All Forum Posts by: Kyle Winther

Good to know, thanks for the feedback! 

welcome, and best of luck with everything! 

looks like a good read, thanks! 

@michael- Did you end up going the DST route?

@chris - just curious, did you go with Kay Properties? What was your experience? 

@tyler - You can 1031 exchange into a DST even with the trust. The DST would have to be in the name of the trust, but you can have the passive monthly income go to the bank account of your choosing. The DST would defer your capital gains trust, as well as gain appreciation on the DST properties. If you are not looking to use the proceeds in 7-10 years, the 1031 DST sounds like a good fit for your situation. If you would like more info on the 1031 DST option, feel free to send me a private message.

@isaac I understand where you are coming from. We have worked with Inland and the same reps for many years. We have a very good relationship with them, and we have access to the full PPM's, investor kits, and executive summaries. We allow our potential 1031 DST investors to review all the material of the properties, as well as have as many calls with our Inland reps until they feel comfortable with the DST portfolios, as well as Inland as a company. If you would like to see some of the current DST offerings, I would be happy to send you some literature. There is a new Nashville hospitality portfolio that was just rolled out today that is offer 6.5%. Feel free to search me online - Winthco wealth management or send me a direct message and I would be happy to help you out! Communication and education is what what we are all about when we are in the trust building process! :)

@issac S. - I think you have the right idea to fill the gap and satisfy your debt requirements and defer the capital gains tax on your property. Our firm Winthco Wealth Management works very closely with Inland securities and can provide a strategic solution to replace the debt (boot) with property in a DST which in turn will allow you to have more real estate investment exposure while reducing your overall fees.

I was reading the thread and it was a good topic of discussion and was curious of your outcome and how you proceeded. I am constantly doing market research in the 1031 DST industry to better help our clients.

If you have any direct questions or would like to speak in more detail about your scenario, feel free to reach out directly! 

Wishing you a happy new year as well! 

@Isaac S. what route did you end up taking? Did you go into a DST? Has your property sold yet or in escrow? Curious to know the route you are going down after reading through this thread.

I would use the DST to identify 3 portfolios with your QI. If you do not have one, I can recommend one that we use for our clients. This way, if you cannot find like kind properties within the 45 day window, you can revert to a DST in as little as 2-4 days to complete the paperwork and defer the capital gains tax. Feel free to message me for more info, and i would be happy to help!