Kay Properties Podcast: Recent Episodes
Dwight Kay, CEO & Founder at Kay Properties & Investments
An In-Depth Look at the over 25 DST Sponsor Companies that investors have access to on the kpi1031.com marketplace. Kay Properties is a national Delaware Statutory Trust (DST) investment firm.
Welcome to DST Essentials with Kay Properties & Investments your go-to resource for in-depth education on Delaware Statutory Trusts (DSTs) and 1031 exchanges. In this episode, Senior Vice President Orrin Barrow and Senior Vice President Matt McFarland discuss the concept of Risk Awareness within Delaware Statutory Trust investments. They explain why certain DST offerings may receive a Risk Awareness designation, explore several factors that may warrant additional due diligence, and discuss how understanding these considerations may help investors evaluate potential 1031 exchange investment opportunities.
Whether you're evaluating your first Delaware Statutory Trust investment or reviewing multiple DST offerings as part of a 1031 exchange, this educational discussion covers important topics related to debt structure, sponsor experience, asset classes, exit strategies, tenant credit quality, and portfolio diversification.
In This Episode, We Cover: • What the Risk Awareness designation means for certain Delaware Statutory Trust (DST) offerings • How debt structure—including loan term, fixed-rate versus variable-rate financing, and CMBS loans—may influence investment considerations • Why sponsor company experience and operating track record are important components of the due diligence process • How leasehold ownership structures and property tax abatements may impact long-term investment considerations • Differences between optional and forced 721 UPREIT exit strategies and why investor optionality may be an important consideration • Why certain asset classes—including student housing, hotels, assisted living, and other operationally intensive properties—may involve additional considerations • How market location, economic diversification, and local employment drivers may influence commercial real estate investments • Why tenant credit quality may be an important consideration for certain single-tenant commercial real estate investments • The role diversification and due diligence may play when evaluating Delaware Statutory Trust investment opportunities • Why understanding investment risks before completing a 1031 exchange may help investors make more informed decisions Why Kay Properties & Investments? With nearly two decades of experience, Kay Properties has helped over 4,000 investors complete more than 9,000 DST, 1031 exchange, and 721 UPREIT transactions. Our platform at www.kpi1031.com provides accredited investors with access to offerings from over 25 DST sponsor companies, with approximately 25 to 50 DST investments available at any given time. Every offering available through our platform undergoes an in-house due diligence review. We provide accredited investors with access to a broad selection of Delaware Statutory Trust offerings from multiple sponsor companies. Key Topics & Keywords: DST 1031 exchange, Delaware Statutory Trust, Risk Awareness, 1031 exchange risk, DST due diligence, debt structure, fixed-rate financing, CMBS loans, sponsor experience, 721 UPREIT, leasehold ownership, tax abatements, tenant credit quality, portfolio diversification, passive real estate investing, commercial real estate, accredited investors, replacement property, KPI1031.com Resources Mentioned: Free DST 1031 Exchange Investor Resources – Visit www.kpi1031.com for instant access to: • The DST 1031 Exchange Book by Dwight Kay • The first-ever 721 UPREIT Book • Delaware Statutory Trust catalog • Investor case studies and educational webinars Connect with Our Team: Call us at (855) 899-4597 to speak with a DST specialist about your 1031 exchange and investment goals, or email us at info@kpi1031.com To learn more about Delaware Statutory Trusts visit: https://www.kpi1031.com/resources/ All DST properties shown are Regulation D Rule 506(c) offerings and are subject to availability. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expecting the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please consult with a qualified CPA or attorney to determine if you are accredited. This material is provided for educational purposes only and should not be considered tax, legal, or investment advice. All real estate investments, including Delaware Statutory Trust investments, involve risk, including the potential loss of principal. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns or protect against loss. Securities offered through FNEX Capital LLC, member FINRA, SIPC.
Senior Vice President Matt McFarland and Associate Vice President Nick Snyder give an overview on how to use a DST to replace the debt in a 1031 exchange
*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:c77db8ef-f0d7-4527-81c2-c88d4184399c-2" data-turn-id-container= "request-WEB:c77db8ef-f0d7-4527-81c2-c88d4184399c-2" data-testid= "conversation-turn-6" data-scroll-anchor="false" data-turn= "assistant"> Senior Vice President Matt McFarland discusses how Delaware Statutary Trusts (DSTs) can be used as a backup option in a 1031 exchange. Learn why many investors consider DSTs when facing exchange deadlines, identification challenges, or replacement property issues.
Senior Vice President Matt McFarland gives an overview on 1031 exchange identification strategies
President Chay Lapin and Vice President Tommy Olsen give a deep overview on Delaware Statutory Trusts DSTs and 1031 Exchanges
In this episode, Senior Vice President Matt McFarland and Vice President Tim Emanuel break down the key differences between Traditional DSTs and 721 UPREIT DSTs. They cover how each structure works, the potential benefits, and what investors should consider when deciding which strategy may be the right fit.
In this episode, Senior Vice President Matt McFarland and Vice President Tim Emanuel break down what a Zero Coupon DST is and how it works. They discuss the basics, key benefits, and what investors should know when considering this type of strategy.
Senior Vice Presidents Matt McFarland and Orrin Barrow give an overview on Debt Replacement
Join Kay Properties & Investments Senior Vice Presidents Orrin Barrow and Matt McFarland as they discuss the role of Delaware Statutory Trusts in helping 1031 exchange investors meet the debt replacement requirement for full tax deferral.
Kay Properties & Investment's President, Chay Lapin and Vice President, Tim Emanuel discuss the growth of 721 Exchange UPREITs and what are some of the pitfalls investors need to be aware of before investing in this complicated investment strategy.
Hear Kay Properties' President, Chay Lapin and Senior Vice President describe what set Kay Properties apart from other Delaware Statutory Trust investment firms.
Kay Properties invites Cove Capital Investments executives to describe a new Build-to-Rent Delaware Statutory Trust offering, Cove Texas Build-to-Rent 97 DST currently available on the Kay Properties & Investments online marketplace at www.kpi1031.com.
Today we’re going to be presenting a new offering on the Kay Properties marketplace located at www.kpi1031.com.
The Kay Properties marketplace has many different Delaware Statutory Trust sponsor companies and their various offerings. So when investors log on, they can view current offerings from sponsor companies as Hines, Inland, NexPoint, Cantor Fitzgerald, Capital Square 1031, Exchange Right, and Hamiltion Point to name just a few.
In this podcast we are going to be hearing from Cove Capital Investments, another Delaware Statutory Trust, 1031 Exchange, and 721 UPREIT sponsor firm whose offerings are also found on the Kay Properties marketplace. This podcast features the head of investor relations, Karen Brown, and Sam Simino, head of acquisitions as they describe the new Cove Essential Net Lease Portfolio 90 DST.
More than 150 accredited investors from across the United States showed up for the Kay Investor Day investment conference, hosted by Kay Properties & Investments, a leading national real estate investment firm specializing in Delaware Statutory Trust (DST), 1031 exchange and 721 UPREIT offerings. Hosted in Torrance, CA, the Kay Properties Investor Day conference brought together all the key pieces of the 1031 Exchange puzzle – accredited investors, Kay Properties' team of DST specialists, and top DST and 721 UPREIT real estate sponsors, creating an afternoon of expert insights and market intelligence. This video highlights opening comments by Kay Properties & Investments founder and CEO, Dwight Kay. Kay Investor Day Conference Highlights The Kay Properties Investor Day Conference included the following highlights: ● Expert-Led Panel Sessions: Attendees heard from multiple panel sessions featuring leading DST and 721 UPREIT sponsor companies. These sessions covered the latest trends, investment strategies, and market dynamics shaping the industry. ● DST Sponsor Company Evaluation Workshops: The Kay Properties & Investments team hosted dedicated sessions on how to evaluate and select the right sponsor for their 1031 exchange needs. These workshops provided an inside look at how Kay Properties & Investments conducts due diligence on DST and 721 UPREIT offerings. * ● Exclusive Insights: Attendees were able to learn about how to utilize the www.kpi1031.com marketplace platform to access 1031 exchange DST and 721 UPREIT offerings from over 25 different DST sponsor companies, as well as direct cash opportunities, including Opportunistic & Income-Oriented Funds, Real Estate Credit Funds, and NNN Lease Development Offerings.
In recent years, non-traded and perpetual life REITs (REITs that don't have a predetermined termination date, allowing them to operate and reinvest capital continuously without a forced dissolution) have emerged as attractive vehicles for real estate investors, especially within the 721 UPREIT DST structure. While these vehicles offer tax-deferred exchange benefits and diversified exposure to real estate, investors must scrutinize several key financial metrics to avoid hidden pitfalls.
Kay Properties reviews scores of new DST and 721 UPREIT offerings and DST sponsor companies each year. We take our due diligence process very seriously, ensuring that each potential offering is strictly vetted before it is allowed to be posted on our www.kpi1031.com marketplace. Our goal is to provide our clients with thoroughly reviewed investment opportunities, allowing them to make informed decisions when considering Delaware Statutory Trusts (DSTs) and 721 UPREIT investments. As we consider a DST or 721 UPREIT offering and/or a sponsor firm, we use some very specific items within our due diligence process.
One of the most important questions Delaware Statutory Trust real estate investors need to ask themselves is, “What is my long-term, exit strategy?” One option that more and more investors are interested in is what's called a 721 Exchange UPREIT.
Learn why the Small Bay Industrial asset class is gaining in popularity among Delaware Statutory Trust investors.
As one of the nation’s leading expert real estate investment firms specializing in Delaware Statutory Trust investments, Kay Properties is regularly asked about the nuances and strategies surrounding Delaware Statutory Trust investments for 1031 exchanges or direct cash investments.
Listen to some of Frequently Asked Questions investors ask regarding Delaware Statutory Trusts and 1031 exchanges. This is a must hear episode for anyone interested in learning more about Delaware Statutory Trust investments.
One of the most asked questions we hear from investors is “What are my options for a 1031 Exchange?”
Kay Properties Essentials podcast takes a close look at this questions, and what are the most common strategies for 1031 exchange investors.
Kay Properties & Investments President, Chay Lapin, reviews the debt-free Texas Small Bay 85 DST for 1031 exchange and direct cash investors.
The 68,400 SF asset was constructed in 2000 and is a 100% leased multi-tenant flex/industrial asset located in the coveted northwest submarket of San Antonio, Texas.
One of the most important questions Delaware Statutory Trust real estate investors need to ask themselves is, “What is my long-term, exit strategy?” Most Delaware Statutory Trust (DST) investments are typically held for approximately 5- 10 years (although it could be shorter or longer). After that, the DST investment will typically go “Full-Cycle”, a term used to describe a DST property that is purchased on behalf of investors and then after a period of time is sold on behalf of investors. Once your DST investment goes full-cycle, investors need to evaluate what their next investment move should be. For example an investor could simply cash out and pay the capital gains and other taxes, enter another 1031 Exchange process, or complete a 721 Exchange UPREIT.
For real estate investors considering Delaware Statutory Trust (DST) investments—whether for a 1031 exchange or as a direct cash investment, it is important to define your investment strategy. For example, are you looking for an investment where you have the abilitiy to potentially generate greater monthly net operating income, or are you more interested in a steady income stream over a long period of time. These two investment strategies are often called the “Anchor and Buoy” investment theory.
DSTs are uniquely suited to help investors potentially achieve the benefits of both strategies, potentially offering the stability of an anchor with the growth opportunities of a buoy.
In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today. However, one the best ways to maximize this real estate investment strategy is by first understanding some of the benefits and risks of the Delaware Statutory Trust.
This recording will jump right into specific advantages and disadvantages associated with DST 1031 exchanges and provide a comprehensive look into this popular investment strategy.
Navigating the nuances of 1031 exchanges can be confusing for real estate investors, especially when it comes to understanding the concept of debt replacement. In today's podcast, Kay Properties' Senior Vice President's Matt McFarland and Carmine Galimi take a deep dive into why many investors love the Delaware Statutory Trust for replacing 1031 Exchange debt.
This podcast features two actual investors who share how they turned to Kay Properties and Investments when they decided to exit the world of active management of their multifamily real estate portfolio and the the "Terrible Three T's: Tenants, Toilets, and Trash".
*These testimonials may not be representative of the experience of other clients. These clients were not compensated for their testimonials. Please speak with your attorney and CPA before considering an investment.
Real estate investors love Delaware Statutory Trusts for their 1031 exchanges because they can potentially provide investors the opportunity to defer capital gains taxes, eliminate active management responsibilities, and achieve the potential for regular monthly cash distributions. However, the first step to using the DST 1031 exchange real estate investment strategy is to first understand the pros and cons of the Delaware Statutory Trust.
Jason Salmon, Executive Vice President and Managing Director along with Orrin Barrow, Senior Vice President with Kay Properties jump directly into very specific advantages and disadvantages of Delaware Statutory Trusts and provide listeners a comprehensive view into this popular investment strategy.
Key Takeaways:
- Why are Delaware Statutory Trust 1031 Exchanges growing in popularity?
- What are some of the potential benefits of Delaware Statutory Trust 1031 Exchanges?
- What are some of the risks of Delaware Statutory Trust 1031 Exchanges to consider?
- What are Some Examples of Delaware Statutory Trust Properties?
- Frequently Asked Questions Regarding the Pros and Cons on Delaware Statutory Trust Properties
A Closer Look at Essential Net Lease 81 and San Antonio Multifamily 74 DSTs
Chay Lapin, President of Kay Properties & Investments describes two new debt-free Delaware Statutory Trusts offerings that include the Essential Net Lease 81 DST and the San Antonio Multifamily 74 DST.
One of the more complex strategies 1031 exchange investors should be aware of is the Zero Coupon DST 1031 Exchange.
Listen to Kay Properties Senior Vice President Alex Madden and Vice President Tim Emanuel describe how investors can use the Zero Coupon strategy for the Delaware Statutory Trust 1031 exchange.
It’s been called the greatest wealth transfer in history - It is estimated that $84 trillion in assets is set to change hands over the next 20 years. Not surprisingly, real estate accounts for the vast percentage of this wealth.
The Delaware Statutory Trust can be a great tool for helping investors preserve their wealth and pass their assets to the next generation.
Kay Properties & Investments senior vice presidents Alex Madden and Matt McFarland explain exactly how Delaware Statutory Trusts can help investors with wealth preservation.
One of the most important questions Delaware Statutory Trust real estate investors need to ask themselves is, “What is my long-term, exit strategy?” Most Delaware Statutory Trust (DST) investments are typically held for approximately 5-10 years (although it could be shorter or longer). After that, the DST investment will typically go “Full-Cycle”, a term used to describe a DST property that is purchased on behalf of investors and then after a period of time is sold on behalf of investors. While the two most common exit strategies for DST investors include cashing-out and paying taxes or continuing with another 1031 Exchange, a third optiion exists for investors in the form of a 721 UPREIT.
What is a 721 UPREIT Exchange?
The term “UPREIT” is short for Umbrella Partnership Real Estate Investment Trust, which is an operating partnership subsidiary of a REIT that holds and operates real property. Section 721 of the Internal Revenue Code allows owners of real estate property to contribute, on a tax deferred basis, their physical property to a partnership, in exchange for interests in the partnership ( a 721 Transaction). This structure allows holders of real estate to exchange real property for economic interest in the REIT in the form of operating partnership units by contributing that property to the partnership in a 721 Transaction. The operating partnership units have economic rights that are identical to the rights of the shares of the REIT, and after a designated holding period can be, if the investor chooses to, converted into shares of the REIT (in a taxable transaction) for liquidity purposes. Investors seeking to defer capital gains taxes while increasing diversification in real estate should consider using a 721 Exchange to realize the several potentail benefits that are explained in this informative podcast episode by Kay Properties.
Listen to Kay Properties & Investments Chay Lapin discuss in detail three current offerings available from Kay Properties.
These offerings include:
Offering Number One:
A debt-free multi-tenant retail location in Birmingham, AL. This offering is called Eastwood Village Opportunity 71 DST and includes a portfolio of discount retail locations located in Birmingham, AL. This 130,056 square foot retail offering is 96% leased and includes national tenants as Ross, Five Below, Office Depot, Michael's, Party City, and more. The asset sees 78,000 vehicles per day and 3.4 million people visiting the center annually.
Offering Number Two:
A debt-free multi-tenant flex asset located in Fort Bend County, a suburb of Houston. This asset, called Rogers Business Park DST is a newly constructed facility that currently is 99% leased to a wide range of tenants including retail, restaurants, business offices, and warehouse space.
Offering Number Three:
A senior preferred equity real estate fund offering. This direct cash investment currently has a portfolio of more than 1.9 million square feet throughout 24 buildings across five Southeastern states. This fuknd is offering a senior preferred equity offering whereby fresh capital holds a senior position to the current portfolio owners equity.
Real estate investors have three options when purusing a 1031 exchange. First, they could simply exchange into a similar property as they relinquished with the intent on continuing to actively manage the asset. Second, they could directly purchase a NNN property that they would also manage on their own. Third, invest in a Delaware Statutory Trust where they would enter as 100% passive management role and potentially receive regular monthly dispursements.
In the world of real estate investing, one of the biggest potential risks that investsors face is the use of debt. Lender foreclosures, cash flow sweeps, and refinancing challenge are just a few of the risks associated with debt.
Kay Properties specializes in helping investors mitigate risk through debt-free Delaware Statutory Trust properties. Here more about Why Delaware Statutory Trust investors should consider debt-free real estate investment offerings.
