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.

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 Senior Vice President Steve Haskell address some fears investors are having about the uncertain market. Right now, investors are looking for safe ways to store their cash while bracing for the upcoming market hit. In this episode, Matt and Steve talk about some unseen tax pitfalls that might come up in the next few months and what investors should be aware of if they were to sell their properties.

Key Takeaways:

[0:55] Risks and disclosures.

[3:50] A little bit about Kay properties.

[4:40] Matt introduces Steve and today’s topic. 

[7:40] Interest rates are going up! Is a recession soon to follow? 

[9:30] The stock market always goes up, right? 

[11:30] One of Steve’s clients lost money because of poor CPA financial advice. 

[12:00] What should investors ask their CPAs about when it comes to their 1031 exchange?

[15:30] What is the true cost of taking the cash and using it to pay taxes? Matt runs some numbers.

[17:50] When there’s fear in the market, it’s important to have the bigger picture.  

[20:25] Financial advisors are telling clients to cash out. Is this a good idea? 

[27:20] Investors have to do what’s right for their situation and their family. 

[28:20] Real estate is a longer term strategy than stocks are. 

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 & Managing Director Betty Friant discuss some of Matt’s thoughts on where the market is headed. In this casual chat, you find out more about Matt’s passion for real estate and his enjoyment in seeing investors succeed with their long-term goals. 

Key Takeaways:

[0:55] Risks and disclosures.

[4:15] A little bit about Kay properties.

[5:10] Matt introduces Betty and today’s topic.

[7:20] Betty interviews Matt and gets a little bit of background on how he found himself in the DST business. 

[11:05] What does Matt look for in a good real estate investment? 

[15:35] How is Matt thinking about this market uncertainty that’s happening right now? 

[18:40] No matter if the market is down or up, there is always going to be an opportunity to make money.

[20:00] Real estate is a longer-term investment strategy. 

[22:45] Although debt-free is a longer game, it is the safest during market uncertainty. 

[24:00] Matt shares his anchor vs. buoy analogy. 

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 Matt McFarland and Senior Vice President Alex Madden talk about the importance of diversification across different asset types and how the anchor and buoy investment strategy is a great representation of this diversification. They explain what these two terms mean in this week’s episode.

Key Takeaways:

[0:55] Risks and disclosures.

[3:55] A little bit about Kay properties.

[4:40] Matt introduces Alex and today’s topic.

[6:20] What is the anchor and the buoy investment strategy when it comes to DSTs?

[7:40] What is an anchor DST?

[8:40] What is a buoy DST?

[12:10] What are some of the tradeoffs on an anchor vs. buoy investment strategy?

[12:35] Keep in mind that Alex is talking in very broad/general terms today. Please refer to your Kay Properties representative for specific and specialized advice.

[16:55] Diversification is incredibly important. [22:45] Every DST is going to have a different characteristic or trait.

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 31 Billion of DST 1031 investments.

In this week’s episode, Vice President Tommy Olsen and President Chay Lapin talk about the uncertainty that’s happening in the marketing right now and how it’ll impact the DST landscape. Chay takes a look at the debt and shares his thoughts on where these market trends are heading. 

Key Takeaways:

[0:55] Risks and disclosures.

[3:15] A little bit about Kay properties.

[4:00] Tom introduces Chay and today’s topic.

[5:30] What is Chay currently seeing in the market today? 

[7:45] There will be people in distressed situations soon and they’ll be unable to get a loan.

[9:15] People misinterpret the 1031 exchange rules and its debt obligations.

[10:55] Debt can still be good and can still be used as a useful tool in your 1031 exchange.

[14:15] It’s important to chop your investment up over different DSTs to mitigate your debt risk.

[18:25] What’s Chay seeing when it comes to lenders and what they’re willing to tolerate/risk?

[20:15] What are some of the advantages of being debt-free with your DST?

[22:15] Although the market is scary right now. Now is the time to have a long term vision and to not chase short-term returns.

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 31 Billion of DST 1031 investments.

In this week’s episode, Senior Vice President Matt McFarland and Vice President Alex Madden talk about the different players involved in a DST and a 1031 exchange. Matt has covered topics like this before in the past, but it bears a deeper dive as sometimes these topics can get a bit complex and investors need more education on some of the steps they have to complete/interact with before they can execute on a successful 1031 exchange. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:55] A little bit about Kay properties.

[4:50] Matt introduces Alex and today’s topic.

[7:00] What are some of the common players in the DST landscape? 

[9:45] What kind of advisor is Kay Properties in this whole process? 

