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 Jason Salmon talk about some of the challenges investors might face when conducting a 1031 exchange. If you’re in the middle of a 1031 exchange, or about to be, and you’re wondering what to do next with your capital, this episode covers some smart ways you can passively invest your money. 

Key Takeaways:

[1:05] Risks and disclosures.

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

[4:15] Tommy introduces Jason and today’s topic.

[6:15] What is Jason currently seeing happening with the real estate market today?

[8:30] A few years ago, people hit the pause button with real estate. Now, people are excited to get rid of their active real estate and change it to passive real estate.

[13:40] What other factors should investors be aware of with the current market? 

[16:30] Kay Properties representatives really value the importance of education and talking to the investor through what they’re really investing in. 

[18:15] How does Kay Properties help people with their 1031 exchanges?

[20:15] DSTs offer a great option to diversify by geography and asset classes.

[23:15] Truly, education is the most important thing an investor can have. 

[26:15] Have a question? Feel free to reach out! Everyone on the team is happy to answer your questions.

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 Vice President Orrin Barrow sit down to talk about the industrial real estate property asset class and why they’re a great diversification strategy for your portfolio. They share why investors find this asset class appealing over other real estate options, and some of the risks investors need to be aware of before investing in this asset.

Key Takeaways:

[1:05] Risks and disclosures.

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

[4:15] Matt introduces Orrin and today’s topic.

[5:55] Orrin defines what industrial properties are classified as. It’s not just warehouses!

[8:45] What are the benefits of owning an industrial property?

[11:45] A large percentage of retailers are starting to get away from brick and mortar and moving into the industrial sector.

[14:50] What are some of the risks of investing in this asset class?

[17:50] The best way to reduce your risk is to remain debt free.

[22:20] Matt and Orrin offer some suggestions on how you can reduce your risk further by conducting proper due diligence.

[22:35] One of the best ways to prepare for an uncertain future is through 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.

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 Betty’s personal investment strategy and why she suddenly decided to stop buying rental properties for her own portfolio. Betty offers insight into why she decided to make the shift from rental property owner to DST owner, and provides some math to back up her claims. 

Key Takeaways:

[1:05] Risks and disclosures.

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

[4:15] Matt introduces Betty and today’s topic.

[6:35] Betty has stopped buying rental properties for her own personal portfolio. Why is that? 

[8:55] Betty took a minute to do some math. Betty realized instead of the 10% return she was getting on one of her properties, it was more like 2%. 

[10:15] Rents have not increased to the same degree as property values have.

[10:45] You’re trapping your equity into physical real estate. 

[11:40] How much was each rental property costing Betty?

[16:15] Many real estate investors do not factor in their cost of time. 

[19:35] If you put too much money into one investment property, you end up opening yourself up to more financial risk. 

[22:55] DSTs offer the everyday investor access to large-scale institutional assets. 

[24:25] Interested in getting started? Get in touch and ask for a DST sample portfolio.

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 President Chay Lapin have an open discussion about some of the benefits of owning a residential asset class. They share their thoughts on why there’s less turnover, the appeal of owning this asset class, and more. 

Key Takeaways:

[1:05] Risks and disclosures.

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

[4:15] Matt introduces Chay and today’s topic.

[7:15] What is the definition of a residential asset class and why do some investors prefer it over the other available asset options? 

[11:00] This is a living and breathing asset and there’s a lot of different ways you can increase your revenue. 

[14:25] It doesn’t make sense to purchase one single-family house. It would be more profitable and easier to manage when you buy 50 homes in the area. 

[15:15] Why do some people want an apartment vs. a townhome?  

[16:20] A single-family home typically has less turnover. 

[19:45] The average home price is $435k. Most people can’t afford that. The wages have not gone up that much. 

[22:55] What are Chay’s thoughts on manufactured housing? 

[25:15] There are ways you can optimize your property for maximum profitability. 

[27:55] If you’re looking to diversify, this can be a great addition.  

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, Senior Vice President Steve Haskell, and Senior Vice President Jason Salmon talk about single tenant net lease properties in today’s episode. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:35] Matt introduces Steve and Jason and today’s topic.

[5:50] What is a single-tenant net lease property?

[6:45] The longer you hold an asset, the more likely you’ll run into a challenge or issue.

[8:45] If a tenant doesn’t pay the rent, what can you do? 

[11:25] If you’re interested in deal with a single or even triple net property, reach out to a Kay Property representative. It really helps to work with someone who has experience in this field.

[12:15] What are Jason and Matt’s opinions about owning a triple net property? 

[13:10] DSTs are the most passive option out there.

[14:00] What risks should investors be aware of?

[20:00] Multifamily vs. net leases?

[24:15] What should investors do during a recession?

[27:20] Final thoughts about DSTs.

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 Steve Haskell dive into the topic of DSTs, when you know you’ve got a good one on your hands, how to avoid common mistakes, and key indicators to look for when shopping for a DST on this week’s call. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:35] Matt introduces Steve today’s topic.

[5:55] Steve offers 3 ways to identify a good DST. 

[8:35] Your 45th day is the most important day. Steve explains why.

[13:00] It’s Kay Properties goal to close in under 45 days. 

[19:00] Why do DST deals go bad?

[22:00] Steve shares how a ‘backup DST’ deal didn’t go according to plan. 

[25:40] Communication is key when trying to secure these DST deals. 

[29:35] In order for Kay to best serve you, it’s important to get a clear picture of your debt, what kind of leverage you have, and your risk profile. 

