Kay Properties Founder and CEO Explains How 1031 Exchange Investors Can Use the 721 Exchange as a Powerful Real Estate Investment Strategy

If you are a Delaware Statutory Trust (DST) investor, then chances are you’ve asked yourself, “What are my exit strategy options once my DST is sold in a full-cycle liquidity event?” One of the lesser-known strategies for investors is called the “721 Exchange.”

Kay Properties’ Founder and Chief Executive Officer, Dwight Kay, considered one of the nation’s experts on 1031 exchange and DST investment strategies, will explain the potential opportunities that exist for investors within Section 721 of the Internal Revenue Code that states . . . “that no gain or loss will be recognized when property is contributed to a partnership in exchange for an interest in the partnership.” Link to Section 721 of the Internal Revenue Code: [https://www.irs.gov/pub/irs-drop/rr-99-5.pdf]

Join us and hear CEO Dwight Kay describe exactly how the two-step 721 Exchange process works and how investors can potentially achieve tax advantages, diversification, income potential, appreciation potential, liquidity potential, and estate planning potential using the 721 Exchange. 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.

During this webinar, we will cover:

• What is the two-step 721 Exchange Process? Is this the right move for you?
• What are the specific steps to convert interests in a DST into a 721 Vehicle in the form of operating partnership units?
• What are the tax advantages of the 721 Exchange?
• How can a 721 Exchange contribute to both income and appreciation potential?
• How can a 721 Exchange improve liquidity potential for DST investors?
• And, much more! Q&A to follow.

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:

Dwight Kay, Founder and CEO, Kay Properties and Investments LLC

Dwight Kay is the Founder and CEO of Kay Properties and Investments and the www.kpi1031.com marketplace, where over 2,270 investors nationwide have invested in more than 9,100 1031 DST, 721 exchanges, and real estate investments. Today, Kay Properties & Investments is one of the nation’s leading 1031 Exchange real estate investment firms specializing in Delaware Statutory Trusts (DSTs). Mr. Kay established Kay Properties with an emphasis on providing real estate investment options to high-net-worth clients looking for passive real estate ownership. Many people have said that Mr. Kay is responsible for revolutionizing the 1031 exchange landscape by creating one of the largest 1031 Exchange online marketplaces that connects high-net-worth investors with quality real estate offerings from more than 25 different real estate sponsor companies.

In addition, Mr. Kay has created one of the industry’s most robust educational programs for investors that includes weekly webinars that help investors understand the 1031 exchange process and the many nuances of Delaware Statutory Trust properties, weekly live, interactive conference calls, monthly seminars, and workshops throughout the country along with a complete library of relevant articles that are searchable via the Kay Properties blog. Kay Properties also has a full podcast library that covers many important topics for DST 1031 investors, and finally, Kay Properties offers a custom one-on-one consultation to qualified investors.

Mr. Kay is also believed to have published the first book on Delaware Statutory Trusts for 1031 Exchange investors and personally has invested in over 90 DST offerings from many different DST sponsor companies, allow him to share this incredibly valuable experience with the Kay Properties family of investors nationwide.

Moderator:

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies. Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf. Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation By:

Kay Properties and Investments LLC

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different sponsor companies. Kay Properties team members collectively have over 340 years of real estate experience, have participated in over $39 Billion of DST 1031 investments, and have helped over 2,270 investors purchase more than 9,100 DST investments nationwide. For more information, go to www.kpi1031.com or give them a call at (855) 852-5515.

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 read the entire Memorandum paying special attention to the risk section prior 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.

Potential cash flow, potential returns and potential appreciation are not guaranteed. There are material risks associated with investing in real estate securities, including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. By receiving this correspondence, you are opting for communications on behalf of Kay Properties and Investments or its affiliated companies. If you have received this communication in error, please immediately notify the sender and permanently delete all copies that you may have. Please read our form CRS. Securities are offered through FNEX Capital, LLC, member FINRA / SIPC.

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