Latest news with #DelawareStatutoryTrust
Business Wire
5 days ago
- Business
- Business Wire
Kay Properties Presents the Importance of Diversification to Over 150 Investors During Annual Kay Investor Day
LOS ANGELES--(BUSINESS WIRE)--Dwight Kay, Founder and CEO of Kay Properties & Investments, recently addressed over 150 accredited investors, emphasizing the critical importance of having access to a broad range of Delaware Statutory Trust (DST) and 721 UPREIT offerings. Kay outlined the value of diversification and the need for investors to explore multiple exchange opportunities to make informed decisions during this year's Kay Investor Day investor conference. '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 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
Business Wire
10-07-2025
- Business
- Business Wire
SmartStop REIT Advisors Enters New Retail DST Distribution Partnership With Orchard Securities
BUSINESS WIRE)--SmartStop REIT Advisors, LLC ('SRA'), an affiliate of SmartStop Self Storage REIT, Inc. ('SmartStop') (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of self-storage facilities in the United States and Canada, announced a new retail distribution partnership with Orchard Securities, LLC ('Orchard'). Through this partnership, Orchard will lead the distribution of investment programs, including Delaware Statutory Trust (DST) and other managed REIT offerings, to the Independent Broker Dealer and RIA channels. These programs provide individual investors access to institutional-quality self-storage assets across the United States and Canada. This partnership combines SmartStop's industry-leading self-storage platform with Orchard's extensive expertise and national distribution network to broaden access to alternative real estate investments and deliver long-term value to investors. About SmartStop Self Storage REIT, Inc. (SmartStop): SmartStop Self Storage REIT, Inc. ('SmartStop') (NYSE: SMA) is a self-managed REIT with a fully integrated operations team of more than 600 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary SmartStop REIT Advisors, LLC, also sponsors other self-storage programs. As of July 10, 2025, SmartStop has an owned or managed portfolio of 229 operating properties in 23 states, the District of Columbia, and Canada, comprising approximately 164,300 units and 18.4 million rentable square feet. SmartStop and its affiliates own or manage 43 operating self-storage properties in Canada, which total approximately 36,400 units and 3.7 million rentable square feet. Additional information regarding SmartStop is available at About Orchard Securities Orchard Securities provides investment banking and managing broker dealer services for real estate oriented securities offerings. The company has worked with over 50 sponsor companies and completed over 300 offerings primarily through the broker dealer and registered investment advisor channels.
Yahoo
28-05-2025
- Business
- Yahoo
JLL Income Property Trust Fully Subscribes $158 Million Diversified DST
CHICAGO, May 28, 2025 /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $6.5 billion in portfolio equity and debt investments, announced today that it has fully subscribed JLLX Diversified VIII, DST. The $158 million program was structured as a Delaware Statutory Trust designed to provide 1031 exchange investors the opportunity to reinvest proceeds from the sale of appreciated real estate while also deferring taxes. JLLX Diversified VIII, DST consisted of a multifamily residential community comprised of 323 units in Wilsonville, OR and a grocery-anchored shopping center totaling approximately 147,000 square feet located in Cedar Park, TX. "We are proud to have fully subscribed JLLX Diversified VIII, DST," said Drew Dornbusch, Head of JLL Exchange. "The high level of engagement we have seen from financial advisors in 2025 alone confirms the market's demand for institutional-quality, low-fee, 1031 solutions. Our investors and financial advisors continue to respond positively to the tax deferral, estate planning, and diversification benefits offered by the JLLX platform." "The multifamily rental and grocery-anchored retail sectors continue to provide durable income and strong fundamentals," said Allan Swaringen, President and CEO of JLL Income Property Trust. "JLLX Diversified VIII, DST provided access to these two resilient property sectors in an investment solution designed to allow investors to maintain their allocations to core real estate while enjoying a range of tax and estate planning benefits." Since its inception in 2019, JLL Exchange has attracted more than $1.85 billion across 26 DST offerings from property owners seeking to maintain a meaningful allocation to real estate in a tax efficient manner. The most recent UPREIT, Diversified II DST, closed on May 7, 2025 with $185 million in assets. To date, JLL Income Property Trust has completed 15 full cycle UPREIT transactions totaling $1.2 billion. JLL Income Property Trust is an institutionally managed, daily NAV REIT that brings to investors a growing portfolio of commercial real estate investments selected by an institutional investment management team and sponsored by one of the world's leading real estate services firms. For more information on JLL Income Property Trust, please visit our website at About JLL ExchangeThe JLL Exchange program offers private placements through the sale of interests in Delaware Statutory Trusts (DSTs) holding core real estate investment properties. For more information, visit JLL Income Property Trust, Inc. (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) is a daily NAV REIT that owns and manages a diversified portfolio of high quality, income-producing residential, industrial, grocery-anchored retail, healthcare, office and debt investments throughout the United States. JLL Income Property Trust expects to further diversify its real estate portfolio over time, including on a global basis. For more information, visit About LaSalle Investment Management | Investing Today. For Investment Management is one of the world's leading real estate investment managers. On a global basis, LaSalle manages $82.3 billion of assets in private and public real estate equity and debt investments as of Q4 2024. LaSalle's diverse client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a complete range of investment vehicles, including separate accounts, open- and closed-end funds, public securities and entity-level investments. Forward Looking Statements and Future ResultsThis press release may contain forward-looking statements with respect to JLL Income Property Trust. Forward-looking statements are statements that are not descriptions of historical facts and include statements regarding management's intentions, beliefs, expectations, research, market analysis, plans or predictions of the future. Because such statements include risks, uncertainties and contingencies, actual results may differ materially from those expressed or implied by such forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future dividends will be paid. Contacts: Alissa SchachterLaSalle Investment ManagementTelephone: +1 312 339 0625Email: Doug AllenDukas Linden Public RelationsTelephone: +1 646 722 6530Email: JLLIPT@ View original content to download multimedia: SOURCE JLL Income Property Trust Error while retrieving data Sign in to access your portfolio Error while retrieving data
