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.