Kay Properties & Investments Helps Stock Market Investor

LOS ANGELES, Nov. 15, 2021 (GLOBE NEWSWIRE) – Kay Properties & Investments recently helped a discerning high net worth investor strategically identify viable Qualified Opportunity Zone (QOZ) projects to help them achieve greater diversification from a strong stock market concentration Reach and benefit from the unique tax benefits associated with the law set forth by the 115th Public Law Congress No. 115-97 on December 22, 2017.

According to Betty Friant, senior vice president at Kay Properties & Investments, a seasoned tax-deferred real estate advisor and very experienced QOZ investment advisor, the client knew a little about QOZs but relied on Kay Properties & Investments and their own CPA and attorney to help Create a complete business plan that includes both short-term and long-term goals.

“This particular investor has done very well in the stock market, but wanted to diversify its overall portfolio. Kay Properties helped him identify several Qualified Opportunity Zone projects that included multiple properties in many different geographic areas, multiple asset types and with a diverse mix of tenants, ”said Friant.

According to the Internal Revenue Service, the United States Congress created Qualified Opportunity Zones under the Tax Cuts and Jobs Act of 2017. The purpose of the program was to encourage long-term investment in low-income communities in the United States. The U.S. Treasury Department estimates there are more than 8,700 QOZs in the country, including areas like Puerto Rico. If the investor gains profits from a previous investment before the 31st base on. If the investor holds the investment for 10 years, the appreciation in value on the reinvested profits they make may not be taxed.

“So obviously one of the keys to this investment strategy for this investor was making sure the QOZ investment was made before the 31st,” said Friant.

According to Friant, Qualified Opportunity Zones can provide a unique opportunity for investors to cut taxes while doing something good for those who are less fortunate. By simply transferring profits from the sale of a company, stocks, bonds, cryptocurrency, jewelry, art or real estate to a Qualified Opportunity Zone, investors can obtain a number of tax advantages – provided they make the investment within six months of realizing their appreciation .

“But the thing about QOZs is that their naming is based on data from the 2010 census, and QOZs didn’t become law until 2017. So we’re in 2021, and some of those previously identified zones of opportunity are now on the edge of some of “the hottest real estate in the United States,” said Friant.

Via Kay Properties and www.kpi1031.com

Kay Properties & Investments is a national investment company owned by the Delaware Statutory Trust (DST). The www.kpi1031.com platform provides access to the marketplace for DSTs from over 25 different sponsoring companies, custom DSTs available only to Kay customers, independent advice on DST sponsoring companies, full due diligence and review of each DST (typically 20-40 DSTs) and a DST secondary market. Kay Properties team members have a combined 115 years of real estate experience, licensed in all 50 states, and have participated in investments of over DST 21 billion 1031 DST.

Diversification neither guarantees profits nor protects them from losses. All real estate investments offer no guarantees of cash flow, distributions or appreciation and can lead to a complete loss of the invested capital. Please read the entire Private Placement Memorandum (PPM) before making an investment. This case study may not be representative of the outcome of past or future offerings. Please speak to your attorney and CPA before considering an investment.

All offers discussed are offers according to Regulation D, Rule 506c. There is a risk of losing all of the investment capital. Past performance is no guarantee of future results. Potential dividends, potential returns, and potential appreciation are not guaranteed. In order for an investor to qualify for any type of investment, there are both financial and eligibility requirements that must meet specific goals, objectives and risk tolerances. Securities offered by Growth Capital Services, member FINRA, SIPC Office of Supervisory Jurisdiction, located at 2093 Philadelphia Pike, Suite 4196, Claymont, DE 19703.

Media contacts for further information:
Cary Brazeman, 310-205-3590, cary@crelix.com
Victoria Ozols, 310-205-3590, victoria@crelix.com

https://www.globenewswire.com/news-release/2021/11/15/2334576/0/en/Kay-Properties-Investments-Helps-Stock-Market-Investor-Complete-Multiple-Qualified-Opportunity-Zone-Fund-Transactions-Before-Peak-Tax-Advantages-of-Investment-Strategy-Expire-at-th.html