Kay Properties Presents the Importance of Diversification to Over 150 Investors During Annual Kay Investor Day
'We believe it is essential for investors to have access to a variety of options and our proprietary DST and 721 UPREIT due diligence when considering any 1031 exchange DST or 721 UPREIT offering,' said Dwight Kay. 'Being able to compare different sponsors, evaluate track records, and review the potential benefits and risks of various offerings is key to making sound investment choices.'
This belief led to the creation of the Kay Properties online marketplace, a platform designed to connect accredited investors with more than 40 DST and 721 UPREIT real estate investment opportunities from more than 25 DST and REIT sponsor companies. This industry leading platform allows investors to evaluate options in one centralized location while also providing investors access to proprietary due diligence materials, including Private Placement Memorandums (PPMs), appraisals, environmental reports, sponsor track records, model stress tests, and more.
'The success of our platform is due to the transparency it offers,' noted Dwight Kay. 'Investors can access detailed reports and make comparisons across a variety of offerings to help them make the right decisions.'
The Kay Properties marketplace has been incredibly successful at helping investors complete more than 9,000 individual DST and 721 UPREIT transactions. A big part of the online marketplace's success stems from the platform's ease of use and effectiveness at helping investors from across the nation gain easy access to a wide range of real estate investments. The platform allows users to review business plans, debt structures, and sponsor company histories, offering a comprehensive view of the market.
As one of the Delaware Statutory Trust national experts, Kay's presentation drew wide investor engagement, with attendees traveling from across the country to actively participate in the day's events and presentations. Kay shared insights from his nearly two-decade career in the DST and UPREIT space, recalling his early days as an analyst where he recognized a gap in the market. Many investors were relying on financial advisors with limited real estate experience to guide them through 1031 exchanges, often with only one option being presented.
'We wanted to change that,' continued Kay. 'Investors need to have access to a wide range of choices, and our platform allows them to see what's available, both on and off-market, and evaluate options that potentially match their investment goals and risk tolerance.'
Kay further discussed the ongoing efforts of his internal due diligence team, which reviews and evaluates DST and 721 UPREIT offerings before they are presented to investors via the Kay Properties online marketplace. This detailed due diligence process helps investors understand the potential benefits as well as the potential risks of DST and 721 UPREITs, enhancing their ability to make informed decisions.
'We've built a process that focuses on the potential benefits but also on educating investors about the risks involved. Transparency and education are essential for helping investors navigate this complex space,' said Kay.
The discussion concluded with a reminder to attendees that all real estate investments, including DST and 721 UPREIT offerings, come with inherent risks. He encouraged investors to thoroughly read the PPMs, to consider the risks before committing to any investment, as well as to have their CPA and attorneys provide them with guidance regarding all tax, legal, and investment decisions.
Kay Properties helps investors choose 1031 exchange investments that help them focus on what they truly love in life, whether that be their children, grandkids, other businesses, travel and hobbies (NO MORE 3 T's! Tenants, Toilets and Trash). We have helped 1031 exchange investors for nearly two decades exchange into over 9,100 - 1031 exchange investments. Please visit www.kpi1031.com for access to our team's experience, educational library and our full 1031 exchange investment menu.
Due diligence is an essential part of evaluating any investment, but it does not guarantee success or prevent losses. All investments carry inherent risks, and past performance cannot predict future results. This material is not tax or legal advice. Please consult your CPA/attorney for guidance. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns and does not protect against loss. Potential cash flow, potential returns and potential appreciation are not guaranteed. There is a risk of loss of the entire investment principal. Please read the Private Placement Memorandum (PPM) for the offerings business plan and risk factors before investing. Securities are offered through FNEX Capital LLC, member FINRA, SIPC.
For more information, please visit the Kay Properties and Investments website https://www.kpi1031.com/.
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