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

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

The kpi1031.com platform provides access to 25+ different sponsor companies, as well as 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over $21 Billion of DST 1031 investments.

In this episode, Matt McFarland and Vice President Steve Haskell sit down to talk about the different Delaware Statutory Trust strategies that are available to investors. They also talk about some identification rules, as well as when it makes sense to take advantage of a DST after a 1031 exchange.

Key Takeaways:

[0:45] Risks and disclosures.

[3:55] About Kay Properties & Investments.

[4:40] Matt introduces Steve and today’s topic.

[6:15] What do investors need to be aware of when it comes to ID rules?

[11:20] Steve breaks down what the three property rule is and the 200% rule, and how investors can take advantage of these .

[14:50] Communication is critical during this process.

[15:30] If you have extra money left over from your property purchase, you can reinvest it in a DST.

[20:25] What should you do with $500k and where should you be investing it?

[24:05] Each investor is different and so it’s important to first understand their goals before recommending a good DST strategy.

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 Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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.