Delaware Statutory Trusts offer investors the opportunity to enter a 100% passive management role. That means no more "tentants, toilets, and trash", late night phone calls, or thorny tenant disputes. This becomes an especially attractive option for those investors who have spent 20, 30, or even 40 years actively managing their investment real estate assets.
Unfortunately, some investors decide go down the road of buying a triple net lease property on their own, thinking this option will provide them a passive management role. However, owning NNN properties is definitely not a passive role, and in many cases, can be riddled with problems. That's why many of our clients come to us when they are looking for a 100% passive investment.
Many rental property owners decide they are tired of actively managing their investment real estate, and decide to sell. The problem is that very often these assets have appreciated greatly in value, and there is a hefty capital gains tax bill associate with the sale. That's why many investors opt to pursue a 1031 exchange.
However, the problem with the 1031 Exchange is the associated timeline: 45 days to identify a property, 180 days to close on said property. Usually, it's that initial 45-day identification period, which includes weekends and holidays, because it goes very, very fast. So it can be very tough for investors to put a property under contract. That's where the Delaware Statutory Trust is used as a reliable backup strategy.
Kay Properties and Investment's Delaware Statutory Trust experts, Matt McFarland and Alex Madden examine the mechanisms for using Delaware Statutory Trusts as a debt replacement strategy for 1031 exchanges.
In this episode, Kay Properties Senior Vice Presidents Matt McFarland and Alex Madden discuss why there is a commercial real estate debt crisis, how it's affecting real estate across the country, and why debt-free investing is quickly growing in popularity.
Listen to Steve Haskell and Matt McFarland, two Senior Vice Presidents with Kay Properties as they discus the dangers of over-concentration in real estate investing, and how Delaware Statutory Trusts can help investors potentially create a potentially more diversfied real estate portfolio. While diversification does not guarantee profits or protects agains losses, being able to establish a portfolio with multiple asset classes across multiple geographic regions is one of the benefits associated with Delaware Statutory Trusts.
In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today. One of the best ways to maximize this real estate investment strategy is by first understanding the pros and cons of the Delaware Statutory Trust.
In this podcast, Dwight Kay, Founder and CEO of Kay Properties and Investments jumps right into three specific advantages and three disadvantages associated with DST 1031 exchanges and provide a comprehensive look into this popular investment strategy.
Many real estate investors looking for quality DST investment opportunities come to Kay Properties and Investments’ online 1031 exchange and real estate investment marketplace located at www.kpi1031.com. What sets Kay Properties & Investments apart is the focus the firm places on educating investors about the risk factors in DST investments. Listen to Dwight Kay, founder, and CEO of Kay Properties describe in this podcast how Kay Properties has created one of the largest 1031 exchange and real estate investment online marketplaces in the country that generates some of the largest DST 1031 investment volumes in the United States. While most real estate investments made on the Kay Properties platform are for DST 1031 exchange replacement properties, the online marketplace is also drawing significant attention from direct cash investors as well. The reasons why investors choose to invest in DST properties as a purely discretionary cash investment are many, but two of the of the most common include: 1. Investors use DST properties to diversify out of the stock/bond markets while also deriving a tax-advantaged potential income stream. 2. Investors who are considering selling a large investment property over the coming months and or years often find potential value in investing a smaller amount of direct cash into a DST on kpi1031.com as a “test” investment. This way when they do have a large 1031 exchange coming, they have had real experience with DSTs and Kay Properties.
Created for ease of use and efficacy, the kpi1031.com online marketplace is considered by thousands of investors a best-in-class robust platform that connects high-net-worth investors with quality real estate offerings. The platform is also a place for Delaware Statutory Trust sponsor firms to connect with tens of thousands of high-net-worth investors seeking to deploy capital into real estate offerings.
For investors seeking DST investment opportunities, this online marketplace has created a perfect match for all sides of the 1031 exchange and real estate investment equation.
Kay explained that in addition to being able to review DST opportunities online, investors can also receive a free physical listing menu, called the “1031 Exchange DST Property Menu” where they can view the current DST investment opportunities available.
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.
About Kay Properties and www.kpi1031.com
Kay Properties is a national Delaware Statutory Trust (DST) specialty firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 200 years of real estate experience and have participated in over $30 Billion of DST 1031 investments.
In this week’s episode, Kay Properties and Investments Senior Vice President Alex Madden joins Vice Presdient Brent Wilson to take a wide view of the Delaware Statutory Trust and how it has been used by investors over the past several of decades.
Steve explains that it's important to realize that investors have been using Delaware Statutory Trusts for 1031 exchanges since the '60s and '70s although back then it was largely done with a letter from an investor's CPA or an attorney saying, "We believe that this is eligible for 1031 exchange." It wasn't until 2004, the IRS actually put this in the internal revenue code, the Revenue Ruling, 2004-86, where the IRS officially blessed off on DSTs as eligible for 1031 exchange.
Listen to this facinating look at how the Delaware Statutory Trust has evolved and grown throughout the years, and how current economic conditions are impacting how investors are using Delaware Statutory Trusts for their 1031 exchange.
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
Kay Properties and Investments President, Chay Lapin joins Vice Presdient Keith Cawley to examine just what are the investment possibilities for investors seeking a truly passive real estate investment.
Many 1031 exchange investors want to explore the notion of a passive real estate investment vehicle. Typically, these investors have two roads to go down as they search for passive real estate investment options. The first one includes buying a property that has a single tenant with a net lease structured commitment. This strategy is indeed considered a passive type vehicle, because it's more hands off than let's say, you managing your single family rental or your multifamily building or your multi-tenant commercial building. However, these types of assets are not always a purely passive investment.
The other option for investors seeking a passive real estate investments includes Delaware Statutory Trust investments. Delaware Statutory Trust investments are truly only pure passive real estate investment for 1031 exchange investors.
Kay Properties and Investments Managing Director and Executive Vice Presdient Betty Friant joins Senior Vice Presdient Matt McFarland to unpack triple net properties.
The topic of NNN properties comes up frequently, especially when speaking with passive real estate investors. Because there are multple options for investors who are seeking passive investments, we want to take a closer look at just how the triple net properties fits into the DST space, and secondly, what investors in a 1031 exchange should be thinking as they consider various passive real estate investments.
Listen to Delaware Statutory Trust experts Alex Madden, Senior Vice President, and Orrin Barrow, Senior Vice President as they review the significance of Delaware Statutory Trust Asset Class Rejection.
Specifically, they will be discussing:
✔️What exactly is an asset class for real estate and Delaware Statutory Trusts?
✔️ Why is asset class rejection important when investing in Delaware Statutory Trusts?
✔️Consider some of the risks of senior care assets in Delaware Statutory Trusts.
✔️Potentiall risks associated with student housing Delaware Statutory Trusts.
Here are some highlights and time stamps from the recording:
4:26 – What are Asset Classes?
8:29 – Why Certain Delaware Statutory Trust Asset Classes Are Rejected?
12:41 – Inherent Risks of Senior Care Delaware Statutory Trusts
16:41 – Risks Associated with Hospitality Delaware Statutory Trusts
19:16 – Risks Associated with Student Housing Delaware Statutory Trusts
25:32 – Risks Associated with Oil and Gas Delaware Statutory Trusts
Kay Properties and Investments Matt McFarland Senior Vice President and Tommy Olson, Vice President discuss a very specific case study on a recent 1031 exchange transaction completed by a family out of Northern California. The goal of this podcast is to provide insight into how decisions were made and the background of why this family decided to choose the DST investment structure and how the investment process was approached and eventually completed.
Listen to the Delaware Statutory Trust experts from Kay Properties and Investments, Steve Haskell, Senior Vice President and Thomas Wall, Senior Associate as they review the differences between Delaware Statutory Trusts, Real Estate Funds, and LLCs.
They will be discussing:
- What are the differences between DSTs, Funds, and LLCs.
- Why DSTs are used for 1031 Exchanges, and Real Estate Funds are not.
- Why Real Estate Funds are used for investors looking for potentially greater cash flow.
- How are returns calculated differently in a DST and Real Estate Fund?
- Why not all Real Estate Funds look alike and why are they different in makeup than DSTs?
Recently, Kay Properties founder and CEO, Dwight Kay, sat down to discuss some of the most commonly asked questions investors ask about Delaware Statutory Trusts and 1031 exchanges. The interview was recorded and transcribed so investors can have easy access and use it as a reference for their own Delaware Statutory Trust and 1031 exchange questions.
Because Dwight Kay is a nationally recognized expert on Delaware Statutory Trusts, and is considered to be the first person to have authored a book exclusively on Delaware Statutory Trusts and 1031 exchanges, this is a “must-read” interview for any potential investor and is a straight-forward and informative insight into some of the most frequently asked questions regarding Delaware Statutory Trusts.
Key Takeaways:
- What is a Delaware Statutory Trust (DST)?
- How does the Delaware Statutory Trust Differ from a Tenant in Common (TIC) Investment?
- Are Delaware Statutory Trusts Eligible for 1031 Exchanges?
- How are the proceeds from Delaware Statutory Trusts calculated?
- What are the typical hold periods for Delaware Statutory Trust properties?
Recently, Kay Properties founder and CEO, Dwight Kay, sat down to discuss some of the DST real estate properties his firm has made available for accredited investors for their 1031 exchange or direct cash investment. While the specific properties outlined are now fully subscribed, they represent good examples of DST properties that are available on the www.kpi1031.com marketplace and examples of typical DST real estate investment options for 1031 exchanges.
Recently Kay Properties' senior team of Delaware Statutory Trust experts Jason Salmon, Executive Vice President and Managing Director, Jason Salmon, and Senior Vice President, Matt McFarland sat down to discuss the history of the Delaware Statutory Trust.
Make sure to register here for Free Access to 1031 Exchange Delaware Statutory Trust listings.
In this episode, Jason and Matt will be discussing the following:
✔️How the 1031 exchange laws were formed out of Revenue Ruling 2004-86?
✔️What exactly is the Delaware Statutory Trust structure?
✔️What is meant by "Passive Ownership"?
✔️How Delaware Statutory Trusts can help with estate planning?
✔️DSTs vs. TICs . . . What's the Difference?
Matt McFarland:
Thank you to all of our listeners. We really appreciate you carving out a few minutes of your Friday to tune into DST Essentials with Kay Properties. This is a series we've hosted for many months now, where we dive into many of the recurring themes and nuances, specifically as they relate to the DST 1031 Exchange investment process. For those of you who have listened in, in prior episodes, you know that this is more of a laid back conversational format, where myself or one of our other team members will interview one of the many members of the Kay Properties team, who each bring their own valuable and unique insights, formed by their vast 1031 Exchange transactional experience. So I'm very, very excited to continue this series today. But before we jump in, I want to give just a little bit of information about Kay Properties.
Kay Properties is the National Delaware Statutory Trust or DST Investment Firm. The www.kpi1031.com platform provides access to the marketplace of DSTs from over 25 different DST sponsor companies. This includes custom DSTs only available to Kay clients, as well as, on occasion, active DST secondary market listings. The Kay Properties team members collectively have over 130 years worth of real estate experience, are licensed in all 50 states, and have participated in excess of 30 billion dollars worth of DST 1031 investments. Today, I'm very excited to have Jason Salmon on the call with me. Jason is an Executive Vice President and managing director that heads up our New York City office. Jason brings over 20 years worth of commercial real estate and financial advisory experience to the Kay Properties team. Throughout his career, Jason has been involved in a wide range of industry roles, all contributing to his deep understanding of real estate investments.
Most notably, Jason was a founding member of a REIT and leverages his expertise to provide valuable insight to his clients when it comes to various DSTs and other private equity real estate investments. And today, I'm actually really excited about the topic we're going to be covering today. We're going to be kind of covering the history of the DST industry, going all the way back to the very beginning to where we are today, to provide a little bit of context and clarity, in terms of what this is all about. And honestly, I couldn't think of anyone more qualified to unpack this for us than Jason Salmon, a long time industry veteran. So without further ado, Jason, thanks for being with us, and welcome to the call.
Jason Salmon:
Thank you. It's good to be here, and we'll have a good chat.
Matt McFarland:
Looking forward to it. So let's start from the very beginning. How did this whole thing begin?
3:27 – The Start of the Delaware Statutory Trust and 1031 Exchanges
Jason Salmon:
So the whole thing, so there's a few things here. Let's bring it back to now. We know DST's predominantly our 1031 vehicle. That's a big motivator. It's fractional ownership. These are fairly large properties being purchased, run, managed, and then, sold by large companies. Pulling back then and answering your question, well, how did it all start? The 1031, on one hand, helps owners of investment real estate potentially defer taxes by buying other investment real estate. We could do that. It has nothing to do with DSTs, doesn't have much to do with us or even this call. People can do that completely and have been for a really long time. The 1031 or the like kind exchange has actually been on the books. If we're talking about history, it's been on the books for over a century, in one way, shape, or form.
The modern era of the 1031 Exchange kind of came into its current form in 1979, where some timelines and structural things were put in place, but it didn't really have much to do with DSTs or what we're going to really dig down into. But that's how we came to be where we are. I could give a tongue in cheek answer, which I will anyway. Since the dawn of time or closely thereafter, when people wanted to make a claim on their ownership of real estate, that's how it happened. And here we are today, but be that as it may, for the modern times we're living in, for investment real estate, there were ways for United States landowners and property owners to be able to defer taxes, by buying like kind property. Now, the Delaware Statutory Trust, DSTs, it's a trust, they, in themselves, in that format, have been around for much longer than what we're specifically talking about right now.
Because what ended up happening was, through a series of petitions, basically, folks in this industry determined, wrote to the IRS, ultimately getting what was called Revenue Ruling 2004-86. So that basically said, at that time, that the Delaware Statutory Trust structure was eligible to 1031 Exchange in and out. So what about the Delaware Statutory Trust structure? Well, it allows for passive ownership, group ownership of larger properties. And I'll stop there, because there's other forms of it. And tenants in common, tenants in common ownership has existed for a real long time also. But what made it eligible for 1031 Exchange also occurred in the early two thousands, but it had been around for longer. Private equity real estate, so group ownership of real estate deals. We've all heard stories of friends and family get together, and they own a property together. It's not unlike that.
But this is not friends and family. It could be, to some extent. It's just really gone on a much, much larger scale. And oh, by the way, people probably have heard about REITs, real estate investment trusts. Those actually came to be through, on the tail end of a cigar tax bill in 1960, which tried to find a way for common investors, rather than institutions, to be able to have a seat at the table and own larger pieces of real estate and/or accrue, accumulate portfolios of that real estate. So while REITs are not eligible for 1031 Exchange, through the Revenue Ruling 2004-86, that's where the DSTs come into play, and there's certainly some nuance to it. But if you're on this call, we try to educate. We're having a nice talk, but I also encourage any of you, for clarification on this subject matter, to call your Kay Properties registered representative. Because every one of us will be able to walk you through these things. So hopefully, that gives a little bit. I know we kind of bounced around a little bit there, but hopefully, that answered your first question.
Matt McFarland:
No, that was really helpful, and I appreciate you framing everything within the realm of the 1031 Exchange. Because that's really important, obviously, to the eventual revenue ruling that landed in 2004, which allowed for this structure to officially qualify, per the IRS, for multiple ownership or group ownership real estate within the confines of a 1031 Exchange. And that a lot of people believe that that kind of evolved out of the TIC space, the tenant in common structure, where multiple owners can together own an undivided interest on a property, similar to a DST.
And so, the DST kind of seems to be the new and improved version of the TICs, in a lot of ways. So want to ask two questions there. Is there anything more you would want to add on top of the interrelatedness of the TIC and DST structures and format? And then, two, kind of the next push here, I want to talk and ask your opinion on how you've seen the DST space change and evolve. So we're up to the early two thousands here. What have you seen take place, being in and around the industry from the early two thousands all the way through to today?
9:57 – DSTs vs. TICs
Jason Salmon:
I'll answer your first question within the second question. How's that? We'll be efficient. I think that the most important thing to understand is that what I'll just call group ownership implies that somebody is not doing it themselves. So for those that are just doing it themselves, it's not so much part of the conversation, but when it comes into the group ownership, the question is, "How much are you on the hook for? How much do you really need to do still, because you're a part of it?" And that'll make a lot more sense with what I'm about to say. So if you go back historically, and Matt, you just referenced it, the TIC, the tenant in common, TIC, tenant in common ownership, that was what was adopted early as far as group ownership for people that didn't have to do it themselves anymore, but still wanted to find the opportunity to conduct a 1031 Exchange and have the guidance from the IRS and all that stuff.
So that was prevalent. So let's just talk about the TICs, just very high level stuff, that the tenants in common can have up to 35 investors, very specific as to how that's set up. But likewise, there's some other things structurally in there, capital calls or cash calls there, if there's a mortgage on it, then many times, you might have to put your name on it and sign over some of your collateral against it. And those are just some structural things. And then, generally, as far as a tenant in common will go, a lot of times, you also have to have consent amongst each of the ownership. And so, that, in and of itself, many people could find it advantageous. And what happened though, at least in what we do, what I would consider a lot of people would call it institutional evolved a little bit once the DSTs, the Delaware Statutory Trust started gaining the popularity throughout the two thousands, a shift occurred.
