Due Diligence 101 on 721 Exchange UPREIT DST Investments

SCHEDULE A CALL TO DISCUSS YOUR 1031 EXCHANGE DST AND 721 UPREIT OPTIONS

SCHEDULE TODAY

We will be discussing:

  • What is a 721 Exchange UPREIT?

  • The Two-Step 721 Exchange Process

  • 721 UPREIT Debt Risks: Fixed vs. Adjustable-Rate Loans vs. Debt Free

  • Dividend Coverage and the True Yield - Understanding the Health and Risks of the Stated UPREIT Dividend

  • UPREIT Net Inflows - Understanding Cash Flow Risks in REITs due to Capital Flows and Withdrawls

  • Learn About Hidden Fees and Markups in Certain 721 UPREIT DSTs

  • Tax Protection Agreements (TPAs) - The Potential Hidden Tax Trap of 721 Exchange UPREIT DSTs

  • Forced or Optional - The Difference for 721 UPREIT Investors Can Make All the Difference

  • The Need for Rigorous 721 UPREIT Due Diligence - Your Equity Deserves More Than Just a Relationship With a Wealth Manager and a Large REIT Name

  • Why Kay Properties Stands Out for 721 & DST Investors

Infographic demonstrating how a 721 UPREIT works
Tim (Emmanuel at Kay Properties) was fantastic. He addressed all of my concerns and questions answering phone calls even if he was out of the office. He sent me articles to read & videos to watch regarding 1031 exchanges & 721 REITs. He explained to me who Kay Properties was & how they worked, what they're business objectives were... He pursued my interest in making these investments- it was over a six month period that I talked with Tim before investing. He was never pushy or urgent about the matter. Because of my workload I had to push aside my pursuit to invest but he would always call or email me after a month or two. I thought for sure he would drop me. He & Sana (Kay Properties transactions team) assisted me in getting my paperwork in... Answering any questions that I had & giving me educational materials to read. The one-on-one relationship with Tim allowed me to get a feel for the integrity & trustworthiness of both him & Kay Properties...
Donna I. – St. Ignace, MI
These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials. Please speak with your attorney and CPA before considering an investment.