Three Macroeconomic Trends That Could Benefit Delaware Statutory Trust (DST) Investors
June 23, 2022 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersJoin us as we cover the three macroeconomic trends that could benefit you by investing in a Delaware Statutory Trust or “DST” investment. The influence of macroeconomics is strongest over longer horizons. As a quick refresher from your college “Economics 101” class, macroeconomics is the branch of economics that is concerned with the major, general features of a country’s economy, such as the level of inflation, unemployment, or interest rates. “Macroeconomic Trends” can include consumer, household, or businesses’ income, savings, debt, and expenditures or other economic factors that can be tracked in patterns of movements or changes.
If you plan 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. 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.
Now may be the best time to consider investing in a DST. When considering a DST investment today, there are several macroeconomic trends that should be considered and which can be beneficial to your investment, including: (1) low Inventory - down 22% in 2022, (2) rising real estate asset prices - up 20% since 2021, and (3) accelerated growth of Baby Boomers who are retiring.
Finally, DSTs help you to diversify your portfolio by facilitating investment in multiple properties instead of just one. Diversification is a big part of reducing risk in any investment portfolio, but when it comes to real estate, constructing a diverse portfolio is not only the best way to reduce risk, it is also easier to accomplish than other investment vehicles. During this webinar, we will cover:
- How to avoid capital gains taxes using a 1031 Exchange transaction.
- What “key” 1031 Exchange terms every real estate investor should know and understand.
- What YOU need to know about a "Qualified Intermediary" and how they can help investors save money. Every 1031 Exchange transaction must have a Qualified Intermediary involved.
- What is the definition of "beneficial interest" and how does it relate to Delaware Statutory Trust investments (DSTs)?
- What are YOUR options for exchange properties? With DSTs, you never “sweat” the 45-day 1031 Exchange window.
- How YOU can avoid making mistakes – what not to do.
- And, of course, much, much more! Q&A to Follow…
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.
Please log in to register. If you have any questions regarding this event, please contact Events Manager Diana Alcaraz via email at . For faster service, please have your membership number ready. We look forward to seeing you. Please stay diligent and be healthy!
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.
About Our . . .
Panelist(s):
Matt McFarland, Vice President, Kay Properties and Investments LLC
Matt McFarland works out of Kay Properties’ headquarters in Los Angeles, helping clients with their 1031 exchanges and direct investments. Prior to joining Kay Properties, Matt worked at a national commercial real estate tenant representation firm where he was involved in representing tenants in their leasing of commercial office, industrial and flex space. Since joining Kay Properties, Matt has participated in over 500 transactions and over $6 Billion worth of real estate. Matt works hand in hand with all the Kay Properties’ Senior Vice Presidents, educating clients on what particular investments make sense for their situation.
He is a graduate of the University of California, Los Angeles, and holds a Bachelor of Science in Physiological Science from the UCLA Department of Integrative Biology and Physiology.
Moderator: Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
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.