I would actually say post-Great Recession. So once everything was kind of coming out of that time, that lasted 08, 09, 10, 11 even, maybe 2012, what you saw in the marketplace, again, the market itself is a much larger thing, but for where we dwell, a lot of the firms that we work with, the asset managers were moving towards the Delaware Statutory Trust. And a lot of these companies were doing the tenants in common. They just made the change. We will now, occasionally, see tenants in common deals, as it relates to our kind of space, but not as often as in the old days of it. So DSTs kind of came about and then, just started gaining momentum. But I'll tell you, I'll go further with your question, Matt. It's that, so first, with the DSTs, I gave you a couple tidbits about the TICs. With Delaware Statutory Trust, you can have hundreds of investors. It never really gets to that point. Totally passive. There's certain things that can and can't be done. The financing would typically be non-recourse, and it is a passive investment.
And for whatever it's worth, maybe it was the marketplace itself or maybe it was just the structure, but say, from 2012 through 2015, 16, I think that appeared to be kind of a ramp up period for the space. Maybe it was just transactional, but it's just how kind of things go with adoption and understanding. I frankly think our company had a lot to do with it, because of things like what we're doing right now, education, just learning about things, getting perspective. And I think that 2017 and 2018 and 2019 were kind of up and up years, as industry reports would've shown, to the tune of billions and billions and billions of dollars. It's significant. And we all know that 2020, at the beginning, couple speed bumps, but by the time the middle or latter part of that year, and certainly 21 and 22, this industry, as far as I can recall, went over 10 billion dollars, with a B, annually. That is something, and here we are today. And I'll leave it there. So hopefully, I answered those questions.
Matt McFarland:
I think that was really helpful and kind of contextually as DSTs and kind of the modern day DST industry kind of evolved out of the early TIC days, I think, is a relevant point. So I appreciate you walking us through that, Jason. And yeah, it's been amazing to see, even in my tenure here, over the last five and a half, almost six years, just how much this space has really grown. And I think there's a lot of room for potential growth as well, as we're positioned today. So that's kind of the last question that I want to talk with you about, Jason. More just high level is, what are some of your observations, even now, in terms of looking across the industry? And where do you see this going? Obviously, we don't have absolute certainty with anything. But any observations and maybe just looking forward to the future, where do you see some of those opportunities coming to fruition, if you will?
16:45 – Industry Observations and Opportunities
Jason Salmon:
Yeah, well, let's take a step back, and then, let's take a step forward. Just piggybacking on the last statements that we were making, just about the history in the last few years, understand that there are different pieces of the industry. Let's try to keep it as simple as we can. There's the mechanics of the 1031 Exchange, and a lot of people are doing 1031 Exchanges or this stuff. This stuff is the DSTs and private equity real estate as a category. But the asset managers, the sponsors, these are companies that are going out, like I had mentioned a few minutes ago, they're buying real estate deals that they feel that they can get behind. They come to our firm with their deals. Depending on the deal, we may or may not offer it to our clients. And the deals are dependent on their own investment strategy. They being the asset managers.
And so, over the past few years, as these things go, we've seen more asset manager. I can remember years ago, just a lot of times, fielding calls from asset managers, that are like, "Well, how can I get into this?" And there is a high barrier to entry to be an asset manager, to be a sponsor of DSTs, in that you've got to have a bit of history and experience with it. These are securities. You have to know about that stuff, and you have to dwell within the confines of those important things that have to be done. And then, the real estate part. So I've seen more sponsors get into the space. I've seen plenty more want to and not, but I've seen them get into the space. We've seen them bring more deals out and through, and it sort of ebbs and flows. Historically, I remember that, say, 10 years ago, there might have been five to 10 deals.
There could have been more, but I'm saying, for the, let's just call it mainstream space, if you can really call it that. And then, I've seen times, years ago, that there could have been 60, 70 DSTs at a time out there, and they're all just going. They're going, and there's a little something for everyone. And then, the part where we come in. So for us, we are working with accredited investors, trying to work with you to figure out which real estate deals, as DSTs, first, having you understand all the aspects of what it is, what we've been talking about here, and understand what you might be getting into from a real estate standpoint, as well as the risks, every single time. And so, I've even seen, historically, more companies and people that do what we do. And it's interesting, because we've also seen companies and deals and people that do what we do not anymore.
And that's fine. And so, it's all about the real estate deals. You want to want to feel good about what you're getting into. You want to work with a group and with people that I think are listening to what you're saying, know about what it is that we're getting into. That's just the name of the game. So where I'm going with this is, going forward, I think the great thing is that we have been consistent as a company to be able to give that perspective about it. There's not a lot of surprises. Although, like you just said, nobody can tell the future, that's for sure. And we'll certainly be the first to admit to that. But what we want to do is we want to try to be as matter of fact about the entire process as possible. And I see, going forward, clearly, the greater economy also kind of waxes and wanes, in both sentiment and also attachment to other things, like policy and politics and world events.
But here's what it really comes down to. If you're an investor and an owner of investment real estate and you eventually want to do a 1031 Exchange, but you just do not want to deal anymore with the very labor intensive aspects of it, or even not so much labor intensive, just to be an asset manager, as a private investor, you just might not want to have to deal with the real estate brokers and timing the market and what's next and all that. And I think it makes a case for DSTs for the right people. And I don't see that going away anytime soon. It's been really consistent. I think the biggest thing about the DSTs and their ability to help people is the ability for people to understand them and have the patience to understand them and not think automatically, "Well, this is just bigger business than I really want to get into or think about."
Most of our clients are your everyday next door millionaires, that have accumulated a modest real estate holding. Could be a single property or could be several, it could be small property, could be big property, but they're the ones that want to be able to utilize the 1031 Exchange. They're thinking about their future. A lot of times, they're beneficiaries. Sometimes, maybe just their own next 10 or 20 or 30 years or hopefully more. And that's where we come in. I think it's where the DSTs come in. So I see it going with the market continually. And as more people come to understand it and feel comfortable with it, I don't see any stopping for its popularity. I think it's just a matter of understanding and getting more people to know it.
Matt McFarland:
I think that was very, very well said, Jason. One other aspect I want to highlight is, yes, we have seen many more sponsors. We have seen many more offerings. And in a growing industry, that is mostly a good thing. More sponsors competing with one another to bring out viable products that could appeal to a group of investors is usually a good thing. But with that are, I believe, there's the greater importance to really understand, not just that sponsor and where they came from, but the performance of specific property types and specifically how they've played out over time in the context of a DST. And that's where, I think, the value really comes in with working like a firm, like a Kay Properties. Our founders started in the space in 07. Kay Properties, it was incorporated in 2010. So we've been around the space for a long time.
We've seen which companies have performed, which companies haven't, which property types have performed, which haven't. And ultimately, to Jason's point, it's really seeking that education first, being patient with the education to, first and foremost, figure out if this is a viable strategy. And for a lot of investors, who have a mass to modest real estate portfolio, who are getting to the point of their life that they want to consider selling, but ultimately, moving into more of a passive ownership structure, the DST could be a really good fit for them. But it's, first, really understanding that the nuances, the ins and outs, and determining which is kind of an appropriate portfolio, as it relates to that individual's specific situation. So I think that was all very well said, Jason. And I appreciate all the insight you brought to us, with respect to the history. I think it's really important for our listeners to understand where this has all come from and where it's ultimately headed. Is there anything you want to state here as we close the call out today?
Jason Salmon:
No, it's been a pleasure. I've enjoyed it. This is, again, what anybody on this call will get by calling their Kay Properties registered rep. It's a conversation about this stuff, only a lot more interactive. But yeah, this is what it's about. It's been great. I'm glad we were able to chat about this, and as long as hopefully, it helps gain a better understanding of what it's all about, then we've served our purpose.
Matt McFarland:
Completely agree. And with that, I want to thank all of our listeners for your time today. We do host this call live every Friday at 11 o'clock Pacific or two o'clock Eastern. So please do join us next week on DST Essentials with Kay Properties. And with that, I wish everyone a wonderful rest of your Friday and a fantastic weekend ahead. And we look forward to speaking to each and every one of you very soon. Thanks everyone, and take care.
DST 1031 properties are only available to accredited investors, which are generally described as having a net worth of greater than $1 million, not including primary residence. And accredited entities, which are generally described as either an entity which is owned entirely by accredited individuals or an entity with gross assets of greater than $5 million. If you're unsure whether you are an accredited investor or if you have an accredited entity, please verify with your CPA or attorney. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase securities, DST properties or real estate. Such offers are only made through a private placement memorandum or PPM, which are solely available to accredited investors and those with accredited entities.
Securities are offered through FNEX, Member FINRA and SPIC. FNEX and Kay Properties are separate entities. This material is not to be interpreted as tax or legal advice, so please speak with your own tax and legal advisors for guidance regarding your particular situation. There are risks associated with investing in real estate and Delaware Statutory Trust or DST properties, which include but are not limited to the loss of entire investment principle, declining market values, and in vacancies and illiquidity. Investors should read each PPM carefully before investing, paying special attention to the risk section. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor, so please speak with your CPA and attorney to determine whether an investment in real estate or DST properties is suitable for your particular situation.
Past performance is not indicative of future returns, so potential cash flows, returns and appreciation are not guaranteed and could be lower than anticipated. Thank you everyone for listening in. Now I'd like to turn the call over to Tommy Olsen, Vice President with Kay Properties and Investments.
Kay Properties & Investments DST Essentials Podcast on the DST Full Cycle Process Listen to Kay Properties along with Carmine Galimi, Senior Vice President and Brent Wilson, Vice President for a podcast discussing in-depth the Delaware Statutory Trust full cycle process.
We will be discussing: * Full Cycle: Overview of what the DST life cycle means for Investors * Hold Periods: Rundown of the DST variables and nuances which affect the process of selling * Leveraged vs. Debt-Free DSTs: Held time expectations for investors * DST Investor Process
Join Kay Properties along with Matthew McFarland, Senior Vice President and Tommy Olsen, Vice President for a podcast on Delaware Statutory Trust liquidity and Exit Strategies.
What We Will Be Covering: * Various DST Exit Strategies * DST Hold Period Expectations * DST Secondary Market Transactions * Estate Planning
Listen to the DST Essentials with Kay Properties along with Betty Friant, Executive Vice President & Managing Director and Matthew McFarland, Senior Vice President for a podcast diving into a few tips on building a crisis resistant real estate investment portfolio.
We will be discussing:
- The Importance of Diversification
- Asset Class Rejection
- Various Real Estate Access Points
- The Significance of Avoiding Leverage if Possible
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.
Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 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 and Senior Vice President Alex Madden Sit down to discuss the latest inflation and price hikes happening within the market right now. What should investors be aware of over the next few months? Steve and Alex provide insight into what’s currently happening in the DST market.
Key Takeaways:
[1:05] Risks and disclosures.
[3:20] A little bit about Kay properties.
[4:15] Steve introduces Alex and today’s topic.
[5:10] At the end of the day, neither Steve or Alex will know what the federal reserve will really do.
[6:15] What’s happening with real estate inflation ‘on the ground’?
[8:15] Real estate owners are seeing their property values rise.
[13:15] Real estate is slowly being owned by an economic class that doesn’t need to sell (private institutions).
[17:05] What are Alex’s thoughts on what’s happening in the market and how it ties into the DST market values?
[24:45] DST offers something very important during uncertain times and that’s diversification.
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.
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.
Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 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 Matt McFarland and Senior Vice President Orrin Barrow talk about some of the common challenges or hurdles new investors face when they begin their DST journey. Orrin adds some additional perspective for new investors interested in entering this space for the first time.
Key Takeaways:
[1:05] Risks and disclosures.
[4:00] A little bit about Kay properties.
[4:45] Matt introduces Orrin and today’s topic.
[6:10] There are three main players involved in a 1031 exchange into a DST.
[8:00] DSTs are a lifestyle change.
[10:55] What are some of the DSTs hurdles that investors need to be aware of?
[16:50] We don’t always want to be looking for the lowest-fee product.
[16:55] Bad real estate is not going to help you overcome low fees.
[20:50] You need to be prepared for the money to be tied up for the full length of the business plan.
[24:15] How does Orrin approach some of these hurdles with his investors?
[27:55] Education is a very important part of this process!
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.
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.
Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 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 Matt McFarland and Senior Vice President Jason Salmon provide a holistic overview of how DSTs and rental properties work. Every investor is different and their risk tolerance plays a big role in how aggressive or passive their investment portfolio should be. Jason walks a new investor through the steps on some of the best ways to determine what is the right investment strategy for them.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:40] Matt introduces Jason and today’s topic.
[6:05] Why do people invest in real estate?
[11:00] How does traditional real estate differ from DSTs?
[13:25] Are you curious about getting involved with DSTs? Consult with your Kay Properties representative for a customized investment approach.
[14:50] Investors often don't consider the bigger picture within real estate.
[18:15] What are Jason's thoughts on rental apartments?
[21:00] How do you create more value within a real estate deal?
[22:20] Education is an important piece to the puzzle before investing into a DST.
[26:30] Diversification is key when entering into uncertain market cycles.
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 LLC 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.
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.
About Kay Properties and www.kpi1031.com
Kay Properties is a national Delaware Statutory Trust (DST) specialty firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 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 Matt McFarland and Senior Vice President Carmine Galimi sit down to discuss the latest Consumer Price Index (CPI) data and what it means to investors. According to the data, inflation is decreasing, unemployment still remains stable, and interest rates are also balanced. Does that mean we’re still headed into a recession? Carmine weighs his thoughts.
Key Takeaways:
[0:55] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:40] Matt introduces Carmine and today’s topic.
[6:00] Let’s talk about the latest release on the CPI data.
[7:15] We’re seeing a trend that inflation is decreasing.
[11:25] What should investors expect over the next couple of months?
[12:40] Is there a recession coming?
[16:40] Why are there weak renter demands?
[19:20] There is a shift where it’s favoring renters vs. landlords.
[21:50] How is Carmine navigating this uncertain space with his investors?
[24:45] Diversification is key as well as limiting your exposure to financing.
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.
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, Vice President Tommy Olsen and Senior Vice President Matt McFarland sit down to talk about the industrial real estate space and some of the pros and cons of investing in this lucrative asset class. They go over some of the long term costs associated with this property, market trends happening in this asset class, and so much more.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:30] Tommy introduces Matt and today’s topic.
[8:30] The industrial real estate industry has grown as more people shop online.
[12:15] Why are investors drawn to this kind of real estate?
[18:00] These properties typically fall under a one-size-fits-all configuration, so updating it over time is very cost effective.
[23:15] Should you take on debt on these kinds of properties?
[28:15] Have questions? Reach out to your Kay Representative for more specific advice.
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.
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 Matt McFarland and Senior Vice President Steve Haskell discuss what they’re seeing in the market today and how investors can recession-proof their assets. Should they sell? Should they hold? What’s the best move for them right now? Matt and Steve discuss possible action paths, but as always consult with your Kay Properties advisor for more information about your specific situation.
Key Takeaways:
[1:05] Risks and disclosures.
[4:00] A little bit about Kay properties.
[4:50] Matt introduces Steve and today’s topic.
[5:55] What are some of the changes the market is experiencing right now?
[7:00] A lot of people are holding onto their properties right now.
[7:45] Interest rates are going up, but the prices are remaining somewhat stable.
[7:55] What is Steve seeing in his debt-free properties?
[9:00] There’s still a lot of good opportunities out there.
[9:35] Is it a good time to sell right now?
[12:15] Steve likes long-term debt on DST. He explains why.
[15:15] What is a 721?
[20:15] What is Steve’s concern with REITs right now?
[25:00] Matt and team like to prepare for the worst.
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.
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 Matt McFarland and Executive Vice President Betty Friant discuss some of the pros and cons of being an investor vs. a landlord. And, if you’re currently a landlord, how do you get out of that ‘grind’ of being one and jump right in as an investor? With Betty’s vast real estate experience, she has seen it all and is ready to share her knowledge of how to be a seasoned investor with less headaches.
Key Takeaways:
[1:05] Risks and disclosures.
[4:10] A little bit about Kay properties.
[5:00] Matt introduces Betty and today’s topic.
[9:05] What’s the difference between a landlord vs. an investor?
[9:25] How do you go from landlord to investor?
[10:30] There are so many liabilities as a ‘bigger’ landlord.
[11:30] What is a triple net property?
[13:40] Why does Betty love DSTs?
[17:50] Before you move forward on a DST, definitely talk with your CPA and attorney + your Kay Representative!
[21:45] You don’t have to worry about the volatility of the market or whether interest rates go up or not.
[26:25] Is real estate too expensive? The great thing about DSTs is that you can buy pieces of properties.
[28:00] Want to learn how? Betty and the team are here to help you through the education process.
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.
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 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 week’s episode, Senior Vice President Matt McFarland and Vice President Alex Madden talk about cap rates and interest rates, and how it affects your DST properties. What should investors be thinking about when it comes to market uncertainty and inflation rates are ever increasing? Matt and Alex shed some light on the drastic rate heights and help new investors understand the current investment landscape.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:50] Matt introduces Alex and today’s topic.
[6:40] How does Alex define cap rates and interest rates?
[13:30] Alex explains interest rates and gives an overview of how it works.
[18:30] How should investors make sense of these sudden rate hikes?
[25:50] What should you think about when you’re about to sell your property in a 1031 exchange?
[28:00] Despite the suppressed cap rates, you might actually be able to get a higher dollar return on your investment.
[30:00] Don’t try to squeeze the last drop in this market cycle.
[30:45] Now is the time to be defensive!
