Flexible Equity Investments in Multifamily Investment Properties. KB Exchange Trust provides real estate investors with a simplified 1031-exchange solution through Delaware Statutory Trusts (DST) ownership interests in multifamily investment properties.

Cash-Flow Trusts, or Delaware Statutory Trusts (DSTs) as they are more commonly known, provide real estate investors with a unique a simple way to invest passively in stabilized multifamily income properties. As a sponsor of multifamily DST properties, KB Exchange Trust acquires high-quality residential communities, places non-recourse financing on these properties, and retains a third-party property and asset management firm to manage the properties and make monthly distributions to all investors. Ownership in the Trust is based on a pro-rata share of the equity invested. For example, if a property requires $5 million of equity to acquire and an investor purchases $1 million worth of the Trust, they will own 20% of the Trust and, as such, shall receive 20% of the cash flow distributions as well as 20% of the depreciation allocation which can be used to shelter the passive income from taxes. KB Exchange Trust acquires multifamily properties opportunistically and generally looks for newer properties that have been leased to a 90% occupancy level, or higher, and which are producing strong monthly cash flow. The Delaware Statutory Trust ownership structure makes these investments ideal for investors who are in a 1031 exchange. The investment amount is flexible, starting at $250,000, which allows 1031-exchange investors to easily match their equity investment to the amount of equity held by their 1031-exchange accommodator.

 

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Alison Jannotta
Director, Investments
ajannotta@kingsbarn.com
Phone: 312.982.8995

Christopher Goodman
Director, Investments
cgoodman@kingsbarn.com
Phone: 702.846.1333

Matt Ayer
Director, Investments
mayer@kingsbarn.com
Phone: 949.270.5309

Mark Paul
Senior Vice President,
Managed-Direct
Ownership

mpaul@kingsbarn.com
Phone: 310.738.8330

Steven Prescott
VP, Business Development
prescott@kingsbarn.com
Phone: 858.630.0414

For General Inquiries Call Us At:
424.343.9000

Multifamily DST Current Offering

Property Type: 2-Story Rental Townhomes
Number of Units: 189
Year Built: 2016 (158 Units) 2005 (31 Units)
Total Equity Offering: $9,600,000
Minimum Investment: $250,000
Projected Cash Flow (Year 1): 6.61%
 
ACCREDITED INVESTORS ONLY
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This website does not offer to sell, or a solicitation of an offer to buy, securities. Offers can only be made through the Private Placement Memorandum which contains various and important risk disclosures. This web site does not purport to be complete and should be viewed in conjunction with the Private Placement Memorandum. An investment of this sort is speculative and involves a high degree of risk. Projections of future performance contained herein are based on specific assumptions discussed more fully in the Private Placement Memorandum and do not constitute a guaranty of future performance.

DST Interests in any of the properties displayed on this website may be sold only to "accredited investors," as defined in Regulation D under the U.S. Securities Act of 1933, as amended (the "Securities Act"), which, for natural persons, refers to investors who meet certain minimum annual income or net worth thresholds. Offers and sales of DST interests have not and will not be registered under the Securities Act or the laws of any U.S. state or non-U.S. jurisdiction and may be offered only pursuant to an exemption from such registration. Neither the U.S. Securities and Exchange Commission nor any other regulatory authority has passed upon the merits of an investment in the DST Interests, has approved or disapproved of DST Interests or passed upon the accuracy or adequacy of this website and any supplementary materials describing the DST Interests. DST Interests are also not subject to the protections of the Investment Company Act of 1940, including the limitations on self-dealing, affiliated transactions and leverage contained therein. DST Interests are subject to legal restrictions on transfer and resale in accordance with the governing documents of the Trust and applicable securities laws, and investors may be unable to sell or transfer their DST interests. In addition, there is no public market for the DST interests and no such market is expected to develop in the future. Investing in the DST securities involves risk, and investors should be able to bear the loss of their investment.