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SEVEN DST 1031 EXCHANGE TERMS
EVERY REAL ESTATE INVESTOR
SHOULD KNOW KEY TAKEAWAYS:
• Knowing key terms for a 1031 Exchange is important for investors
• What is the definition of “beneficial interest” and how does it relate to DST’s?
• What is a Tenant In Common Investment?
B• Do you know what a Qualified Intermediary is?
BY BETTY FRIANT
Senior Vice President
Kay Properties and Investments, LLC
Therefore, Kay Properties thought it would be a good idea to present some of the most important investment terms that all Delaware Statutory Trust 1031 Exchange investors should know.
1. DST: This term stands for “Delaware Statutory Trust” which is an entity that is used to hold title to investment real estate. A DST is also a powerful real estate planning tool because it allows “beneficial interest” ownership where multiple investors can share ownership of a single property or an entire portfolio of properties. A DST is often paired with the 1031 Exchange. Pairing these two entities together allows for individual investors to diversify* their investment dollars into multiple properties and potentially mitigate concentration risk of over-concentration in their investment properties. This can potentially be accomplished by investing in DSTs with properties in different geographies, in many of the asset classes, and with various property
ecoming a serious 1031 Exchange real estate investor can involve a significant learning curve. For example, there are many investment terms that every investor should know and understand in order to better understand the nuances surrounding
1031 Exchange real estate investments and help find success as an investor.
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 94 years of real estate experience, are licensed in all 50 states, and have participat- ed in over $7 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. To learn more about Kay Properties please visit: www.kpi1031.com Call: 1-855-899- 4597 or email: info@Kpi1031.com
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