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.
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 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 week’s episode, Senior Vice President Matt McFarland and Senior Vice President Steve Haskell address some fears investors are having about the uncertain market. Right now, investors are looking for safe ways to store their cash while bracing for the upcoming market hit. In this episode, Matt and Steve talk about some unseen tax pitfalls that might come up in the next few months and what investors should be aware of if they were to sell their properties.
Key Takeaways:
[0:55] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:40] Matt introduces Steve and today’s topic.
[7:40] Interest rates are going up! Is a recession soon to follow?
[9:30] The stock market always goes up, right?
[11:30] One of Steve’s clients lost money because of poor CPA financial advice.
[12:00] What should investors ask their CPAs about when it comes to their 1031 exchange?
[15:30] What is the true cost of taking the cash and using it to pay taxes? Matt runs some numbers.
[17:50] When there’s fear in the market, it’s important to have the bigger picture.
[20:25] Financial advisors are telling clients to cash out. Is this a good idea?
[27:20] Investors have to do what’s right for their situation and their family.
[28:20] Real estate is a longer term strategy than stocks are.
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.
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 Matt McFarland and Executive Vice President & Managing Director Betty Friant discuss some of Matt’s thoughts on where the market is headed. In this casual chat, you find out more about Matt’s passion for real estate and his enjoyment in seeing investors succeed with their long-term goals.
Key Takeaways:
[0:55] Risks and disclosures.
[4:15] A little bit about Kay properties.
[5:10] Matt introduces Betty and today’s topic.
[7:20] Betty interviews Matt and gets a little bit of background on how he found himself in the DST business.
[11:05] What does Matt look for in a good real estate investment?
[15:35] How is Matt thinking about this market uncertainty that’s happening right now?
[18:40] No matter if the market is down or up, there is always going to be an opportunity to make money.
[20:00] Real estate is a longer-term investment strategy.
[22:45] Although debt-free is a longer game, it is the safest during market uncertainty.
[24:00] Matt shares his anchor vs. buoy analogy.
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.
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, Vice President Matt McFarland and Senior Vice President Alex Madden talk about the importance of diversification across different asset types and how the anchor and buoy investment strategy is a great representation of this diversification. They explain what these two terms mean in this week’s episode.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] A little bit about Kay properties.
[4:40] Matt introduces Alex and today’s topic.
[6:20] What is the anchor and the buoy investment strategy when it comes to DSTs?
[7:40] What is an anchor DST?
[8:40] What is a buoy DST?
[12:10] What are some of the tradeoffs on an anchor vs. buoy investment strategy?
[12:35] Keep in mind that Alex is talking in very broad/general terms today. Please refer to your Kay Properties representative for specific and specialized advice.
[16:55] Diversification is incredibly important.
[22:45] Every DST is going to have a different characteristic or trait.
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.
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 31 Billion of DST 1031 investments.
In this week’s episode, Vice President Tommy Olsen and President Chay Lapin talk about the uncertainty that’s happening in the marketing right now and how it’ll impact the DST landscape. Chay takes a look at the debt and shares his thoughts on where these market trends are heading.
Key Takeaways:
[0:55] Risks and disclosures.
[3:15] A little bit about Kay properties.
[4:00] Tom introduces Chay and today’s topic.
[5:30] What is Chay currently seeing in the market today?
[7:45] There will be people in distressed situations soon and they’ll be unable to get a loan.
[9:15] People misinterpret the 1031 exchange rules and its debt obligations.
[10:55] Debt can still be good and can still be used as a useful tool in your 1031 exchange.
[14:15] It’s important to chop your investment up over different DSTs to mitigate your debt risk.
[18:25] What’s Chay seeing when it comes to lenders and what they’re willing to tolerate/risk?
[20:15] What are some of the advantages of being debt-free with your DST?
[22:15] Although the market is scary right now. Now is the time to have a long term vision and to not chase short-term returns.
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.
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 31 Billion of DST 1031 investments.
In this week’s episode, Senior Vice President Matt McFarland and Vice President Alex Madden talk about the different players involved in a DST and a 1031 exchange. Matt has covered topics like this before in the past, but it bears a deeper dive as sometimes these topics can get a bit complex and investors need more education on some of the steps they have to complete/interact with before they can execute on a successful 1031 exchange.
Key Takeaways:
[1:05] Risks and disclosures.
[3:55] A little bit about Kay properties.
[4:50] Matt introduces Alex and today’s topic.
[7:00] What are some of the common players in the DST landscape?
[9:45] What kind of advisor is Kay Properties in this whole process?
[13:35] Matt quickly recaps the different players involved in the DST process.
[15:15] What should investors look out for when they’re going through this process? Who should they work with/not work with?
[18:35] It’s very important that properties pass the Kay Properties due diligence process. A lot of properties just aren’t qualified enough.
[21:20] Keep in mind that every sponsor company has its strengths and weaknesses. It all depends on your investment goals.
[26:10] When it comes to DSTs, it’s a passive portfolio play.
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.
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, Vice President Carmine Galimi and Senior Vice President Orrin Barrow sit down to talk about some of the benefits of purchasing some of these DST properties outright without the use of leverage or debt. Orrin walks you through a couple of examples as to why this might be beneficial for investors with a certain risk profile.
Key Takeaways:
[1:05] Risks and disclosures.
[3:40] A little bit about Kay properties.
[4:25] Carmine introduces Orrin and today’s topic.
[5:00] The current investment landscape as it stands today.
[7:10] The demand for real estate has slowed.
[9:00] What is a zero-coupon deal?
[11:45] What are good assets to acquire if investors are looking to go on the defensive?
[14:00] We’re currently in an inflationary environment. Since it’s on the rise, what makes the most sense for your situation right now?
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.
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 Matt McFarland and Executive Vice President Jason Salmon talk about the 1031 exchange and how it folds in nicely with the DST structure. Jason offers a bit of history, some benefits as to why investors favor this type of investment, and so much more.
Key Takeaways:
[1:05] Risks and disclosures.
[4:05] A little bit about Kay properties.
[4:50] Matt introduces Jason and today’s topic.
[6:40] Why do investors consider a 1031 exchange in the first place?
[8:30] This type of like-kind exchange has existed for over a 100 years.
[10:15] There are three rules within the DST structure.
[13:20] Do you want passive income? The 1031 exchange can offer a lot of benefits with that goal in mind.
[15:50] With smaller minimals, investors are able to spread their tax-deferred equity a lot more effectively.
[18:40] Without proper guidance, navigating this space can really be a grind.
[22:25] Kay Properties has worked with over 2100 investors that have purchased more 3300 investments with them over the years, and they’ve mostly been DSTs.
[27:45] Looking for more specialized attention? Reach out to a Key Properties representative!
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.
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.
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, Vice President Matt McFarland sits down with President Chay Lapin to talk about the 721 exchange and how it can benefit their investors. There are both pros and cons to the 721 exchange that Chay outlines in this podcast episode. Listen in for more to find out if this is an option that makes sense for your portfolio.
Key Takeaways:
[1:05] Risks and disclosures.
[4:05] A little bit about Kay properties.
[4:45] Matt introduces Chay and today’s topic.
[5:35] What is a 721 exchange?
[8:15] What are the benefits of a 721 exchange?
[11:50] REIT or 721 funds allow investors to exchange their ownership interest for operating partnership units in the real estate investment fund.
[12:20] You have to do a 1031 exchange first into a DST, and then you can do a 721 exchange to exit out of the DST.
[13:25] What are some of the disadvantages of a 721 exchange?
[16:20] There are some tax considerations when doing this exchange that you should consult with a CPA on.
[19:25] What’s the difference between a DST and a REIT?
[21:00] What other considerations should investors be aware of when dealing with a 721 exchange?
[27:30] Diversification is key here.
[31:40] The real estate asset should be first. Second should be the way it is structured.
[34:40] Although you enter the 720 exchanged debt free, you can be moved into a highly-leveraged asset in an UPREIT.
Resources
Website: Covecapitalinvestments.com
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.
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, Vice President Matt McFarland and Vice President Alex Madden talk about some of the common players investors should know about in the DST space. These are the different moving pieces and interactions you have to work with before you finally close a DST deal. Although it might sound complicated, Alex simplifies this process so that your investment goes through as smoothly as possible.
Key Takeaways:
[1:05] Risks and disclosures.
[4:05] A little bit about Kay properties.
[5:15] Matt introduces Alex and today’s topic.
[7:15] What is a DST sponsor company?
[9:45] There are pros and cons to any investment.
[13:30] What are some of the warning signs if you’re working with the wrong advisor or key player?
[16:00] Each sponsor is going to have their own strengths and weaknesses. Some are going to be hyper focused on multifamily, others might have industrial investments.
[20:00] Have a conversation with a Kay Properties representative and talk with them about some of your specific investment goals.
[26:55] Have questions? Reach out to Kay Properties.
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.
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, Vice President Tommy Olsen and Senior Vice President Jason Salmon talk about some of the challenges investors might face when conducting a 1031 exchange. If you’re in the middle of a 1031 exchange, or about to be, and you’re wondering what to do next with your capital, this episode covers some smart ways you can passively invest your money.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:15] Tommy introduces Jason and today’s topic.
[6:15] What is Jason currently seeing happening with the real estate market today?
[8:30] A few years ago, people hit the pause button with real estate. Now, people are excited to get rid of their active real estate and change it to passive real estate.
[13:40] What other factors should investors be aware of with the current market?
[16:30] Kay Properties representatives really value the importance of education and talking to the investor through what they’re really investing in.
[18:15] How does Kay Properties help people with their 1031 exchanges?
[20:15] DSTs offer a great option to diversify by geography and asset classes.
[23:15] Truly, education is the most important thing an investor can have.
[26:15] Have a question? Feel free to reach out! Everyone on the team is happy to answer your questions.
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.
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, Vice President Tommy Olsen and Senior Vice President Jason Salmon talk about some of the challenges investors might face when conducting a 1031 exchange. If you’re in the middle of a 1031 exchange, or about to be, and you’re wondering what to do next with your capital, this episode covers some smart ways you can passively invest your money.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:15] Tommy introduces Jason and today’s topic.
[6:15] What is Jason currently seeing happening with the real estate market today?
[8:30] A few years ago, people hit the pause button with real estate. Now, people are excited to get rid of their active real estate and change it to passive real estate.
[13:40] What other factors should investors be aware of with the current market?
[16:30] Kay Properties representatives really value the importance of education and talking to the investor through what they’re really investing in.
[18:15] How does Kay Properties help people with their 1031 exchanges?
[20:15] DSTs offer a great option to diversify by geography and asset classes.
[23:15] Truly, education is the most important thing an investor can have.
[26:15] Have a question? Feel free to reach out! Everyone on the team is happy to answer your questions.
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.
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, Vice President Matt McFarland and Vice President Orrin Barrow sit down to talk about the industrial real estate property asset class and why they’re a great diversification strategy for your portfolio. They share why investors find this asset class appealing over other real estate options, and some of the risks investors need to be aware of before investing in this asset.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:15] Matt introduces Orrin and today’s topic.
[5:55] Orrin defines what industrial properties are classified as. It’s not just warehouses!
[8:45] What are the benefits of owning an industrial property?
[11:45] A large percentage of retailers are starting to get away from brick and mortar and moving into the industrial sector.
[14:50] What are some of the risks of investing in this asset class?
[17:50] The best way to reduce your risk is to remain debt free.
[22:20] Matt and Orrin offer some suggestions on how you can reduce your risk further by conducting proper due diligence.
[22:35] One of the best ways to prepare for an uncertain future is through diversification.
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.
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, Vice President Matt McFarland and Vice President Orrin Barrow sit down to talk about the industrial real estate property asset class and why they’re a great diversification strategy for your portfolio. They share why investors find this asset class appealing over other real estate options, and some of the risks investors need to be aware of before investing in this asset.
Key Takeaways:
[1:05] Risks and disclosures.
[3:50] A little bit about Kay properties.
[4:15] Matt introduces Orrin and today’s topic.
[5:55] Orrin defines what industrial properties are classified as. It’s not just warehouses!
[8:45] What are the benefits of owning an industrial property?
[11:45] A large percentage of retailers are starting to get away from brick and mortar and moving into the industrial sector.
[14:50] What are some of the risks of investing in this asset class?
[17:50] The best way to reduce your risk is to remain debt free.
[22:20] Matt and Orrin offer some suggestions on how you can reduce your risk further by conducting proper due diligence.
[22:35] One of the best ways to prepare for an uncertain future is through diversification.
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.
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, Vice President Matt McFarland and Senior Vice President Betty Friant talk about Betty’s personal investment strategy and why she suddenly decided to stop buying rental properties for her own portfolio. Betty offers insight into why she decided to make the shift from rental property owner to DST owner, and provides some math to back up her claims.
Key Takeaways:
[1:05] Risks and disclosures.
[3:55] A little bit about Kay properties.
[4:15] Matt introduces Betty and today’s topic.
[6:35] Betty has stopped buying rental properties for her own personal portfolio. Why is that?
[8:55] Betty took a minute to do some math. Betty realized instead of the 10% return she was getting on one of her properties, it was more like 2%.
[10:15] Rents have not increased to the same degree as property values have.
[10:45] You’re trapping your equity into physical real estate.
[11:40] How much was each rental property costing Betty?
[16:15] Many real estate investors do not factor in their cost of time.
[19:35] If you put too much money into one investment property, you end up opening yourself up to more financial risk.
[22:55] DSTs offer the everyday investor access to large-scale institutional assets.
[24:25] Interested in getting started? Get in touch and ask for a DST sample portfolio.
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.
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, Vice President Matt McFarland and Senior Vice President Betty Friant talk about Betty’s personal investment strategy and why she suddenly decided to stop buying rental properties for her own portfolio. Betty offers insight into why she decided to make the shift from rental property owner to DST owner, and provides some math to back up her claims.
Key Takeaways:
[1:05] Risks and disclosures.
[3:55] A little bit about Kay properties.
[4:15] Matt introduces Betty and today’s topic.
[6:35] Betty has stopped buying rental properties for her own personal portfolio. Why is that?
[8:55] Betty took a minute to do some math. Betty realized instead of the 10% return she was getting on one of her properties, it was more like 2%.
[10:15] Rents have not increased to the same degree as property values have.
[10:45] You’re trapping your equity into physical real estate.
[11:40] How much was each rental property costing Betty?
[16:15] Many real estate investors do not factor in their cost of time.
[19:35] If you put too much money into one investment property, you end up opening yourself up to more financial risk.
[22:55] DSTs offer the everyday investor access to large-scale institutional assets.
[24:25] Interested in getting started? Get in touch and ask for a DST sample portfolio.
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.
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, Vice President Matt McFarland and President Chay Lapin have an open discussion about some of the benefits of owning a residential asset class. They share their thoughts on why there’s less turnover, the appeal of owning this asset class, and more.
Key Takeaways:
[1:05] Risks and disclosures.
[3:15] A little bit about Kay properties.
[4:15] Matt introduces Chay and today’s topic.
[7:15] What is the definition of a residential asset class and why do some investors prefer it over the other available asset options?
[11:00] This is a living and breathing asset and there’s a lot of different ways you can increase your revenue.
[14:25] It doesn’t make sense to purchase one single-family house. It would be more profitable and easier to manage when you buy 50 homes in the area.
[15:15] Why do some people want an apartment vs. a townhome?
[16:20] A single-family home typically has less turnover.
[19:45] The average home price is $435k. Most people can’t afford that. The wages have not gone up that much.
[22:55] What are Chay’s thoughts on manufactured housing?
[25:15] There are ways you can optimize your property for maximum profitability.
[27:55] If you’re looking to diversify, this can be a great addition.
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.
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, Vice President Matt McFarland and President Chay Lapin have an open discussion about some of the benefits of owning a residential asset class. They share their thoughts on why there’s less turnover, the appeal of owning this asset class, and more.
Key Takeaways:
[1:05] Risks and disclosures.
[3:15] A little bit about Kay properties.
[4:15] Matt introduces Chay and today’s topic.
[7:15] What is the definition of a residential asset class and why do some investors prefer it over the other available asset options?
[11:00] This is a living and breathing asset and there’s a lot of different ways you can increase your revenue.
[14:25] It doesn’t make sense to purchase one single-family house. It would be more profitable and easier to manage when you buy 50 homes in the area.
[15:15] Why do some people want an apartment vs. a townhome?
[16:20] A single-family home typically has less turnover.
[19:45] The average home price is $435k. Most people can’t afford that. The wages have not gone up that much.
[22:55] What are Chay’s thoughts on manufactured housing?
[25:15] There are ways you can optimize your property for maximum profitability.
[27:55] If you’re looking to diversify, this can be a great addition.
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.
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, Vice President Matt McFarland, Senior Vice President Steve Haskell, and Senior Vice President Jason Salmon talk about single tenant net lease properties in today’s episode.
Key Takeaways:
[1:05] Risks and disclosures.
[3:35] Matt introduces Steve and Jason and today’s topic.
[5:50] What is a single-tenant net lease property?
[6:45] The longer you hold an asset, the more likely you’ll run into a challenge or issue.
[8:45] If a tenant doesn’t pay the rent, what can you do?
[11:25] If you’re interested in deal with a single or even triple net property, reach out to a Kay Property representative. It really helps to work with someone who has experience in this field.
[12:15] What are Jason and Matt’s opinions about owning a triple net property?
[13:10] DSTs are the most passive option out there.