[31:00] Key can help guide you and help you avoid costly mistakes so that you don’t have to invest on your own. 

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, Senior Vice President Steve Haskell, and Vice President Alex Madden sit down for a roundtable discussion on upcoming risks, high-interest rates, and more. Here’s what the savvy investor should be aware of as our market begins to show some warning signs. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:35] Matt introduces Steve and Alex and today’s topic.

[5:35] Is it a dangerous time to invest right now?

[10:00] Are we facing another 2008 crash?

[10:45] We’re not going to know when we’ve reached the peak of the market until it’s already happened.

[14:15] There’s still a frenzy going on, just not as intense as it was a few months ago.

[17:20] Real estate is an expensive asset to trade.

[18:30] Banks are being unusually conservative right now. Alex explains why.

[22:40] With this market uncertainty, is now a good time to sell?

[26:10] There are still a lot of great investment opportunities out there.

[28:00] Despite the uncertainty, many investors are still up just by holding on to their properties for the long haul.

[28:40] Remember, with DSTs, you don’t have to buy within the same state as you. This gives you access to more up-and-coming markets.

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, Tom Wall and Matt McFarland interview Chay Lapin, President of KPI about the case for investing in multi-family properties. Chay describes the Class-A and Class-B+ stabilized multi-family properties that KPI typically offers, why light Value-Adds fit well in DSTs, the reasons DSTs were created, and the advantages of multi-family properties that are debt-free. Chay invites the listeners to call and talk to a team member to dig into any sector of DST 1031 investments. Key Takeaways:

[1:02] Risks and disclosures.

[3:13] Matt McFarland tells about this series of educational presentations.

[4:00] Matt tells about Kay Properties & Investments.

[4:47] Matt introduces KPI President Chay Lapin and today’s topic.

[6:34] What is a typical multi-family property in the DST sector? Chay explains.

[8:44] About Class-A and Class-B properties, light Value-Adds, and rent premiums.

[9:51] Are there always risks?

[10:08] What is a heavy Value-Add in a multi-family property. Is it typical in a DST?

[10:27] Why are these DST investments created, in the first place?

[11:54] Chay presents arguments for investing in multi-family properties. What is the main disruptor Chay sees? What are the pros?

[14:08] There are multi-family properties that are debt-free, and multi-family properties with debt. What are the risks of debt, compared to a single-family property?

[14:56] Investors currently have concerns about inflation. Can raising rents help?

[16:15] Chay’s thoughts on investing in multi-family property DSTs. What about inventory? No one knows what will be in five years. Why Chay likes debt-free property.

[19:50] Matt adds another investor consideration: net operating income and the current rising cost environment.

[21:48] Matt and Chay talk about being defensive and staying debt-free when possible, and diversifying.

[22:30] Chay and all the team members are happy to dig into this in greater detail with anyone, one-on-one. The DST structure is not for everybody but Chay has seen a huge jump in this sector.

[23:44] Matt thanks Chay for his time on the call and invites listeners to return next week to listen to DST 1031 Essentials with Kay Properties!

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, Steve Haskell and Matt McFarland explain the special features of DST 1031 investments and how investors qualify to participate in a DST. They cover some of the differences between private and public securities, specific benefits and limitations of DSTs, and what a Master Tenant lease is. They discuss the DST property types offered by Kay Properties and what investors can expect. Key Takeaways:

[:57] Risks and disclosures.

[2:54] Matt McFarland tells about this series of educational presentations.

[4:01] Matt tells about Kay Properties & Investments.

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

[5:53] What do you need to know about liquidity for DSTs?

[8:28] How do private securities such as DSTs differ from public securities?

[9:01] Matt introduces the seven deadly sins of DSTs.

[9:10] What are some limitations of DSTs?

[12:28] When would you use a Master Tenant lease in a DST?

[13:30] Tom gives his opinion on why the IRS blessed DSTs to qualify for a 1031 Exchange investment.

[15:40] What are some benefits and risks of the rigidity of a DST for the investor?

[17:43] What property types does Kay Properties offer?

[18:32] Matt explains the rules about the reserves, which is investor-owned money.

[20:45] Who receives any appreciation, or pays any loss, on the back end of the DST?

[21:58] Matt explains why there are no capital calls in a DST.

[23:43] Matt introduces the use of Springing LLCs. Tom makes observes the rare need to use a Springing LLC to salvage a deal.

[28:00] Tom advises everyone on the call to reach out to their Kay Properties advisors if they haven’t discussed some of the aspects of this call, to get more information.

[29:54] Tom thanks Matt for his time and all the great information shared and invites listeners to listen to DST 1031 Essentials with Kay Properties next week!

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, Matt McFarland talks with Orrin Barrow, Vice President at Kay Properties, about what a net lease is and why it should have a place in your portfolio along with the definition of flight to quality real estate and the advantages and disadvantages of this phenomenon. 

Key Takeaways:

[:54] Risks and disclosures.

[4:03] About Kay Properties & Investments.

[4:46] Matt introduces Orrin Barrow and today’s topic.

[6:21] What does net lease mean? 

[7:20] What is the flight-to-quality phenomenon? 

[12:30] Matt and Orrin talk about the spectrum of different leases. 

[13:33] What are the advantages and disadvantages of flight to quality? 

[17:03] Orin elaborates on how inflation plays a part. 

[20:06] Why are net leases a great thing to have in your portfolio? 

[23:41] It is so important to protect your portfolio and your principal. 

[29:54] It’s important to note that if you are taking on debt with your net lease you understand the risk and try to remain debt free. 

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.