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: [email protected] 

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: [email protected] 

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.