10A — June 12 - 25, 2020 — Creative Financing — Financial Digest — M id A tlantic Real Estate Journal


C reative F inancing Enabling investor to diversify into multiple DSTs once again for their 1031 exchange transaction Kay Properties completes a $2.25 million DST 1031 Exchange on behalf of a repeat client


ple potential income-streams by way of a diversified 1031 DST real estate portfolio. Similar to the previous trans- action, the client was able to invest into several DSTs in various geographic locations as well as differing asset classes.” Salmon continued, “It’s gratifying and extremely validating to have the phone ring and it’s an existing 1031 DST client from years earlier that is looking to conduct an- other 1031 exchange or make a direct cash investment into DSTs with Kay Properties.”

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the mar- ketplace of DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor com- panies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a DST secondary market. Kay Properties teammembers col- lectively have over 115 years of real estate experience, are licensed in all 50 states, and have participated in over $15 billion of DST 1031 invest- ments. *Diversification does not guarantee profits or protect against losses. *This case study may not be representative of the experi- ence of other clients. Past per- formance does not guarantee or indicate the likelihood of future results. Please speak with your attorney and CPA before con- sidering an investment. This material does not consti- tute an offer to sell nor a solici- tation of an offer to buy any se- curity. Such offers can be made only by the confidential Private Placement Memorandum (the "Memorandum"). Please read the entire Memorandum pay- ing special attention to the risk section prior to investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquid- ity, vacancies, general market conditions and competition, lack of operating history, inter- est rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential ad - verse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the en- tire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed. Securities offered through WealthForge Securi- ties, LLC. Member FINRA/ SIPC. Kay Properties and Investments, LLC and Wealth- Forge Securities, LLC are sepa- rate entities. MAREJ

ay Properties an- nounced the comple- tion of another 1031

again for their 1031 exchange transaction. The Delaware Statutory Trust exchange investments were completed by Jason Salmon, Kay Properties and investments senior vice presi- dent and managing director of real estate analytics. Salmon said, “It was a great pleasure to help this client in- vest again into multiple DSTs for their 1031 exchange. Over the years, the client and I have discussed their overall estate plan, goals, risk toler- ances and objectives, and the client’s desire to have multi-

Dwight Kay , founder and CEO of Kay Properties, stated, “We were thrilled to have helped this client in yet another 1031 exchange into DSTs. Salmon has continued to assist our clients in find - ing the right DST offerings for them and their particular situation while at the same time being a true leader in the 1031 DST industry by pro- viding continuing education to CPAs, attorneys and real estate professionals on DSTs and 1031 exchanges.” About Kay Properties and www.kpi1031.com

exchange for a repeat client that sold farm- land. This

client had worked with Jason Salmon and Kay Properties several years ago for a similar 1031 DST transaction after selling their business as well as the real estate associated with it. This investor was comfortable with the previous results and was able to diver- sify into multiple DSTs once

JUNE 26 Tax Issues and Accounting DEADLINE: JUNE 17


Made with FlippingBook Publishing Software