[14:00] What risks should investors be aware of?
[20:00] Multifamily vs. net leases?
[24:15] What should investors do during a recession?
[27:20] Final thoughts about DSTs.
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.
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, Vice President Matt McFarland, Senior Vice President Steve Haskell, and Senior Vice President Jason Salmon talk about single tenant net lease properties in today’s episode.
Key Takeaways:
[1:05] Risks and disclosures.
[3:35] Matt introduces Steve and Jason and today’s topic.
[5:50] What is a single-tenant net lease property?
[6:45] The longer you hold an asset, the more likely you’ll run into a challenge or issue.
[8:45] If a tenant doesn’t pay the rent, what can you do?
[11:25] If you’re interested in deal with a single or even triple net property, reach out to a Kay Property representative. It really helps to work with someone who has experience in this field.
[12:15] What are Jason and Matt’s opinions about owning a triple net property?
[13:10] DSTs are the most passive option out there.
[14:00] What risks should investors be aware of?
[20:00] Multifamily vs. net leases?
[24:15] What should investors do during a recession?
[27:20] Final thoughts about DSTs.
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.
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, Vice President Matt McFarland and Senior Vice President Steve Haskell dive into the topic of DSTs, when you know you’ve got a good one on your hands, how to avoid common mistakes, and key indicators to look for when shopping for a DST on this week’s call.
Key Takeaways:
[1:05] Risks and disclosures.
[3:35] Matt introduces Steve today’s topic.
[5:55] Steve offers 3 ways to identify a good DST.
[8:35] Your 45th day is the most important day. Steve explains why.
[13:00] It’s Kay Properties goal to close in under 45 days.
[19:00] Why do DST deals go bad?
[22:00] Steve shares how a ‘backup DST’ deal didn’t go according to plan.
[25:40] Communication is key when trying to secure these DST deals.
[29:35] In order for Kay to best serve you, it’s important to get a clear picture of your debt, what kind of leverage you have, and your risk profile.
[31:00] Key can help guide you and help you avoid costly mistakes so that you don’t have to invest on your own.
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.
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, Vice President Matt McFarland, Senior Vice President Steve Haskell, and Vice President Alex Madden sit down for a roundtable discussion on upcoming risks, high-interest rates, and more. Here’s what the savvy investor should be aware of as our market begins to show some warning signs.
Key Takeaways:
[1:05] Risks and disclosures.
[3:35] Matt introduces Steve and Alex and today’s topic.
[5:35] Is it a dangerous time to invest right now?
[10:00] Are we facing another 2008 crash?
[10:45] We’re not going to know when we’ve reached the peak of the market until it’s already happened.
[14:15] There’s still a frenzy going on, just not as intense as it was a few months ago.
[17:20] Real estate is an expensive asset to trade.
[18:30] Banks are being unusually conservative right now. Alex explains why.
[22:40] With this market uncertainty, is now a good time to sell?
[26:10] There are still a lot of great investment opportunities out there.
[28:00] Despite the uncertainty, many investors are still up just by holding on to their properties for the long haul.
[28:40] Remember, with DSTs, you don’t have to buy within the same state as you. This gives you access to more up-and-coming markets.
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.
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, Tom Wall and Matt McFarland interview Chay Lapin, President of KPI about the case for investing in multi-family properties. Chay describes the Class-A and Class-B+ stabilized multi-family properties that KPI typically offers, why light Value-Adds fit well in DSTs, the reasons DSTs were created, and the advantages of multi-family properties that are debt-free. Chay invites the listeners to call and talk to a team member to dig into any sector of DST 1031 investments.
Key Takeaways:
[1:02] Risks and disclosures.
[3:13] Matt McFarland tells about this series of educational presentations.
[4:00] Matt tells about Kay Properties & Investments.
[4:47] Matt introduces KPI President Chay Lapin and today’s topic.
[6:34] What is a typical multi-family property in the DST sector? Chay explains.
[8:44] About Class-A and Class-B properties, light Value-Adds, and rent premiums.
[9:51] Are there always risks?
[10:08] What is a heavy Value-Add in a multi-family property. Is it typical in a DST?
[10:27] Why are these DST investments created, in the first place?
[11:54] Chay presents arguments for investing in multi-family properties. What is the main disruptor Chay sees? What are the pros?
[14:08] There are multi-family properties that are debt-free, and multi-family properties with debt. What are the risks of debt, compared to a single-family property?
[14:56] Investors currently have concerns about inflation. Can raising rents help?
[16:15] Chay’s thoughts on investing in multi-family property DSTs. What about inventory? No one knows what will be in five years. Why Chay likes debt-free property.
[19:50] Matt adds another investor consideration: net operating income and the current rising cost environment.
[21:48] Matt and Chay talk about being defensive and staying debt-free when possible, and diversifying.
[22:30] Chay and all the team members are happy to dig into this in greater detail with anyone, one-on-one. The DST structure is not for everybody but Chay has seen a huge jump in this sector.
[23:44] Matt thanks Chay for his time on the call and invites listeners to return next week to listen to DST 1031 Essentials with Kay Properties!
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.
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, Tom Wall and Matt McFarland explain the special features of DST 1031 investments and how investors qualify to participate in a DST. They cover some of the differences between private and public securities, specific benefits and limitations of DSTs, and what a Master Tenant lease is. They discuss the DST property types offered by Kay Properties and what investors can expect.
Key Takeaways:
[:57] Risks and disclosures.
[2:54] Matt McFarland tells about this series of educational presentations.
[4:01] Matt tells about Kay Properties & Investments.
[4:40] Matt introduces Steve Haskell and today’s topic.
[5:53] What do you need to know about liquidity for DSTs?
[8:28] How do private securities such as DSTs differ from public securities?
[9:01] Matt introduces the seven deadly sins of DSTs.
[9:10] What are some limitations of DSTs?
[12:28] When would you use a Master Tenant lease in a DST?
[13:30] Tom gives his opinion on why the IRS blessed DSTs to qualify for a 1031 Exchange investment.
[15:40] What are some benefits and risks of the rigidity of a DST for the investor?
[17:43] What property types does Kay Properties offer?
[18:32] Matt explains the rules about the reserves, which is investor-owned money.
[20:45] Who receives any appreciation, or pays any loss, on the back end of the DST?
[21:58] Matt explains why there are no capital calls in a DST.
[23:43] Matt introduces the use of Springing LLCs. Tom makes observes the rare need to use a Springing LLC to salvage a deal.
[28:00] Tom advises everyone on the call to reach out to their Kay Properties advisors if they haven’t discussed some of the aspects of this call, to get more information.
[29:54] Tom thanks Matt for his time and all the great information shared and invites listeners to listen to DST 1031 Essentials with Kay Properties next week!
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.
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, Matt McFarland talks with Orrin Barrow, Vice President at Kay Properties, about what a net lease is and why it should have a place in your portfolio along with the definition of flight to quality real estate and the advantages and disadvantages of this phenomenon.
Key Takeaways:
[:54] Risks and disclosures.
[4:03] About Kay Properties & Investments.
[4:46] Matt introduces Orrin Barrow and today’s topic.
[6:21] What does net lease mean?
[7:20] What is the flight-to-quality phenomenon?
[12:30] Matt and Orrin talk about the spectrum of different leases.
[13:33] What are the advantages and disadvantages of flight to quality?
[17:03] Orin elaborates on how inflation plays a part.
[20:06] Why are net leases a great thing to have in your portfolio?
[23:41] It is so important to protect your portfolio and your principal.
[29:54] It’s important to note that if you are taking on debt with your net lease you understand the risk and try to remain debt free.
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.
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, Vice President Matt McFarland and Vice President Jason Salmon talk about the current climate of the real estate market, as well as some of the challenges that investors are facing in today’s economic environment when it comes to DSTs. They discuss how Kay Properties is approaching these challenges.
Key Takeaways:
[:54] Risks and disclosures.
[4:03] About Kay Properties & Investments.
[4:46] Matt introduces Jason Salmon and today’s topic.
[6:21] What does the real estate market look like right now?
[10:30] Many people are looking to exit properties right now. The two main reasons are because it’s a seller’s market and another is because of wanting a lifestyle change.
[12:49] There is a very high volume and a very high demand for DSTs.
[13:58] Investors should be aware of the speed and complexities in the market due to high demand; and now more than ever should partner with a Kay Properties rep.
[18:58] While early planning is always advised, it’s especially prudent in this market.
[20:13] Many investors are struggling to close; constant communication is strongly advised especially when transitioning into DSTs.
[22:08] Kay Properties' approach has remained consistent for investments despite market changes.
[24:37] The investor experience with Kay Properties will always include discovery and communication, evaluating the ability to diversify, and ongoing due diligence.
[26:57] Real estate goes through cycles. Now is not the time to stretch and extend into a high risk asset class.
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.
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, Vice President Matt McFarland and Senior Vice President Betty Friant talk about what investors should learn about before they consider and before they invest in DSTs. They get into specifics about why education it’s so important, what resources are available, and logical next steps.
Key Takeaways:
[1:24] Risks and disclosures.
[4:10] About Kay Properties & Investments.
[4:51] Matt introduces Betty Friant and today’s topic.
[6:08] Knowing and understanding DST 1031 terminology is key.
[8:32] Why is education so important for how investors approach DSTs?
[10:34] What is the first thing Betty looks at in advising DST investors?
[12:04] Kay Properties’ has education resources such as webinars, blogs, white papers, educational dinners, 1031 DST Digest, books, and more.
[20:04] What is the next logistical step after education to take towards a DST investment?
[22:01] Betty wants investors to engage early and often with education and all things DSTs.
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.
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, Vice President Alex Madden and Vice President Orrin Barrow talk about the various investment exit options a DST investor will have access to and they also unpack the business plan process for new investors who are looking to get into this space.
Key Takeaways:
[1:05] Risks and disclosures.
[3:45] About Kay Properties & Investments.
[4:35] Alex introduces Orrin and today’s topic.
[5:40] Orrin gives an overview of the three main entities involved in a DST.
[8:20] You’ve purchased your first DST, now what?
[10:40] What does the end of a DST cycle look like?
[13:25] When your offer has been accepted, you’ll be notified and then it’s up to you how you’d like to proceed.
[17:00] Interested in the 721 exchange and how it works? Reach out to your Kay Properties Representative.
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.
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 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 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 week’s episode, Vice President Matt McFarland and Vice President Steve Haskel talk about the different stages of a DST and what investors need to be aware of at each stage of the process. DSTs do have their risks and Steve covers what new DST investors should be aware of when they go through these different lifecycle stages.
Key Takeaways:
[1:00] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[4:35] Matt introduces Steve and today’s topic.
[7:25] What are the different components to a DST?
[10:20] There is a large need to find debt-free properties. This is why Co-Capital was created.
[14:20] How do sponsors make money and what role do they play in the DST process?
[17:55] Due diligence is critical before purchasing a DST. Kay Properties makes sure the property is exactly how it's being listed.
[23:35] What are some of the ways to reduce closing risks in a 1031 exchange?
[26:45] What’s it like owning a DST?
[30:25] What should investors be aware of when they begin to sell a DST?
[34:00] What makes DSTs so unique? Matt shares his insights.
[38:10] The good news is investors have a lot of options in a DST!
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.
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 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, Vice President Matt McFarland and Vice President Orrin Barrow talk about the benefits of investing in real estate over the stock market and some of the best ways to offset inflation. Orrin also discusses how to diversify your portfolio as you face market uncertainty and does an overview on some of the risk factors to be aware of.
Key Takeaways:
[1:00] Risks and disclosures.
[4:10] About Kay Properties & Investments.
[4:35] Matt introduces Orrin and today’s topic.
[5:50] Stock market vs. real estate? Orrin weighs in.
[7:45] Investing in hard assets is one of the ways to offset inflation.
[10:25] What are some of the benefits of investing in real estate?
[11:00] Shock headlines can drastically move the stock market. With real estate, you’re immune from consumer sentiments.
[14:55] Orrin explains Kay Properties anchor approach.
[18:00] There is no one approach to an investment strategy. It has to be custom to the individual investor and where they are in life.
[20:40] Should you have debt on your 1031 exchange?
[23:50] As interest rates continue to rise, cash becomes king.
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.
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 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, Vice President Matt McFarland and Senior Vice President Jason Salmon sit down to talk about the importance of a customized approach when it comes to their client’s specific investment needs. They do an overview on why they prefer to tap into a very specialized focus when it comes to DST investments instead of having a general approach, and they also cover how Key Properties’ approach benefits their clients.
Key Takeaways:
[1:00] Risks and disclosures.
[4:10] About Kay Properties & Investments.
[4:55] Matt introduces Jason and today’s topic.
[6:20] What is the difference between a generalist and a specialist in the DST space?
[10:30] It’s always been Kay Properties' approach to have a narrow and specialized focus.
[14:05] No one should have a one-size-fits-all investment strategy. It should be tailored to you and your specific needs.
[20:00] Jason explains the reasoning why they simply do not offer certain investment deals to their clients.
[25:00] Do you have questions? Reach out to your Kay Properties representative!
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.
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 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, Vice President Matt McFarland and Senior Vice President Betty Friant talk about the 7 rules around what qualifies as a DST. These rules are often referred to as the 7 deadly sins, and Betty explains why investors tend to get scared around these regulations. She also aims to shed some light on these sins and why you should not be frightened about them.
Key Takeaways:
[1:00] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:50] Matt introduces Betty and today’s topic.
[6:40] A bit of background on the 7 deadly sins, or rules, around DSTs.
[7:40] Once the DST is closed, you can’t make any more contributions. Betty explains why this makes sense.
[10:40] DSTs are restricted from borrowing new funds.
[13:20] DST itself can only invest generated money within the DST. Betty explains what this looks like.
[15:00] You can’t reinvest your money back into a deal.
[19:20] The sponsor is not allowed to investigate new tenant contracts.
[20:40] Capital expenditures can only really fall under three categories. Betty breaks this down.
[25:45] The DST is a wonderful gift from the IRS and it allows investors to defer their tax obligations in a smart way.
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.
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 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, Vice President Matt McFarland and Senior Vice President Betty Friant navigate and walk the listeners through their website. Today, they aim to get you familiarized with it as it is rich in resources and useful information.
Key Takeaways:
[1:00] Risks and disclosures.
[4:21] About Kay Properties & Investments.
[5:05] Matt introduces Betty and today’s topic.
[6:35] Betty loves their website and wants to talk about it as a useful resource to learn more about DSTs and 1031 exchanges.
[8:10] She starts with introducing the main page and what you can find.
[9:25] She also mentions the informational topics you will find when you scroll down the main page.
[10:20] Betty points out where to find their custom DSTs and a tutorial on how Kay Properties can help you get started.
[12:45] Matt then talks about the marketplace button from the homepage and what it contains.
[15:40] Betty then moves on to the “about us” button which contains the subsections: Testimonials, Articles, Press, Meet the Team, and Podcast. She explains what each is about.
[18:00] Matt also adds a bit of their history at Kay Properties reading through the testimonials and reviews that Betty had shared about.
[19:05] Matt then moves to the resources section of the website and explains the subsections: DST Blog and Replacement Properties.
[20:40] Kay Properties resources allow the investors to see the bigger picture.
[21:50] Betty also shares how she uses the table of contents from the DST blog and explains how it’s useful for her.
[24:25] She also talks about their Wednesday calls called the DST 101.
[25:50] Betty shares there is a lot of available information on their website to help people learn.
[26:20] Lastly, Matt shares about the register section on the website as the link for investors to start their contact with Kay Properties.
[27:30] Once investors have registered with them, they will then have access to the member’s only site through the log-in page.
[28:25] The member’s only site will contain the private place memorandums and can be downloaded from there.
[29:30] Matt shares each investment particulars will depend on the timing of their 1031 exchange.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell talk about the DST closing process and unpack what investors should be aware of at this stage of their exchange. They discuss in detail everything from the subscription process, to the 45-day deal window, and why it’s important to reserve potential deals.
Key Takeaways:
[1:00] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:40] Matt introduces Steve and today’s topic.
[6:15] A lot of Steve’s clients are concerned about closing.
[7:10] Matt shares how a DST is usually packaged.
[9:20] Steve talks more about the subscription process and what they should be aware of.
[10:40] Steve shares when would be a good time to process administrative paperwork given the current extreme high demand of the market.
[12:45] What would be an ideal time to reserve potential deals?
[14:05] What does Kay Properties do when properties do not come out within a 45-day window?
[15:55] Matt talks about identifying the priority of approach of an investor and how important timing is regardless.
[18:05] Matt breaks down the typical step-by-step process for subscriptions.
[21:10] Steve shares that it would be beneficial to identify who the different players are and where the information is coming from and why it is important.
[22:55] What usually causes delays in closing a DST?
[23:50] Steve breaks down what happens when you sign the agreement and send it back to the qualifying intermediary and complete the 1031 exchange.
[26:15] Reservation is king right now but Steve shares what is more important to him.
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.
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 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, Vice President Matt McFarland and Senior Vice President Betty Friant talk about how to navigate a private placement memorandum or PPM. Betty offers smart ways investors can pick apart this document and get a better understanding of what they’re signing up for.
Key Takeaways:
[1:00] Risks and disclosures.
[4:20] About Kay Properties & Investments.
[5:00] Matt introduces Betty and today’s topic.
[6:00] Private placement memorandum, or PPM, is the official offering document that is compiled and put together for every DST.