[13:35] Matt quickly recaps the different players involved in the DST process. 

[15:15] What should investors look out for when they’re going through this process? Who should they work with/not work with? 

[18:35] It’s very important that properties pass the Kay Properties due diligence process. A lot of properties just aren’t qualified enough. 

[21:20] Keep in mind that every sponsor company has its strengths and weaknesses. It all depends on your investment goals. 

[26:10] When it comes to DSTs, it’s a passive portfolio play. 

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 Carmine Galimi and Senior Vice President Orrin Barrow sit down to talk about some of the benefits of purchasing some of these DST properties outright without the use of leverage or debt. Orrin walks you through a couple of examples as to why this might be beneficial for investors with a certain risk profile. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:40] A little bit about Kay properties.

[4:25] Carmine introduces Orrin and today’s topic.

[5:00] The current investment landscape as it stands today.

[7:10] The demand for real estate has slowed.

[9:00] What is a zero-coupon deal? 

[11:45] What are good assets to acquire if investors are looking to go on the defensive? 

[14:00] We’re currently in an inflationary environment. Since it’s on the rise, what makes the most sense for your situation right now? 

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 Jason Salmon talk about the 1031 exchange and how it folds in nicely with the DST structure. Jason offers a bit of history, some benefits as to why investors favor this type of investment, and so much more. 

Key Takeaways:

[1:05] Risks and disclosures.

[4:05] A little bit about Kay properties.

[4:50] Matt introduces Jason and today’s topic.

[6:40] Why do investors consider a 1031 exchange in the first place? 

[8:30] This type of like-kind exchange has existed for over a 100 years. 

[10:15] There are three rules within the DST structure. 

[13:20] Do you want passive income? The 1031 exchange can offer a lot of benefits with that goal in mind. 

[15:50] With smaller minimals, investors are able to spread their tax-deferred equity a lot more effectively. 

[18:40] Without proper guidance, navigating this space can really be a grind. 

[22:25] Kay Properties has worked with over 2100 investors that have purchased more 3300 investments with them over the years, and they’ve mostly been DSTs. 

[27:45] Looking for more specialized attention? Reach out to a Key Properties 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 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 Steve Haskell has a conversation with Vice President Alex Madden on the different investment funds available to investors and some of the subtle differences of investing in a DST. At the end of the day, investors need to have a 30,000ft view on some of their long-term goals and from there, your Kay representative can further guide you towards the best portfolio strategy for your situation. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:55] A little bit about Kay properties.

[4:45] Steve introduces Alex and today’s topic.

[5:20] What are some of the nuances of the DST structure? 

[7:55] What are some of your long-term investment goals?

[8:25] Steve offers suggestions on what he’d do if someone is interested in investing in a 1031 exchange. 

[12:20] Everyone knows real estate is illiquid. DST is also the same.

[13:35] Want to understand DST better and its liquidity benefits? Reach out to a Kay representative. 

[17:55] Remember, there is no perfect deal. Some investors get caught up in investing in ‘the best’. It’s important to be realistic on some of the tradeoffs. 

[20:45] Will the President get rid of the 1031 exchange?

[23:40] When going into a REIT, it’s important to think about your tax strategy. 

[24:45] Kay Properties prides itself in recommending the best option for you and your family.

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 Matt McFarland sits down with President Chay Lapin to talk about the 721 exchange and how it can benefit their investors. There are both pros and cons to the 721 exchange that Chay outlines in this podcast episode. Listen in for more to find out if this is an option that makes sense for your portfolio. 

Key Takeaways:

[1:05] Risks and disclosures.

[4:05] A little bit about Kay properties.

[4:45] Matt introduces Chay and today’s topic.

[5:35] What is a 721 exchange?

[8:15] What are the benefits of a 721 exchange? 

[11:50] REIT or 721 funds allow investors to exchange their ownership interest for operating partnership units in the real estate investment fund.

[12:20] You have to do a 1031 exchange first into a DST, and then you can do a 721 exchange to exit out of the DST.

[13:25] What are some of the disadvantages of a 721 exchange?

[16:20] There are some tax considerations when doing this exchange that you should consult with a CPA on.

[19:25] What’s the difference between a DST and a REIT?

[21:00] What other considerations should investors be aware of when dealing with a 721 exchange?

[27:30] Diversification is key here.

[31:40] The real estate asset should be first. Second should be the way it is structured.

[34:40] Although you enter the 720 exchanged debt free, you can be moved into a highly-leveraged asset in an UPREIT.

Resources

Website: Covecapitalinvestments.com

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.