Kay Properties Podcast

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.