[7:25] Betty shares the background of a PPM and how it is compiled.
[9:40] Matt adds that often a PPM is confused with an OM or offer memorandum. He shares what the difference is.
[11:00] Betty breaks down the different pages of a PPM and starts with describing the brochure to start.
[12:05] Betty then moves to the OM and explains more about what these pages have.
[13:45] She also shares that a PPM will contain pictures, maps, and specific information of the property. She lists what this information may include.
[14:40] Next you will find the risk and disclosures and after that will be the fine print.
[16:00] Matt adds that companies also may include investment highlights in the PPM.
[16:55] Betty then describes the fine print pages and what information it will contain.
[17:45] She explains how the table of contents can help you maneuver the PPM.
[19:10] Betty shares that prior performance is also an interesting thing to look up. She explains why.
[20:29] She also talks about the purchase agreement that you will have access to through the PPM prior to signing the document.
[21:15] Betty also talks about the financial forecast and the numbers page of the PPM.
[24:10] Matt gives a final overview of what the PPM should entail.
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.
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 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, Vice President Matt McFarland and Vice President Orrin Barrow talk about the risks when investing in real estate, specifically in DSTs. This is an important topic prior to making any investments and today they share how DST investors mitigate risks when they’re getting ready to invest in a property.
Key Takeaways:
[1:00] Risks and disclosures.
[3:50] About Kay Properties & Investments.
[4:30] Matt introduces Orrin and today’s topic.
[5:40] How are clients educated about the DSTs risks?
[6:30] With any investment, there are inherent risks.
[7:50] DSTs include fees so having confidence in the sponsor company’s business plan and competency to overcome those fees is important.
[9:10] In addition to introductory conversations, Matt shares that they have a lot of resources available for educational purposes and actual private place memorandums.
[10:35] How do they identify risks and mitigate them through the DST structure?
[11:25] Some of the risks in real estate are foreclosures. Orrin shares some of the scenarios where this can happen.
[13:00] Orrin talks about different diversifications of an investor’s proceeds and how this can help mitigate risks.
[14:10] Orrin also advises that if you don’t need to take on debt in your exchange, then you can opt for debt-free properties to alleviate risks.
[14:55] He also shares what they do at Kay Properties on top to alleviate as much risk for the investor.
[15:50] Matt also adds further about concentration risk and why they try to avoid that in Kay Properties.
[17:55] He also mentions about certain asset classes that they won’t touch in Kay Properties and explains why they view it to have higher risk.
[19:00] Matt also talks about competition risk and how their due diligence team vet their properties to identify this risk.
[20:20] In this very compressed market we have these days, Matt stresses the importance of these risks to be aware of and mitigate.
[22:25] Orrin also shares his sweet spot to start digging into the offer before your intended closing in today’s market.
[23:35] Active vs passive investor. Orrin shares how DST is not for everybody.
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.
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 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, Vice President Matt McFarland and Senior Vice President Jason Salmon talk about the flexible nature of the DST with its rules and guidelines and how that flexibility works with diversifying portfolios for more passive investments gains.
Key Takeaways:
[1:00] Risks and disclosures.
[4:15] About Kay Properties & Investments.
[4:55] Matt introduces Jason and today’s topic.
[7:15] How do DSTs play into the 1031 exchange when it comes to identification based on the rules of the exchange? How is it different from a traditional purchase?
[9:10] There are three rules of identification: the three-property rule, the two hundred percent rule and the ninety five percent rule. Jason explains each of them.
[10:05] Through 1031, your proceeds must go through a qualified intermediary. Jason explains how the flexibility of DSTs can be useful here.
[12:00] Matt adds that since DSTs are pre-packaged investment properties, it can alleviate a lot of closing risks that can come with a 1031 exchange. He explains how.
[16:05] DST offers to diversify in a lot of ways but because of that, it is a matter of collaboration to know the best investment for each and everyone.
[16:20] Matt gives three examples of how an individual can utilize a DST for their 1031 exchange. First is by using it as a primary exchange option.
[18:05] The second example is about covering an exchange.
[19:00] Number three is using it as a back-up ID.
[24:15] When it comes to diversifying a portfolio, how do investors take advantage of the DSTs flexibility?
[25:05] What does diversification mean? Jason shares what it implies.
[26:34] With the DST structure, you are building your own diversified portfolio. Jason explains how they can help investors with that.
[27:30] Diversification can span in many different aspects. Matt summarizes what these aspects are.
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.
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 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, Vice President Matt McFarland and Vice President Alex Madden dive into the importance of debt, how it works, and what are their advantages and potential risks in a 1031 exchange. Debt can be used as a powerful tool, but it is not without its risks.
Key Takeaways:
[0:45] Risks and disclosures.
[3:25] About Kay Properties & Investments.
[4:10] Matt introduces Alex and today’s topic.
[5:00] How does debt work from a 1031 exchange? What are their advantages and potential risks?
[6:25] Why is debt important in a 1031 exchange? Alex explains and describes the process of replacing debt.
[7:15] When you sell a property and you intend to do a 1031 exchange, the regulations state you must purchase equal or greater value from what you sold. Alex shares some examples.
[9:15] How does debt replacement work when it comes to investing in a DST?
[10:10] DST investors do not need to provide financial information. Alex explains how they are not personally liable for their non-recourse loans.
[12:45] Matt adds that the DST is going to be acquired by the DST sponsor company prior to it being offered.
[14:40] What are some of the advantages and disadvantages when it comes to taking on debt in a DST? Alex shares what things investors should be aware of.
[15:50] Some investors like to have debt to be potentially more streamlined from a tax perspective.
[17:45] Debt comes with risk and DSTs are no exemption. Alex shares what risks could look like in the DST structure.
[19:55] Taking on more debt is not always the right decision especially when you’re moving into retirement. Alex explains further why.
[21:50] Debt is not bad but it’s important to understand the risk that is involved.
[23:45] Matt also adds another advantage with DST which is flexibility. He shares further why so.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell continue their exchange from last week about the pros and cons of triple net assets and DSTs. They talk more about the different risks both investments have and which one allows for more flexibility and diversification.
Key Takeaways:
[1:20] Risks and disclosures.
[4:05] About Kay Properties & Investments.
[4:45] Matt introduces Steve and shares that today is part two from last week.
[6:50] Steve shares a quick overview from last week’s conversation.
[9:20] Matt describes what a DST is in comparison with a triple net asset.
[10:30] What would be the main reasons why investors would prefer a DST over a triple net?
[11:20] When you buy a triple net property, debt is gonna be expensive as long as the lease is running out. Steve shares further.
[12:40] In DSTs, you can diversify. Steve shares how DSTs can be used as an anchor for your portfolios.
[15:15] Matt highlights that investing in DSTs does not shelter investors from risk but in triple net, the risks can be more concentrated. He shares more insights into these risks.
[18:20] Risks can’t be eliminated entirely but DSTs have a flexibility that allows you to control your investment in a way.
[20:40] The DST structure allows all types of investors to buy a piece of asset that they wouldn't normally be able to afford on their own.
[22:00] Triple net lease assets are not truly passive. Steve explains why.
[23:20] Steve shares that most of his clients are looking for truly passive investments with multiple levels of risk mitigation. Therefore, they encourage diversification.
[24:05] Matt shares a story from another representative about the reimbursement part of owning a triple net.
[25:20] These stories are not uncommon. The purpose of Kay Properties educating their investors is for them to make informed decisions about their investments.
[28:36] Matt shares that the most rewarding part of his job is the long term relationship he develops with his clients. Majority of their revenue comes from repeat investments.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell circle back on the topic of the difference between triple net lease properties and DSTs. They discuss which option would be relevant for new prospective clients and investors looking to generate passive income.
Key Takeaways:
[0:55] Risks and disclosures.
[4:10] About Kay Properties & Investments.
[4:55] Matt introduces Steve and today’s topic.
[6:35] Triple Net Lease Properties vs DST. Which is the passive option?
[7:25] Triple net is an asset whether it’s a DST or not. Steve shares what are the different options based on different types of investors.
[8:20] What is a triple net lease property? Matt explains.
[9:10] DST is a type of entity that is used to hold titles to a piece(s) of real estate. Both triple net and DST can go together.
[10:20] Steve describes some of the triple net lease properties represented in Kay Properties.
[12:50] What are the advantages of buying through DST vs triple net?
[14:05] Steve talks about a client that he inherited as an example.
[15:25] Triple net is great and passive until something goes wrong. Steve expounds on this further.
[18:45] Matt adds what other types of tenant profiles can be represented with Kay Properties and their advantages.
[20:35] DSTs can provide true access into the institutionalized playing field of investments.
[21:40] What are the major benefits of DST vs triple net?
[24:30] Kay Properties focuses on posture in the market to mitigate the volatility to weather a potential storm.
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.
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 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, Vice President Matt McFarland and Vice President Jason Salmon talk about what is the purpose of a DST and the different motivations behind it. They also talk about the different types of investors they work with and how DSTs could be relevant to you.
Key Takeaways:
[1:00] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Alex and today’s topic.
[6:00] What is the overall purpose of a DST?
[8:50] Jason summarizes the major motivations for DSTs.
[9:45] Matt also adds that Kay Properties makes institution-size real estate deals accessible to private high network accredited investors.
[11:00] How do they define the top priorities of these DSTs and what do they provide to investors?
[12:30] Some investors lend towards specific categories of real estate for the purpose of preservation of wealth. Jason expounds on this further.
[14:30] Jason also shares about how DST can be used for tax deferrals.
[15:30] The predictability of DSTs is also an advantage. Matt shares further.
[18:20] Jason shares how the market place of DSTs has evolved in favor for investors in different types of situations.
[19:45] Real estate through the DST structure is not so different from other property investments. Jason explains why.
[21:10] Who are the typical investors that Kay Properties work with?
[23:00] Jason shares what are the requirements to invest with them. Investors they work with are generally passive.
[25:15] Other than passive investors, Matt also shares other types of investors they typically work with.
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.
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 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 Betty Friant and Vice President Alex Madden talk about debt and how it works within the 1031 exchange and DST. Debt can be a tool for investors seeking to potentially grow their portfolio. Investors should also understand the risks and consider alternatives.
Key Takeaways:
[0:50] Risks and disclosures.
[3:25] About Kay Properties & Investments.
[4:30] Betty introduces Alex and today’s topic.
[5:15] What is the importance of debt in a 1031?
[5:50] One rule with debt is the requirement to purchase equal or greater value real estate from what has been relinquished. Alex expounds on this further.
[7:45] What is a debt free DST?
[9:10] What are the advantages of owning a property with debt?
[13:00] Alex also talks about some of the reasons why investors don’t want to take on debt.
[15:15] The flexibility surrounding exit strategy is an advantage with DSTs. Alex shares some examples.
[17:20] Betty also mentions cross collateralization and why it could be a disadvantage with debt.
[18:20] How does debt continue with future exchanges?
[20:30] It’s important to consider the long-term ramifications before taking on more debt.
[21:40] Alex also shares what are the types of debt free properties in the market now.
[23:10] If Alex was a first time DST investor, would he pick one with or without debt?
[25:00] Betty also talks about doing a trial run DST and how that can be useful to new investors.
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.
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 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, Vice President Matt McFarland and Vice President Jason Salmon dig into the details surrounding an investor’s experience on a full cycle DST. This topic is an excellent introduction to new DST investors so tune in to learn more!
Key Takeaways:
[1:00] Risks and disclosures.
[3:50] About Kay Properties & Investments.
[4:30] Matt introduces Jason and today’s topic.
[6:20] Jason explains what it means for a DST to go full cycle.
[9:30] He also shares what investors can expect in terms of timelines.
[11:05] When the sponsor firm running the deal has a real offer, they usually circulate a preliminary notice to investors.
[12:15] The investors will be asked if they will do another 1031 exchange or take their proceeds. Jason shares what happens next with both scenarios.
[13:40] Jason also talks about replacement property options and what that means.
[16:30] It’s not uncommon when investors are not content with the offers, they get to take it off the table and go back to the market.
[17:45] What is the best way for an investor to prepare for a full cycle event?
[18:20] Timing is everything. Jason shares how the market conditions affect that.
[20:45] Nonetheless, there are options based on any deals that would be in the market. What’s important is to buy equal or greater value.
[21:50] Jason advises to consider options proactively rather than just waiting for a sale.
[23:15] Matt also adds what could be a good timing from the closing date to seek out specific replacement options.
[25:00] Jason closes to share that if anyone would like to know more about these concepts to reach out to their registered representatives for a more detailed walk through.
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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 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, Vice President Matt McFarland and Vice President Alex Madden talk about different asset classes, their perceived variability, and which ones they recommend against investing in. They share their reasons as to why certain assets are too risky for their investors to pursue.
Key Takeaways:
[1:00] Risks and disclosures.
[4:10] About Kay Properties & Investments.
[4:45] Matt introduces Alex and today’s topic.
[6:55] What is an asset class and what are the different asset classes available?
[9:20] How are properties classified in these different asset classes?
[9:40] Alex reminds the investor to discuss with their registered representative before diving into classification of assets.
[10:30] He also shares example scenarios of different asset classes such as multifamily.
[11:40] Another class would be a net lease asset type. Alex expounds on this further.
[13:25] Alex also shares an example of an anchor and buoy approach.
[14:20] Matt also expounds further on perceived variability of these approaches.
[16:50] Multifamily vs single tenant commercial property. Matt shares what could be valued higher and why.
[18:35] What’s the best DST? Alex explains what the dependencies are.
[20:40] Alex also shares the asset classes that they avoid and why.
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.
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 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, Vice President Matt McFarland and Senior Vice President Betty Friant share the questions they would ask investors to better understand them and their unique goals. Their goal is to always have the investor in mind and to match them with the best investments based on their risk tolerance and where they are in life.
Key Takeaways:
[1:00] Risks and disclosures.
[4:15] About Kay Properties & Investments.
[5:00] Matt introduces Betty and today’s topic.
[6:20] Matt greets Betty with a Happy Birthday!
[7:45] First, they talk about the relinquished property. Betty shares what questions they usually ask their clients.
[10:35] It’s highly encouraged to talk to your CPA and attorneys as they provide legal advice. It might be that you won’t need a 1031 exchange.
[13:00] What questions should investors ask when they are getting to the specifics of a transaction?
[13:55] Betty talks about one couple doing DSTs and shares what she advised them to do to fulfill their dream.
[15:45] Betty also explains why they need to know where you are in your investing life.
[18:35] The goal of asking all these questions is to ensure that your investment is the best fit.
[19:35] Betty also mentions 721 Exchange UPREIT and a brief overview of what they are.
[20:35] Betty shares an example of her own properties to explain what lazy equity is.
[22:05] What does having a balanced portfolio with DST look like?
[25:15] Betty also wants to know the type of decision-maker the investor is and explains why.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell talk about their different approaches to working with a client and their focus on the different stages of the investment process. It is Kay Properties’ goal to better educate and bring value to its investors.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Steve and today’s topic.
[5:50] What is the educational process of a prospective investor?
[7:05] Steve shares what are his priorities when entering people as investors.
[9:10] How does debt function in a DST?
[9:45] What are the strategies for doing a 1031 exchange using DST?
[10:55] Going closer to escrow, Steven shares what a sample portfolio would look like and how to refine it.
[11:40] Steven would like to have everything set up so they can close the DSTs as soon as possible.
[12:45] DST investments work well for many people but do not fit everyone so education is key.
[14:25] Phase two is exposure to different approaches and developing different strategies.
[16:25] Before getting into deals, it’s important to get a better understanding of the concept of DSTs, investments, and risks early into the process.
[18:25] Engaging an investor’s CPA and real estate attorney early on is really important.
[20:30] Timing is key. The more time we have on our side, the better.
[21:50] Preparing and building a foundation of knowledge in advance will alleviate a lot of the stress in the decision-making process.
[23:45] DSTs are not for getting rich, they are for preserving capital.
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.
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 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, Vice President Matt McFarland and Senior Vice President Chay Lapin talk about how DSTs can potentially benefit an investor's situation despite the many moving parts of the current economic environment. They also dive into how investors can diversify their risk and potentially protect their wealth.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[4:40] Matt introduces Chay and today’s topic.
[5:30] How has the current real estate environment impacted some of the DST trends?
[7:05] Chay provides an overview of the marketplace and the trends he sees.
[10:11] There are opportunities that arise but overall cap rates have gone down.
[11:35] What are some of the challenges that Chay has faced during acquisition and how has it impacted DST investments?
[12:35] Investors are only making 1-2% profit on a cash on cash investments vs. investing on high-risk real estate property at 7% return and unlocking equity.
[15:00] Even though they are low returns, we need to look at the big picture and the tax consequences you might be facing.
[16:15] Chay believes it’s time to put ourselves in a defensive position as there are a lot of moving parts in our current economic environments.
[18:25] Prices have skyrocketed but over time there is a potential to raise rents which will offset that.
[19:05] Matt dives more into trapped equity and what it’s about.
[22:45] Chay shares an example of how much you can achieve with a $100 rent increase on a unit.
[24:40] He shares more advice for investors within the DST structure.
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.
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 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, Vice President Matt McFarland and Vice President Orrin Barrow talk about zero coupon DSTs on this week’s episode. They provide an overview of why some investors choose these DSTs over others, who will benefit from a deal like this the most, and some of the pros and cons of buying a zero coupon DST.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Orrin and today’s topic.
[5:50] Kay Properties have 3 types of DSTs that investors can choose from.
