Kay Properties Podcast

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.

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.