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.

• 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.