Additionally, DSTs are attractive to retiring investors because the fractional ownership of DSTs allows an owner to easily divide shares for generational wealth transfer. For example, an investor owns 30 units in an apartment DST and 50 units in a DST portfolio of Dollar General, FedEx and Amazon net lease properties. The individual wants to leave the DST investments to his two grown children. He can choose to give the apartment DST to one child and the Dollar General, Fedex and Amazon DST to the other child, or he can divide up the shares within each DST to give some of each to both children. Want to learn more? Watch AAOA’s interview below with Betty Friant, Senior Vice President at Kay Properties and Investments.
BETTY FRIANT, CCIM Senior Vice President Kay Properties & Investments LLC (855) 899-4587
Friant oversees the Kay Properties and Investments, LLC Washington, D.C. office. With 35 years of experience in commercial real estate and expertise in investment sales, Betty specializes in 1031 Tax Deferred Exchange clients and high net worth investors. Betty is well versed in the many aspects of commercial real estate and has extensive market knowledge. She holds the coveted CCIM designation, which recognizes expertise in commercial and investment real estate. She is driven by her passion for identifying clients’ needs, goals and objectives, thereby helping to identify the best opportunities for them.
Disclaimer: This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed. Nothing contained on this website constitutes tax, legal, insurance or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. Securities offered through FNEX Capital, member FINRA.
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