1031 Exchange Replacement Property Overview: Introduction to DST Properties
June 14, 2021 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersHave you been thinking about a 1031 Exchange to avoid a large tax bill? Are you within the “45-Day Window” for identifying a replacement property and not sure what to buy? Are you looking to diversify your real estate portfolio and not put “all your eggs into one basket?”
Kay Properties and Investments, LLC has the solutions and answers you need right now! Kay Properties and Investments is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington, D.C. Kay Properties and Investments offers their clients 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 their extensive due-diligence process. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $15 Billion of DST real estate.
This is a basic to intermediate level discussion on the types of investments that are available to YOU, including making investments in all types of rental properties, both commercial and residential. Come armed with all your Individual Retirement Account and 1031 Exchange related questions. Get the edge you deserve when it comes to understanding the power of wealth building tax-deferral and tax-exclusion strategies. Join us on Friday, April 2nd for this informative webinar where we take you on a “Deep Dive” into the 1031 Tax-Free Exchange process and the world of Delaware Statutory Trusts.
During this important webinar, we will cover:
- The 1031 Exchange process, from start to completion.
- “Triple-net” (NNN) leased properties and Delaware Statutory Trusts or “DSTs.”
- The potential pros and cons of investing in real estate, 1031 Exchanges, DSTs and Triple-Net leased properties.
- What YOU need to look for when considering a 1031 Exchange transaction, and investments in triple-net leased properties and DSTs.
- How YOU can avoid making mistakes – what not to do.
- Can you borrow when purchasing a DST investment?
- What are YOUR anticipated returns? Is your investment safe? We will discuss sample transactions.
- And, of course, much, much more! Q&A to Follow…
WARNING: 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.
Please log in to register. If you have any questions, please contact Events Manager, Diana Alcaraz, via email at . Please be sure to include your membership number for faster service! We look forward to seeing you. Please stay diligent and be healthy!
About our Panelist ...
Jason Salmon manages Kay Properties and Investments’ New York City office providing expertise and guidance to 1031 exchanges to clients. Jason brings 20 years of commercial real estate and financial advisory experience to Kay Properties and Investments. He specializes in tax-advantaged exit strategies and estate planning solutions—working with property owners on their 1031 exchange transactions. He 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.
Throughout his career, Jason has been involved in a wide range of industry roles, all contributing to his deep understanding of real estate investments. He has conducted feasibility studies and market/economic impact analyses on behalf of clients in both the private and public sectors for single properties up to a 23,000-acre study area. He has authored narrative research reports used by real estate lenders as well as equity investors, brokers, and developers to make informed buy, sell and hold decisions; and has been quoted by local and national publications for insight on commercial real estate trends and market forecasting.
Most recently, Jason was Director of the 1031 Exchange Program at a real estate asset management, private equity and venture capital firm structuring DST offerings, joint ventures, custom portfolios, and a private REIT for institutional and high-net-worth investors. Previously, he oversaw research for office, retail, industrial and multi-family markets nationwide at Reis, the New York City-based data and analytics company. Jason was also Director of Real Estate for Applied Analysis, a financial and real estate consulting firm. He attended the University of Arizona.
