Publications

Real Estate - JUNE 8, 2018

Kingsbarn Realty Capital and Triloma Financial Group form strategic alliance

by Andrea Zander

Kingsbarn Realty Capital through its affiliated sponsor KB Exchange Trust, and Triloma Financial Group (Triloma) have entered an exclusive relationship to distribute core income real estate programs sponsored and managed by Kingsbarn Realty Capital. Programs are offered as private placements and structured as Delaware Statutory Trust (DST).

As part of the relationship, Triloma, a national investment firm focused on portfolio diversifying alternative investments, will serve as exclusive dealer-manager for KB Exchange Trust sponsored 1031 DST programs. KB Exchange Trust will serve as the exclusive 1031 DST sponsor for Triloma.

Emerging intact from the 2018 Tax Cuts and Jobs Act, 1031 exchanges are expected to continue to increase over the next several years due to an increasing number of baby boomers looking to exchange out of actively managed real estate holdings.

Concurrent with the distribution agreement, Kingsbarn also announced the launch of KB Diversified Healthcare DST 20, which will be the first fund offered to financial advisors through Triloma's independent broker-dealer distribution network. The fund plans to raise $12.85 million in equity from accredited investors only to acquire a diversified portfolio of credit tenant healthcare properties, fully occupied and backed by nationally recognized healthcare and pharmacy companies.

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