[6:40] Orrin explains what a zero coupon DST looks like.
[9:10] You hold on to these particular DSTs for a longer period of time.
[11:00] What types of zero coupon deals can you find and acquire?
[11:40] Who type of investor would benefit the most from a deal like this?
[14:15] Orrin breaks down a smart way to structure your portfolio with zero coupon DSTs.
[17:00] What kind of risks should investors be aware of?
[19:40] You have to be aware that you might be hit with a ‘phantom tax’ bill.
[22:00] Despite those risks, the right investor can still see a lot of benefits based on their unique situation.
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.
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 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, Vice President Matt McFarland and Vice President Alex Madden talk about the 1031 exchange, its history, and where the new administration might change things. Legislators have tried to change the 1031 exchange in the past, but it still offers a lot of very beneficial tax advantages for many Americans and real estate investors. Find out more on what to expect in the upcoming years.
Key Takeaways:
[0:55] Risks and disclosures.
[4:15] About Kay Properties & Investments.
[5:10] Matt introduces Alex and today’s topic.
[5:40] There might be some changes happening in the 1031 exchange. What do investors need to be aware of?
[7:20] We don’t have a crystal ball, but this is the information that we know about right now.
[9:50] President Trump spoke about completely removing the 1031 exchange.
[10:15] Exchanges were removed for other assets like cars, jets, and more, but the real estate 1031 exchange was still kept intact.
[12:00] Real estate has really thrived in this country and the 1031 exchange is a powerful part of the tax code for investors to take advantage of.
[15:00] What types of changes can investors expect to see in the 1031 exchange tax code?
[20:15] Regardless of how legislators might feel about this benefit, the money the government generates from the 1031 exchange alone is very substantial and can’t be ignored.
[23:15] How do DSTs play into all of this?
[26:10] Reach out to your Kay Properties representative for any additional questions you might have!
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.
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 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, Vice President Matt McFarland and Senior Vice President Jason Salmon talk about the importance of a private placement memorandum and what investors should be looking for/understanding in a document like this. They also go into how they structure this document and the journey they help their investors through as they begin to purchase DST real estate.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Betty and today’s topic.
[5:45] Why is a Private Placement Memorandum (PPM) so important?
[11:30] A quick overview of what a PPM usually looks like.
[16:35] What should you be looking for in the executive summary?
[20:15] A big part of what Kay Properties does is diagnose, categorize, and understand risk when it comes to investing in real estate.
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.
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 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, Vice President Matt McFarland and Senior Vice President Betty Friant go into the benefits of a triple net property within a DST structure. With Betty’s extensive experience as a triple net real estate broker, she has been on both sides of the space and underlines some of the unseen risks of owning a triple net property outright vs. in a DST.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Betty and today’s topic.
[6:45] What is a triple net property?
[10:25] What are some of the benefits of a triple net property?
[13:45] If you were to buy a commercial property on your own, there’s a lot of legwork and due diligence involved.
[16:25] What’s the distinction between a DST and a triple net property?
[20:15] Matt breaks down the inflation risk that you can have on a triple net property.
[23:35] Despite being in this space for a long time, Betty has not bought a triple net property outright because of its price tag. However, when it was structured in a DST, it became a different story.
[26:00] Matt shares some additional DST benefits.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell talk about debt in this week’s episode and how it relates to your DST portfolio. They go over some of the risks you need to be aware of, some common industry practices that you might not know, and they also cover commercial debt and what you need to be aware of before going into a deal like this.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Steve and today’s topic.
[6:40] How does debt, DSTs, and the 1031 exchange all play together?
[10:30] What are some of the risks when playing with debt?
[11:45] You want to make sure to ask if this property/deal has a bridge loan attached to it.
[14:30] What do you need to know about commercial debt?
[18:35] What is a cash flow sweep?
[21:15] All of this comes down to your unique tolerance for risk. Be sure to explore all your options with your Kay Properties representative.
[23:35] Remember, you can not refinance a DST.
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.
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 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, Vice President Matt McFarland and Vice President Steve Haskell break down the typical lifecycle of a DST. Everything from what a sponsor relationship would look like, how Kay Properties conducts their due diligences, their custom-tailored approach, and more!
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:45] Matt introduces Steve and today’s topic.
[6:45] Steve walks you through what a typical sponsor relationship would look like.
[11:35] Kay Properties then conducts their due diligence to ensure the property really is what is being presented.
[14:40] There is no perfect deal. There are risks.
[15:30] Kay Properties creates a customized portfolio that showcases the risks based on the investor’s unique risk tolerance.
[21:45] What does it make sense to sell a DST?
[27:35] DSTs are really a turnkey solution for many investors who want passive income.
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.
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 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, Vice President Matt McFarland and Vice President Orrin Barrow talk about the different asset classes an investor can invest in within the DST Structure. Orrin shares how an asset class gets categorized, what Kay Properties prefers to invest in, and their investment approach when it comes to these different asset classes in today’s episode!
Key Takeaways:
[0:55] Risks and disclosures.
[3:50] About Kay Properties & Investments.
[4:45] Matt introduces Orrin and today’s topic.
[6:05] What asset classes do Kay Properties work with and not work with?
[7:55] Remember, DSTs are 5-10 year investments. So it’s important investors don’t get caught up in short-term threads.
[9:20] Kay Properties likes to take a conservative approach to their investment portfolio and strategy.
[10:45] How do these asset classes get categorized?
[14:35] As an investor, what are you looking to accomplish? Stability? Rapid growth? The strategy will differ.
[18:15] At the end of the day, no one can predict the market. A lot of these investments are projections of estimated returns you might get.
[19:40] The DST was made with diversification in mind.
[23:45] Want to diversify and have specific goals in mind? Reach out to your Kay Properties representative for a customized plan.
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.
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 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, Vice President Matt McFarland and Vice President Alex Madden go over why certain asset classes are just too risky for their investors. They also provide insight on what goes into their risk awareness strategy and how they’re constantly thinking about the investor, and their goals, in mind.
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[5:00] Matt introduces Alex and today’s topic.
[7:00] Kay Properties evaluates every deal that comes out in the DST space. They usually fall into 3 categories.
[8:45] Interested in a riskier DST category? Definitely talk to your Kay Properties Representative to explore all the options.
[11:35] What real estate is just too risky to consider?
[15:05] Although there might be big demand, that doesn’t get rid of the risks.
[18:40] There are always risks involved in any investment you choose, however Kay Properties wants to meet the goals of the investor; which is to provide them with passive income.
[22:00] For example with hotels, whenever there is a correction in the market, hotels and the tourism industry tends to suffer.
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.
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 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, Vice President Alex Madden and Senior Vice President Jason Salmon sit down to cover the lifecycle of a DST, everything from the creation of a DST to the purchase of one. How does this process all work? All your questions are answered in this week’s episode!
Key Takeaways:
[0:55] Risks and disclosures.
[3:45] About Kay Properties & Investments.
[4:25] Alex introduces Jason and today’s topic.
[5:05] Jason starts at the beginning. How is a DST created?
[11:05] What does the middle cycle of a DST look like?
[14:45] What does the end of a DST cycle look like?
[19:05] At the end of the cycle, you have the same options as you did when you first entered into a DST.
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.
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 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, Vice President Matt Mcfarland and Senior Vice President Betty Friant talk about how they leverage the power of sample portfolios to paint a more encompassing picture for their investors and what their future portfolio could look like in this week’s episode!
Key Takeaways:
[0:55] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[5:10] Matt introduces Betty and today’s topic.
[5:50] Let’s dive into how a ‘sample portfolio’ works within the DST space.
[12:15] A sample portfolio gives investors a more in-depth look at what their portfolio would look like if they were to diversify in different areas. This can be within their comfort zone or outside of it, but at the end of the day, the investor decides what feels right for them.
[13:30] After this sample run, investors now have a roadmap they can use as they acquire assets.
[16:05] There is never a one-size-fits-all approach to investing. Each person has a different journey and place in their life and different risk appetites.
[18:55] Don’t have a sample portfolio yet? Reach out to your Kay Representative. It’s a great roadmap to have!
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 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.
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 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, Vice President Matt Mcfarland and President Chay Lapin talk about net lease real estate structures and how they work within the DST structure. Chay dives into why it’s appealing to an investor, the best ways to structure it, and what your responsibilities are under this structure in this week’s episode.
Key Takeaways:
[0:55] Risks and disclosures.
[4:05] About Kay Properties & Investments.
[5:10] Matt introduces Chay and today’s topic.
[6:25] What does single, double, and triple net lease real estate mean and how can investors use it to their advantage?
[10:55] Are net leases truly passive income?
[12:30] What do you need to know about the lease structure of a net lease?
[15:45] Here are some of the risks of a net lease.
[19:25] Corporate tenants can use legal tactics to strongarm small landlords (who might not be able to afford legal counsel) into breaking their contract.
[21:35] What are some of the aspects Chay looks for in a good net lease property?
[26:45] No matter what, always have a lawyer familiar in this space review the leases, especially if they’re a corporate tenant.
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.
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 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, Vice President Matt Mcfarland and Senior Vice President Betty Friant dive right into qualified opportunity zones, what they are, why it’s important to take action on it before the end of the year, and so much more!
Key Takeaways:
[0:55] Risks and disclosures.
[4:05] About Kay Properties & Investments.
[4:50] Matt introduces Betty and today’s topic.
[6:25] Now is the best time to be thinking about qualified opportunity zones.
[7:00] What are qualified opportunity zones?
[8:50] Qualified opportunity zones don’t have to just be the sale of the real estate. Betty explains how this works.
[10:40] How are qualified opportunity zone funds structured?
[14:25] A qualified opportunity zone is more complex than a DST, but the tax incentives can fill a vital part of your portfolio.
[17:30] The real power of a qualified opportunity zone is that it can forgive gains.
[21:15] What’s the best method for you? A qualified opportunity zone or a DST?
[25:00] With a qualified opportunity zone, you can pull out your cash from an investment ahead of time.
[27:00] Interested to know more? Reach out to your Kay Representative!
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.
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 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, Vice President Matt McFarland and Vice President Orrin Barrow talk about the structural limitations of DSTs and what investors need to be aware of before they invest in a fund.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[4:50] Matt introduces Orrin and today’s topic.
[7:00] There are always risks involved with DSTs. Please reach out to your Kay Representative for a more extensive talk on what these risks might entail for your particular situation.
[7:15] What are some of the limitations of a DST?
[9:15] If you can’t refinance your debt-free DST, what can you do?
[13:30] Orrin does an overview on how to add value to a property when certain capital expenditures are at play.
[16:30] Remember DST properties are a buy, hold, cashflow, and sell strategy.
[18:20] What do investors need to know about equity contributions? Can you reinvest your cash flow?
[21:45] Tired of managing properties? DST is a great alternative. Curious to know more? Reach out!
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.
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 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 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 week’s episode, Vice President Matt McFarland and Vice President Alex Madden talk about the concept of inflation and how inflation should be considered within the overall DST investment Strategy.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[5:50] Matt introduces Alex and today’s topic.
[7:10] The definition of inflation and why it’s important in our current economy.
[9:50] Best ways investors can capitalize on inflation.
[10:30] How to consider lease terms, types, and how inflation affects them.
[14:20] Matt expands on inflationary risk.
[17:15] Different property types and operating costs.
[21:25] What strategies should you implement during a 1031 exchange?
[23:30] A little bit about the Kay Properties team and how we work with investors.
[25:00] Have questions? Reach out to your Kay representative for more information!
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.
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 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 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 week’s episode, Vice President Matt McFarland and Senior Vice President Betty Friant talk about the various resources on the Kay Properties website and what resources are available to investors.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[5:55] Matt introduces Betty and today’s topic.
[7:40] Once you are on the website homepage, where should you go from there?
[13:20] Matt circles back to the resources and educational process of the website.
[15:20] What is the backend of the website? Betty explains which resources to utilize.
[16:10] Betty explains in depth how the inventory button works.
[18:00] Betty goes over property oversights and how to get more information.
[22:30] How do you get to properties for exchanges and cash investments?
[24:35] Matt summarizes why investors should utilize the website.
[26:45] Betty closes with why you should ask a representative for a sample portfolio.
[27:40] Have questions? Reach out to your Kay representative for more information!
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.
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 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 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 week’s episode, Vice President Matt McFarland and Senior Vice President Jason Salmon talk about how investors use debt in a DST. They dive into how debt is replaced in a 1031 exchange and share the advantages and disadvantages with investing in this format.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[6:00] Matt introduces Jason and today’s topic.
[6:30] Jason provides an overview of the debt requirements in an exchange.
[10:45] How does debt work in a DST and what should investors consider?
[13:30] How are DSTs set up?
[14:40] Matt gives insight to the mechanism of a DST and how investors can leverage it.
[17:35] Jason shares his thoughts on debt and risk vs. reward.
[20:05] Looking into debt itself, what is the foreclosure risk?
[22:40] What are some potential arguments for an investor taking on debt vs. staying debt free?
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.
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 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 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 week’s episode, Vice President Matt McFarland and President Chay Lapin talk about the different types of investors that work with Kay Properties and how DSTs can be utilized, specifically as it pertains to a 1031 exchange investment.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[5:05] Matt introduces Chay and today’s topic.
[7:15] What are the different approaches investors take when it comes to DSTs?
[8:15] What is available for younger investors and professionals?
[11:15] Chay gives insight on why active investors consider DSTs as a backup strategy.
[13:10] Chay explains the ‘covering’ of the exchange.
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.
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 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 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 week’s episode, Vice President Matt McFarland and Vice President Steve Haskell talk about why an investor should consider selling their investment property now v.s. later and they also break down the best way to utilize 1031 exchanges into DST investments.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[4:10] Matt introduces Steve and today’s topic.
[5:50] What is the current real estate climate the country is experiencing today?
[9:05] Steve shares insight on unlocking trapped equity in real estate and how DSTs are utilized.
[12:20] Are DSTs a good option for you and how can an investor leverage passive ownership diversification?
[16:00] Steve touches on the institutional aspect within the DST structure and how they transition clients to DSTs. He also shares some of the common risks clients need to be aware of.
[18:40] What are the asset and value opportunities for Kay Properties investors?
[21:25] Have questions? Reach out to your Kay representative for more information!
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.
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 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 21 Billion of DST 1031 investments
Vice President Matt McFarland and Senior Vice President Jason Salmon sit down to share what a client walkthrough at Kay Properties looks like and what an investor can expect when working with the Kay Properties team directly. Also, at the end, find out through a client case study what it looks like to go from A to Z with the Kay Properties team and hit specific investment milestones in your portfolio.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[5:00] Matt introduces Jason and today’s topic.
[6:10] Jason does a quick walkthrough of what a typical client journey looks like once they begin working with Kay Properties.
[8:40] Education is a critical piece to the puzzle when investors first begin dipping their toes in DSTs.
[10:50] Kay Properties have put together an excellent education package for their clients to really understand the fundamentals of this space.
[11:50] After the education piece, Kay Properties staff work closely with an investor to explore their unique situation and the types of investment opportunities that are available to them. This process has to be a team effort between investor and staff.
[16:15] After understanding an investor’s risk appetite and their specific investment timeline they’re under, that’s when the Kay Properties staff will begin curating investment deals that match what the investor is looking for.
[19:05] There are a lot of deals going on. Not every deal out there will be a right fit. However, Kay Properties prioritizes deals based on a client’s situation. This customized approach is key.
[23:05] Jason shares a bit of background behind this client case study.
[28:15] Jason breaks down what happens when these particular investors found a few properties that they were excited about.
[33:20] Working with a Kay Properties representative? Give them a call and ask them about this process.
[36:10] Key Properties is always available for a phone call. Have questions? Feel free to reach out!
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.
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 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 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 week’s episode, Vice President Matt McFarland and Vice President Alex Madden talk about some of the benefits of a Qualified Opportunity Zone fund as well as tax considerations investors should keep in mind when choosing for this option.
Key Takeaways:
[0:55] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[5:00] Matt introduces Alex and today’s topic.
[5:55] What is a qualified opportunity zone and how did it first get started?
[9:55] It’s important you reinvest the same amount of money the property was purchased for. What kind of tax benefits can investors see by doing this?
[11:45] Any growth that occurs within an opportunity zone fund is tax-free, similar to a Roth IRA structure.
[13:20] Investors have 2.5 years to double the value of the property that’s owned by the fund.
[14:00] What’s powerful about an opportunity zone fund is that it has the potential to forgive potential gains, which reduces your capital gains tax bill.
[16:30] When does an opportunity zone fund make more sense than a 1031 exchange?
[19:15] Have questions? Reach out to your Kay representative for more information!
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.
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 Delaware Statutory Trust 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.
Vice President Matt McFarland and Vice President Steve Haskell walk listeners through the different debt-free Delaware Statutory Trust (DST) options that are available to accredited investors. Why are debt-free DSTs a good option for your portfolio? When does it make sense to invest in one? All these questions discussed and more in this week’s episode!
Key Takeaways:
[0:45] Risks and disclosures.
[3:45] About Kay Properties & Investments.
[5:00] Matt introduces Steve and today’s topic.
[7:15] Ideally, you want to hold DSTs for 5‒7 years.
[8:05] Why does Steve like the 5‒7 hold period?
[10:00] What are some of the benefits of debt-free DSTs?
[14:40] With the upcoming tax code changes, it’s important to stay flexible.
