The DST Advantage: How a Delaware Statutory Trust (DST) Can Simplify a 1031 Exchange

The DST Advantage: How a Delaware Statutory Trust (DST) Can Simplify a 1031 Exchange

If you been thinking about a 1031 Exchange to avoid a large tax bill, or perhaps you are within the “45-Day Window” for identifying a replacement property and not sure what to buy, or perhaps you are you looking to diversify your real estate portfolio and not put “all your eggs into one basket, a 1031 Tax-free Exchange might just be the answer you are looking for.

In these turbulent economic times and challenging regulatory environment, real estate investors like you are looking for strategies to help them minimize risk during uncertain times. Choosing a Delaware Statutory Trust or “DST” for your 1031 Exchange may be the way to go. These real property investments can “save” any tax-free, 1031 Exchange and 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 and they give you more flexibility to identify a purchase property or properties within the 45-day window and close within the 180-day window prescribed by law.

During this important webinar, we will cover:

•  The many untapped advantages of a 1031 Exchange are beyond just deferral of taxes.
•  Important strategies that will ensure you maximize your 1031 Exchange transaction.
• Step-by-step process for performing a 1031 Exchange outside of California.
• Selecting favorable property types and locations for your 1031 Exchange.
• Where to find intuitional-quality passive income replacement property. Learn about Delaware Statutory Trust (DST) properties.

Kingsbarn Real Estate Capital is a real estate private equity firm issuing real estate securities and providing structured investments to high-net-worth individuals, family trusts, and institutional investors. Kingsbarn acquires commercial real estate assets throughout the United States, and is the leading DST real estate sponsor with a proven track record. They offer both direct and indirect real estate investments and provide our clients with the opportunity to invest in our various structured real estate private placements. Kingsbarn's management team has extensive experience developing, managing, and sponsoring a diverse array of stabilized core properties and income-driven investment funds. The company offers competitive, risk-adjusted returns to investors through its diversified investment programs. Over the past five years we have acquired over 200 properties throughout the United States with an aggregate value of over $2 billion.

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.

IMPORTANT INFORMATION: The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsor's Private Placement Memorandum (PPM), which is solely available to accredited investors and accredited entities. Examples are for illustrative purposes and are not representative of future results. There are risks associated with investing in real estate properties, including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investor situations and objectives vary, this information is not intended to indicate suitability for any investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your situation. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your Certified Public Accountant and Attorney. Kingsbarn Capital Management, LLC ("KCM"), an affiliate of Kingsbarn Realty Capital, LLC, is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission (SEC). KCM provides investment advisory services tailored to the individual needs and goals of our clients. KCM operates under a fiduciary duty, which means that we are committed to putting our clients' best interests first. Our registration details can be found at: www.adviserinfo.sec.gov

Presenter(s):

Louie Goros, Managing Director & Head of Distribution
As Head of Distribution for Kingsbarn, Louie Goros leverages his brokerage background and extensive knowledge of commercial real estate to provide his clients with structured real estate investments through Kingsbarn’s diversified investment programs. Prior to joining Kingsbarn, Louie helped lead a large brokerage team at Marcus & Millichap with over $400,000,000 in transaction volume. There, he specialized in acquisitions and dispositions of multifamily apartment buildings in San Diego County and facilitation of 1031 exchanges. During Louie’s career in brokerage, he represented a wide range of investors, helping them create and preserve wealth through investment sales and advisory services.

Louie proudly served in the United States Marine Corps with 1st Reconnaissance Battalion at Camp Pendleton, CA. Following his honorable discharge from the military, Louie went on to obtain a Bachelor of Science degree in Business with a concentration in small business management and entrepreneurship from the University of Phoenix.

Steven Adams, First Vice President, Southern California

First Vice President for Kingsbarn, Steven Adams utilizes his experience with brokerage and in-depth market knowledge to advise clients on investment opportunities through Kingsbarn’s active offerings. He is a United States Marine Corps veteran who served four years of active duty with First Battalion, Seventh Marines as a Ground Intelligence Officer. He has worked with a diverse group of individuals hailing from a multitude of different countries. Steven thrives in uncertain environments and finds a path to success in the absence of standard operating procedures. He continues to utilize the traits he adapted in the military to provide exceptional service to his clients. Steven is from Brooklyn, New York and graduated from Rutgers University with a double major in Political Science and Criminal Justice. A family-oriented individual whose father was a Sergeant in the NYPD, Steven prides himself on loyalty, integrity, and humility.

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.

Featured Presentation By:

Kingsbarn Real Estate Capital

Faced with stringent regulations and high capital gains tax rates, a growing number of California property owners are seeing the allure of the 1031 exchange. Beyond the obvious appeal of tax postponement, this method offers property owners a pathway into passive real estate assets and brings many other incentives to the table. By using a 1031 exchange to invest your sale proceeds into a Delaware Statutory Trust (DST), you can do much more than simply defer your taxes. You can buy into higher-value properties, diversify your portfolio by choosing a DST with multiple properties in it, enjoy all the tax benefits of real estate ownership without the hassle of property management, and much more. For a limited time, Kingsbarn Real Estate Capital is offering you the opportunity to learn about the benefits of DST investing.

Kingsbarn Real Estate Capital is a real estate private equity firm issuing real estate securities and providing structured investments to high-net-worth individuals, family trusts, and institutional investors. Kingsbarn is a leading DST real estate sponsor with a proven track record. Over the past five years we have acquired over 200 properties throughout the United States with an aggregate value of over $2 billion. Our management team has extensive experience with syndicated offerings, having managed the acquisition of more than $2 billion of real property. Our various investment programs include DSTs, investment funds, and our value-add private placement offerings. For more information, go to kingsbarnca.com/AAGLA or call (800) 242-1000.

Title Sponsor(s):

Realm / ADU Gold

Founded by real estate entrepreneur Liz Young in 2019, Realm is a one-stop-shop for accessible, actionable home advice. Investing in a house — whether you want to sell it, rent it, or enjoy it for yourself — is a series of difficult and expensive decisions. There’s never been a place to turn to for advice or guidance (besides your friend who “knows real estate”). Until now!.

Partnering with ADU Gold, ADU Gold and Realm are the experts for construction of accessory dwelling units, building and entitling duplexes on single family zoned properties per Senate Bill 9, and the construction of a variety of projects. With more than 1,000 permitted units under their belt in the last two years, Realm and ADU Gold will help you to maximize the value of your property. For more information about Realm, go to https://realmhome.com/ or call (310) 299-8098.

Featured Presentation By:

Title Sponsor(s):

Panelist(s):

Moderator: