1031 Exchange DST Planning and Guidance
Introductory Consultation
The introductory call will begin a dialogue for us to understand your situation – your preference, needs, and requirements for your upcoming 1031 exchange.
Develop Preliminary Recommendations
Using the client goals and objectives from our initial consultation, we will begin to transform your words into a strategic 1031 plan. We will provide some initial recommendations for investments. Which will be a starting point to change as needed. These recommendations will be while employing Kay’s unique knowledge gained thru billions of dollars of DST investment experience.
Secondary Assessment and Due Diligence Analysis
Follow up assessment with investment analysis team to discuss the potential pros and cons of the various options. Clients will be provided exclusive, in-depth due diligence package on each 1031 DST investment option under consideration. From here, we will as needed, set up Asset Manager (Sponsor) calls and Property tours for you on the DST investments you are interested in.
Meet The Team (In Person, Virtually, or Conference Call)
The Kay Properties team is headquartered in Los Angeles, with offices in New York City, Washington DC, San Diego, San Francisco, and Seattle. One quality that sets Kay Properties apart is our team approach – you have a team of DST Real Estate experts working for you at all times. We want you to meet your DST team and understand how your team works for you.
Successfully Completing Your 1031 DST Investments
Upon completion of your due diligence review the Kay Properties team consisting of a Senior Vice President, Associate, and Transaction Coordinator will hold your hand through every step of the closing process, working with your QI and the closing agents from the various DST sponsor companies.
Continuing Communication and Education
After the completion of your current transaction the Kay Properties Team will stay with you, and provide investment updates as needed. The Kay team is available to you with any follow up questions and will continue to keep you informed, even after your exchange is complete. We pride ourselves on serving you as a client for many years to come.
About Kay Properties and Investments, LLC:
Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington DC. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $9 Billion of DST real estate. Our clients have the ability to participate in private, exclusively available, DST properties as well as those presented to the wider DST marketplace; with the exception of those that fail our due-diligence process.
If you’re curious about the tax reporting of DST’s read more now.
To learn more about Kay Properties please visit: www.kpi1031.com or call 1-855-899-4597