Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances of the Delaware Statutory Trust (DST) investment process.

Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.

The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments.

In this week’s episode, Senior Vice President Steve Haskell has a conversation with Vice President Alex Madden on the different investment funds available to investors and some of the subtle differences of investing in a DST. At the end of the day, investors need to have a 30,000ft view on some of their long-term goals and from there, your Kay representative can further guide you towards the best portfolio strategy for your situation.

Key Takeaways:

[1:05] Risks and disclosures.

[3:55] A little bit about Kay properties.

[4:45] Steve introduces Alex and today’s topic.

[5:20] What are some of the nuances of the DST structure?

[7:55] What are some of your long-term investment goals?

[8:25] Steve offers suggestions on what he’d do if someone is interested in investing in a 1031 exchange.

[12:20] Everyone knows real estate is illiquid. DST is also the same.

[13:35] Want to understand DST better and its liquidity benefits? Reach out to a Kay representative.

[17:55] Remember, there is no perfect deal. Some investors get caught up in investing in ‘the best’. It’s important to be realistic on some of the tradeoffs.

[20:45] Will the President get rid of the 1031 exchange?

[23:40] When going into a REIT, it’s important to think about your tax strategy.

[24:45] Kay Properties prides itself in recommending the best option for you and your family.

Resources

Website: https://www.kpi1031.com/

Call Kay Properties at 855-899-4597

Meet the Kay Properties Team: kpi1031.com/meet-our-team

About Kay Properties and www.kpi1031.com

Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible. Please speak with your CPA and attorney for tax and legal advice.