1031 Exchanges: Building a Potentially Crisis-Resistant Delaware Statutory Trust Portfolio

1031 Exchange expert, Orrin Barrow, Senior Vice President of Kay Properties & Investments, LLC, sits down to discuss some of the Delaware Statutory Trust (DST) real estate properties his firm has made available for accredited investors for their 1031 exchange or direct cash investment. While the specific properties outlined are now fully subscribed, they represent good examples of DST properties that are available on the www.kpi1031.com marketplace and examples of typical DST real estate investment options for 1031 exchanges.

This is another “must-view” webinar for any potential 1031 exchange investor discussing how to potentially build a crisis-resistant portfolio for Delaware Statutory Trust investors. This webinar will cover:

• The Importance of an asset diversification strategy, or simply put, spreading money among different investments is a way to reduce risk.
• Asset class rejection based on level of risk and potential reward. Understand various asset classes available for 1031 Exchange transactions.
• The various real estate access points and finding the right investment property.
• The significance of avoiding leverage, if possible.

Some of the ongoing topics to be covered during the webinar include:

• The 1031 Exchange process
• Reasons why investors choose DST properties as their 1031 replacement property
• Delaware Statutory Trust Sponsor Companies – In depth analysis and review of the many different DST sponsor companies in the 1031 DST industry that Kay Properties has raised capital for over the years.
• The potential pros and cons of real estate, 1031 exchanges and DST properties
• What to look for when considering a DST
• Which DST properties and asset classes to completely avoid due to out-of-control risk factors and lack of prior performance
• What kind of leverage is available in today’s DST marketplace
• All cash/Debt Free DST properties – Available for 1031 exchange and direct cash investments for those investors not wanting the risk of lender foreclosure

A Delaware Statutory Trust is a legal entity sanctioned by the Internal Revenue Service that allows you to hold title in real estate - DSTs are considered “like-kind” property that allows you to defer capital gains taxes in a Section 1031 Exchange.

For some investors, a diversified portfolio is often equated with the stock market. However, more and more investors are turning to real estate as an alternative investment strategy to avoid Wall Street’s volatility while also achieving passive income potential, appreciation, and diversification. If you are planning to consider a 1031 Exchange transaction, often choosing a Delaware Statutory Trust or “DST” is the way to go as these real property investments can often provide solid and hassle-free returns, and in some cases, rescue your tax-free, 1031 Exchange while at the same time defer hundreds of thousands of dollars in capital gains taxes.

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.

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.

Presenter:  Orrin Barrow, Vice President, Kay Properties and Investments LLC

Orrin Barrow is Senior Vice President for Kay Properties & Investments and is in the firm’s Torrance office where he assists accredited investors with their 1031 Exchanges and direct-cash investments. Since joining Kay Properties, he has been instrumental in helping the firm participate in more than $30 Billion of 1031 investments totaling approximately 50 million square feet of multifamily, manufactured housing, single tenant net lease, industrial, self-storage, and medical properties nationwide. Prior to joining Kay Properties, Barrow worked for a 1031 exchange DST sponsor firm as well as for a publicly traded bank providing financing opportunities for companies that span a wide array of industries. Mr. Barrow began in the industry working for a 1031 exchange sponsor company as well as working for a publicly traded bank providing financing opportunities for companies that span a wide array of industries. He holds a California real estate license and is a graduate of the University of Southern California. He holds a B.S. in Public Policy, Planning and Development from the Sol Price School of Public Policy. You can reach Mr. Barrow at (424) 262-0813 or by email at .

Moderator:  Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of the Apartment Association of Greater Los Angeles (AAGLA).  As a Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and throughout his career, he has served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies, including more recently for 15-years as Chief Financial Officer of Premiere Radio Networks, the largest U.S. radio network and now subsidiary of iHeart Media, and for nearly 4-years as Chief Financial Officer of Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved in the construction and opening of the Waldorf Astoria.  He served as a planning commissioner, serving one year as Chairperson, and as a Public Works Commissioner in the City of Beverly Hills.

A Featured Presentation By:  Kay Properties and Investments LLC

Kay Properties and Investments, LLC 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 team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $21 Billion of DST real estate.  Their 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.  For more information, go to www.KayAAGLA.com.

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