[17:10] The good news is, by going through the debt-free route, you have time to pick and shop!
[20:45] What is a “Springing LLC”?
[24:20] Are you worried about what the President has coming down the line in terms of new tax code changes? Don’t be! Steve is hopeful.
[24:35] If you have a DST business plan, Matt wants to make a note that this debt-free strategy would be a pivot from that plan.
Resources
Website: Kpi1031.com
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
About Kay Properties and 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.
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 Delaware Statutory Trust 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.
Vice President Alex Madden and Senior Vice President Jason Salmon discuss some DST trends they’ve seen over the last 10 years, what benefits a DST has for a 1031 exchange, and so much more in this week’s episode!
Key Takeaways:
[0:45] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[4:35] Alex introduces Jason and today’s topic.
[7:10] How did DSTs turn into a great leverage asset?
[10:05] What are an investor’s options if they want to do a 1031 exchange within a DST?
[12:05] Jason shares DST trends he’s been seeing over the last ten years.
[16:20] Want to know more about the basics of a 1031 exchange? Reach out to a Kay representative!
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.
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 Delaware Statutory Trust 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.
Vice President Matt McFarland and Vice President Orrin Barrow break down what makes Kay Properties different and how their clients get a premium service that’s customized to them and their investment needs. You not only get a tailored approach, but you will have an entire team working on your best interests and readily available to provide additional educational resources.
Key Takeaways:
[0:45] Risks and disclosures.
[4:00] About Kay Properties & Investments.
[5:00] Matt introduces Orrin and today’s topic.
[6:10] What makes Kay Properties different?
[7:15] You will have a Kay Properties representative walk you through a property menu based on your investment goals.
[9:25] Every investor comes from a different level of knowledge about the DST space.
[10:55] The best way to get comfortable with a DST is by understanding every aspect of how it works.
[16:20] Why does Kay Properties space out their investor’s close day by about 30 days?
[19:45] Kay Properties has offices all around the country so that investors can come in and work with a representative face-to-face.
[22:10] Orrin shares additional benefits and the types of resources you are tapped into when you work with a personalized team at Kay Properties.
Resources
Website: Kpi1031.com
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
About Kay Properties and 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.
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 Delaware Statutory Trust 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.
Matt McFarland and Senior Vice President Betty Friant sit down to discuss how to read and properly evaluate a property menu. There are a couple of things to consider before you pick a property that is eligible for a 1031 exchange, and it’s important to read the property terms and definitions carefully beforehand. Betty shares insights into what you should be considering and what these terms mean in this week’s call!
Key Takeaways:
[0:45] Risks and disclosures.
[4:15] About Kay Properties & Investments.
[5:00] Matt introduces Betty and today’s topic.
[7:25] What types of labels would investors find in property menus?
[12:45] How should investors be thinking about debt and equity?
[13:50] If you have a loan on your property, you will have to replace that loan in your new property in the 1031 exchange.
[19:00] Need a better visual representation of what a property menu looks like? Reach out to your Kay property representative.
[19:25] What does PPM mean?
[23:25] When you’re looking at the financials of a property, they’re going to look similar to a Schedule E form.
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.
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 Delaware Statutory Trust 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.
Vice President Matt McFarland and President Chay Lapin break down what a 721 Exchange is and how it’s different from a 1031 exchange. They also dive into when an investor should consider using one, some of the pros and cons, and they also do a quick overview on certain capital gains considerations.
Key Takeaways:
[0:45] Risks and disclosures.
[3:45] About Kay Properties & Investments.
[5:10] Matt introduces Chay and today’s topic.
[8:15] Everyone’s portfolio and tax situation is different and based on that, the 721 exchange can be more complex than a 1031 exchange.
[8:40] What is a 721 exchange?
[11:15] A 721 exchange allows you to liquidate your operating shares in chunks.
[14:50] You want to rely on and look back on your business plan when working in a 721 exchange so that you can keep on track with your goals.
[15:25] There are three decision options/verticals to pick from in a 721 exchange.
[17:45] What are some of the cons of a 721 exchange?
Resources
Website: Kpi1031.com
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
About Kay Properties and 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.
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 Delaware Statutory Trust 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 Alex Madden talk about DSTs and when it makes sense to exit out of one. It’s important to have a business plan and to stick to that 5-10 year business plan no matter what the market cycle might be at the time. If liquidity is a concern, Matt and Alex address what an investor can do on this week’s call.
Key Takeaways:
[0:45] Risks and disclosures.
[3:55] About Kay Properties & Investments.
[4:40] Matt introduces Alex and today’s topic.
[7:00] Real estate is an inherently illiquid asset.
[10:00] DSTs do take time to see value. It’s important to have a 5-10 year business plan.
[11:05] Are you concerned about liquidity?
[17:00] There is no obligation to do a full 1031 exchange, but if it’s a concern then it’s best to coordinate with your CPA on the tax consequences.
[18:25] What’s a typical buyer of a DST property?
[20:35] When your DST investment is sold to a third-party, investors will still have the ability to do another 1031 exchange.
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.
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.
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust investment process.
Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust (DST) structure, timing, cash investing, REITS, real estate, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
In this episode, you will be hearing from Vice President, Matt McFarland and President Chay Lapin as they talk about the pros and cons of working with a generalist on your Delaware Statutory Trust and private equity offerings and/or a specialist in this space. The good news is that you can do both! It doesn’t have to be either/or for your portfolio.
Key Takeaways:
[0:15] Risks and disclosures.
[3:00] About Kay Properties & Investments.
[4:00] Matt introduces Chay and today’s topic.
[5:55] What’s the difference between a generalist and a specialist?
[11:30] Here’s why a specialist might be beneficial to you based on your unique situation.
[12:55] A financial planner that you work with might just be a one man or one woman shop. It’s nice to have multiple people across different industries (due diligence, legal, accounting, etc) to help cross-check an asset and its risks.
[15:25] What does Kay Properties' due diligence process look like?
[20:10] There’s a lot of uncontrollable events out there and at the end of the day, it’s about reducing the risk as much as possible.
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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.
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, real estate, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
In this episode, you will be hearing from two of our Vice Presidents, Matt McFarland and Alex Madden as they break down inflation in real estate, what does the investor need to know, and ways to protect their assets against inflation.
Key Takeaways:
[0:15] Risk and disclosures.
[3:20] About Kay Properties & Investments.
[5:20] Introducing inflation as the main topic.
[7:35] Why is real estate a good hedge for inflation?
[14:00] Inflation doesn’t happen in a vacuum. Inflation is typically not going to be the killer in real estate.
[16:35] What’s the best way forward for DST investors?
[18:05] There is no silver bullet at the end of the day. The next best thing is to mitigate the risks.
[19:45] Each client is different. Depending on risk tolerance, portfolio size, and more, Alex would recommend different strategies to mitigate their risk.
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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.
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
Key Takeaways:
[0:15] Customer risk and disclosures.
[3:10] A little bit about Kay Properties.
[5:40] Orrin does a quick overview of what has happened in the DST space in the past 12 months.
[9:40] The IRS extended their deadline in light of COVID and the pandemic, which gave investors some breathing room.
[11:30] Senior homes and hotels have not performed well in the last year and Orrin doesn’t believe they’ve recovered yet.
[12:50] What assets have been able to stay afloat so far?
[16:20] 33% of tenants were behind on rent last year. The real estate industry took a big impact.
[18:25] Self-storage was an asset class that performed very well in 2020.
[20;45] Orrin shares why diversification is key when it comes to withstanding the real estate highs and lows.
[21:35] Interested in working with Kay Properties? Reach out!
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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.
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
In this episode, you will be hearing from our Vice President, Matt McFarland and our President, Chay Lapin as they talk about debt and how an investor can best assess the risks associated with debt on DSTs.
Key Takeaways:
[0:10] Risks and disclosures.
[3:10] About Kay Properties & Investments.
[6:10] How does debt work in the DST structure?
[8:00] It is critical to understand the terms of the debt you’re signing up for.
[9:50] Defeasance, Prepayment Penalties, and Exit Strategies: When you sell a property at year 5, and you still have a 10-year loan on it, you may have to take a hit.
[11;50] What are some loan terms that you should be aware of and that might potentially bite you later down the line?
[14:55] If you’re using debt, it’s critical you diversify.
[15:55] What are the potential downsides of cross-collateralization?
[19:00] How have different asset classes performed over the years, especially when there was a market downturn? And, how do they fit into the DST space?
[23:25] Chay explains why he is not a fan of hotel deals.
[27:45] Chay offers recommendations on how an investor can best prepare for the unknown future ahead.
[33:25] Interested in working with Kay Properties? Reach out!
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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.
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
In this episode, you will be hearing from our Vice President, Matt McFarland and Senior Vice President, Jason Salmon to get better clarification on the three identification rules an investor can utilize in a 1031 exchange, and also gain more clarity on how the 200% rule can work for an investor’s unique situation.
Key Takeaways:
[0:10] Risk and disclosures.
[3:20] About Kay Properties.
[5:25] There are three identification rules an investor needs to consider, Jason shares what you need to know.
[9:00] There’s some misconceptions on how these identifiers fit into a DST.
[10:20] Why should investors consider the 200% rule?
[11:55] How does debt or an all-cash deal impact the 200% rule?
[15:55] Don’t wait until the last minute if you want to take advantage of these rules!
[20:55] How to properly structure the identification sheet for the QI when using DSTs.
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.
Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
In this episode, you will be hearing from our Vice President Matt McFarland and our Senior Vice President Betty Friant as they discuss single-tenant net-lease properties and how they work within the DST structure.
Key Takeaways:
[0:10] Customer risk and disclosures.
[3:25] A little bit about Kay Properties.
[4:25] A bit about Betty and what she does at Kay Properties.
[5:50] What is the difference between a triple net property (NNN) vs. a DST?
[9:30] Triple net property vs. double net property.
[10:55] How do cap rates apply in the triple net space?
[14:50] Betty shares how to determine the value of a net-leased property.
[17:40] How much money would you pay on a triple net property space?
[18:50] DSTs offer a very compelling diversification advantage that you don’t really see if you were to buy a property flat out.
[20:45] Investors can be put at a disadvantage trying to negotiate a better deal when they own a triple net property.
[25:30] Interested in working with Kay Properties? Reach out!
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at 855-899-4597
Meet the Kay Properties Team: kpi1031.com/meet-our-team
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.
Welcome to Sponsor Stories with Kay Properties — An in-depth look at over 25 Delaware Statutory Trust (DST) Sponsor Companies that investors have access to on the kpi1031.com marketplace. The kpi1031.com marketplace 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 a 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 15 Billion of DST 1031 investments.
In this episode, you will be hearing from our Senior Vice President and Managing Director of Real Estate Analytics, Jason Salmon. He interviews John Wagner of Cove Capital about their due diligence process in acquiring a property, their debt free DST program, and shares a little bit about Cove Capital’s potential exit strategy.
Key Takeaways:
[2:50] Customer risk and disclosures.
[4:35] A little bit about Kay Properties.
[5:55] John shares what he does at Cove Capital.
[7:55] In what asset classes and in what states does John like to focus?
[11:05] John explains a bit more about Cove Capital's process of acquiring a property.
[13:25] What is John working on right now? He talks about the Cove DC MSA Medical DST.
[18:55] What is Cove Capital’s investment strategy?
[21:45] John dives into Cove Capital’s potential exit strategy.
[24:30] Interested in working with Kay Properties? Reach out!
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
Kay Properties is a national Delaware Statutory Trust (DST) investment
firm. The www.kpi1031.com platform provides access to the marketplace of DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor companies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a 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 15 Billion of DST 1031 investments.
This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior to investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed. Securities offered through Growth Capital Services member FINRA, SIPC Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104.
Welcome to Sponsor Stories with Kay Properties — An in depth look at over 25 Delaware Statutory Trust (DST) Sponsor Companies that investors have access to on the kpi1031.com marketplace. 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
Today, you will be hearing from our Senior Vice President and the Managing Director of Real Estate Analytics, Jason Salmon as he interviews Andy Wang of Passco about keeping the risk minimal for his retired clientele, why new apartment complexes are his preferred investment asset class, and Passco’s extensive 20+ years of experience in the marketplace.
Key Takeaways:
[3:00] Customer risk and disclosures.
[5:20] A little bit about Kay Properties.
[6:40] Andy gives a brief overview of what a 1031 exchange is and how a DST fits into that.
[9:45] Passco is a DST sponsor. What does it mean to be a DST sponsor and how does it work?
[11:05] What has Andy’s experience been with Kay Properties?
[13:00] A lot of Passco’s clients have done 1031 exchanges themselves and are faced with a huge tax bill.
[14:00] Andy likes to focus on new apartment complexes because it means the risk of repairs and unexpected problems is minimal.
[15:00] What sets Passco apart from other DST sponsor companies?
[18:00] The client needs to know what’s going on and Passco prioritize communication and transparency with their clients.
[20:25] How many potential deals/offers does Andy and his team look through before they make an offer?
[25:05] Interested in working with Kay Properties? Feel free to reach out!
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
Kay Properties is a national Delaware Statutory Trust (DST) investment
firm. The www.kpi1031.com platform provides access to the marketplace of DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor companies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a 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 15 Billion of DST 1031 investments.
This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed.
Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.
Welcome to Sponsor Stories with Kay Properties - An in depth look at over 25 Delaware Statutory Trust (DST) Sponsor Companies that investors have access to on the kpi1031.com marketplace. 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments.
Today, you will be hearing from our Senior Vice President, Betty Friant as she interviews Paul Van of Croatan Investments about the preferred geographical locations in his investment portfolio and what types of asset classes he likes to invest in.
Key Takeaways:
[2:55] Risks and disclosures of investing in real estate, 1031 exchange properties and DST investments
[5:25] A little bit about Kay Properties.
[7:35] Paul explains what a 1031 exchange is and a DST.
[10:05] Croatan Investments is a DST sponsor firm. Paul explains how, and why, they became a sponsor.
[14:25] Paul’s investment sweet spot is middle-income workforce housing or Class B to A- housing.
[16:55] What does a typical property look like for Paul and his portfolio?
[18:45] Paul shares the states and cities he really likes investing in. He likes Washington, DC; Richmond, Virginia; and Raleigh, North Carolina; just to name a few.
[22:15] Paul prefers to use third-party managers to manage their properties because it brings their focus back on finding high-quality investment properties.
[24:20] Paul shares his experience with working with Kay Properties.
[27:00] Interested in working with Kay Properties or in gaining access to the www.kpi1031.com marketplace? Feel free to reach out!
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at: 855-899-4597
Connect with Betty Friant from Kay Properties: betty@kpi1031.com
About Kay Properties and www.kpi1031.com
Kay Properties is a national Delaware Statutory Trust (DST) investment
firm. The www.kpi1031.com platform provides access to the marketplace of DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor companies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a 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 15 Billion of DST 1031 investments.
This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed.
Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.
Welcome to Sponsor Stories with Kay Properties - An in depth look at over 25 Delaware Statutory Trust (DST) Sponsor Companies that investors have access to on the kpi1031.com marketplace. 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments. Today, you will be hearing from our representative, Betty Friant, as she interviews Louis Rogers of Capital Square about the increased growth happening in the medical real estate market.
Key Takeaways:
[3:10] A quick overview about Kay Properties.
[5:20] What is a DST?
[5:40] What is a section 1031 exchange?
[6:30] If you exchange properties throughout your lifetime, you have the opportunity to build wealth for your generation, your kids, and your grandkids. Your heirs can sell the property and the tax is forgiven.
[7:40] What is a DST Sponsor?
[9:05] Louis shares his story on how he got started at Capital Square.
[10:15] How does Louis and his team help investors with their section 1031 exchanges?
[12:30] The rental market is booming and it's a trend Louis is seeing throughout the south-east US.
[14:25] Louis really likes medical real estate because no one is getting any younger and people will be needing these services in the near future.
[16:45] How does Louis choose and finds qualified properties?
[17:35] Louis searches for stability. If they lost half of their residents, they would still pay their bills.
[19:15] Louis’s strategy is extremely conservative because he wants to preserve the wealth of his investors. Boring, stable properties are good properties.
[22:50] Louis says that Kay Properties has always provided outstanding service and expertise. 110 years of experience is nothing to bark at! There hasn’t been a 1031 issue Kay Properties hasn’t been able to address. *These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials. Please speak with your attorney and CPA before considering an investment.
[25:15] Diversification is key and Kay Properties also focuses on this as part of a good portfolio investment strategy. *Diversification does not guarantee profits or protect against losses.
[27:10] It really comes down to our people and that’s what we believe makes a place like Kay Properties and Capital Square so special.
[30:00] Kay Properties is here to help hold your hand throughout the whole 1031 exchange process and to help you get connected with the right experts like Louis and his company at Capital Square on the market place.
Resources
Website: https://www.kpi1031.com/
Call Kay Properties at: 855-899-4597
Connect with Betty Friant from Kay Properties: betty@kpi1031.com
About Kay Properties and www.kpi1031.com
Kay Properties is a national Delaware Statutory Trust (DST) investment
firm. The www.kpi1031.com platform provides access to the marketplace of DSTs from over 25 different sponsor companies, custom DSTs only available to Kay clients, independent advice on DST sponsor companies, full due diligence and vetting on each DST (typically 20-40 DSTs) and a 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 15 Billion of DST 1031 investments.
This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed.
Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. Kay Properties and Investments, LLC and WealthForge Securities, LLC are separate entities.