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§1031 Exchange Replacement Property Overview: DST Properties

§1031 EXCHANGE REPLACEMENT PROPERTY OVERVIEW: DST PROPERTIES

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Delaware Statutory Trust (DST) properties are considered “like-kind” replacement property pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. Investors are able to 1031 exchange into multiple DST properties to lower the potential risks of real estate investing. Typical minimum investments are $100k, and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties, and all-cash/debt-free properties.

This course will go over frequently asked questions regarding DST 1031 replacement properties. We will cover using leverage with DST properties and all-cash/debt-free DST properties for 1031 exchanges. Course attendees will also be able to see various DST 1031 property case studies and example properties.

Learning Objectives:


  • Determine how DST properties are structured

  • Identify how they work

  • List the types of DST properties available in today’s market

  • Determine proper due diligence procedures in selecting DST properties and what DST properties to avoid at all costs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jason Salmon manages Kay Properties & Investments’ New York City office, providing expertise and guidance to our 1031 exchange clients. Jason brings over 20 years of commercial real estate and financial advisory experience to Kay Properties & Investments. He specializes in tax-advantaged exit strategies and estate planning solutions—working with property owners on their 1031 exchange transactions. Jason has expertise in identifying real estate investments across multiple sectors and takes pride in giving clients access to opportunities via the company’s diverse platform.

About Our Presenter

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Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in LA, NY and DC. Kay Properties team members collectively have over 94 years of real estate experience, are licensed in all 50 states, and have participated in over $7 Billion of DST real estate. Our 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. To learn more about Kay Properties please visit: www.kpi1031.com ________________________________________________________________________________________________________________________ This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum. Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. This material contains information that has been obtained from sources believed to be reliable. However, Kay Properties and Investments, LLC, WealthForge Securities, LLC and their representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigations before considering any investment. 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. This material is not intended as tax or legal advice. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) properties and real estate securities. These include tenant vacancies, potential loss of investment principal, that past performance is not a guarantee of future results, that potential cash flow, potential returns and potential appreciation are not guaranteed in any way and that real estate is typically an illiquid investment. For an investor to qualify for any type of investment, there are both financial requirements and suitability requirements that must match specific objectives, goals and risk tolerances.