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 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 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.

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 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 (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.