721 Exchange UPREIT Insight Series The 721 Exchange Option – Not the Obligation

“Currently, the appeal for 1031 exchange strategies such as DSTs has never been stronger,” said Dwight Kay, Founder and CEO, Kay Properties and Investments By Dwight Kay, Founder & CEO Kay Properties & InvestmentsIn today’s complex real estate market, understanding the nuances of 721 UPREIT DST structures is essential for any investor. One of the critical features of these arrangements is that the REIT holds the option—but not the obligation—to purchase the DST’s property through … Read More

Due Diligence 101 on 721 Exchange UPREIT DST Investments

“Currently, the appeal for 1031 exchange strategies such as DSTs has never been stronger,” said Dwight Kay, Founder and CEO, Kay Properties and Investments By Dwight Kay, Founder & CEO Kay Properties & InvestmentsIn recent years, non-traded and perpetual life REITs have emerged as attractive vehicles for real estate investors, especially within the 721 UPREIT DST structure. While these vehicles offer tax-deferred exchange benefits and diversified exposure to real estate, investors must scrutinize several key … Read More

721 Exchange UPREITs and Delaware Statutory Trust Offerings – Essential Items to Consider before Investing

“Currently, the appeal for 1031 exchange strategies such as DSTs has never been stronger,” said Dwight Kay, Founder and CEO, Kay Properties and Investments By Dwight Kay, Founder & CEO Kay Properties & InvestmentsOver the years, the use of the 721 Exchange as a Delaware Statutory Trust exit strategy has become increasingly popular among investors for a number of reasons, including the ability to provide tax deferral benefits, the potential for portfolio diversification, the potential … Read More

The 721 Exchange UPREIT Exit Strategy for Delaware Statutory Trust Investors Explained

One of the most important questions Delaware Statutory Trust real estate investors need to ask themselves is, “What is my long-term, exit strategy?” Most Delaware Statutory Trust (DST) investments are typically held for approximately 5-10 years (although it could be shorter or longer). After that, the DST investment will typically go “Full-Cycle”, a term used to describe a DST property that is purchased on behalf of investors and then after a period of time is … Read More