tax-exclusion strategies.

Please log in to register. If you have questions about this event, contact Events Manager Diana Alcaraz at diana@aagla.org. For faster service, please have your membership number ready. We look forward to seeing you. Please stay diligent and be healthy!

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):

Matt McFarland, Vice President, Kay Properties and Investments LLC
Matt McFarland works out of Kay Properties' headquarters in Los Angeles and has helped clients complete over 500 transactions totaling over $6 Billion. He previously worked at a national commercial real estate tenant representation firm. Matt holds a B.S. in Physiological Science from UCLA’s Department of Integrative Biology and Physiology.

Moderator:

Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel Yukelson is the Executive Director of AAGLA. A Certified Public Accountant, he began his career at Ernst & Young and later served as CFO at Premiere Radio Networks and Oasis West Realty, where he was involved in the development of the Waldorf Astoria Beverly Hills. He also served as Planning and Public Works Commissioner for the City of Beverly Hills.

Webinar Registration Ticket

Price: Member Ticket – $0.00
Expires: December 1, 2022

Featured Presentation By:

Kay Properties and Investments LLC