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 Jason Salmon talk about the current climate of the real estate market, as well as some of the challenges that investors are facing in today’s economic environment when it comes to DSTs.  They discuss how Kay Properties is approaching these challenges.

Key Takeaways:

[:54] Risks and disclosures.

[4:03] About Kay Properties & Investments.

[4:46] Matt introduces Jason Salmon and today’s topic.

[6:21] What does the real estate market look like right now?

[10:30] Many people are looking to exit properties right now.  The two main reasons are because it’s a seller’s market and another is because of wanting a lifestyle change.

[12:49] There is a very high volume and a very high demand for DSTs.

[13:58] Investors should be aware of the speed and complexities in the market due to high demand; and now more than ever should partner with a Kay Properties rep.

[18:58] While early planning is always advised, it’s especially prudent in this market.

[20:13] Many investors are struggling to close; constant communication is strongly advised especially when transitioning into DSTs.

[22:08] Kay Properties' approach has remained consistent for investments despite market changes.

[24:37] The investor experience with Kay Properties will always include discovery and communication, evaluating the ability to diversify, and ongoing due diligence.

[26:57] Real estate goes through cycles.  Now is not the time to stretch and extend into a high risk asset class.

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 what investors should learn about before they consider and before they invest in DSTs.  They get into specifics about why education it’s so important, what resources are available, and logical next steps.

Key Takeaways:

[1:24] Risks and disclosures.

[4:10] About Kay Properties & Investments.

[4:51] Matt introduces Betty Friant and today’s topic.

[6:08] Knowing and understanding DST 1031 terminology is key.

[8:32] Why is education so important for how investors approach DSTs?

[10:34] What is the first thing Betty looks at in advising DST investors?

[12:04] Kay Properties’ has education resources such as webinars, blogs, white papers, educational dinners, 1031 DST Digest, books, and more.

[20:04] What is the next logistical step after education to take towards a DST investment?

[22:01] Betty wants investors to engage early and often with education and all things 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 Alex Madden and Vice President Orrin Barrow talk about the various investment exit options a DST investor will have access to and they also unpack the business plan process for new investors who are looking to get into this space. 

Key Takeaways:

[1:05] Risks and disclosures.

[3:45] About Kay Properties & Investments.

[4:35] Alex introduces Orrin and today’s topic.

[5:40] Orrin gives an overview of the three main entities involved in a DST.

[8:20] You’ve purchased your first DST, now what? 

[10:40] What does the end of a DST cycle look like?

[13:25] When your offer has been accepted, you’ll be notified and then it’s up to you how you’d like to proceed.

[17:00] Interested in the 721 exchange and how it works? Reach out to your Kay 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 to 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, Vice President Matt McFarland and Vice President Steve Haskel talk about the different stages of a DST and what investors need to be aware of at each stage of the process. DSTs do have their risks and Steve covers what new DST investors should be aware of when they go through these different lifecycle stages.

Key Takeaways:

[1:00] Risks and disclosures.

[3:55] About Kay Properties & Investments.

[4:35] Matt introduces Steve and today’s topic.

[7:25] What are the different components to a DST? 

[10:20] There is a large need to find debt-free properties. This is why Co-Capital was created. 

[14:20] How do sponsors make money and what role do they play in the DST process?

[17:55] Due diligence is critical before purchasing a DST. Kay Properties makes sure the property is exactly how it's being listed.

[23:35] What are some of the ways to reduce closing risks in a 1031 exchange? 

[26:45] What’s it like owning a DST?

[30:25] What should investors be aware of when they begin to sell a DST? 

[34:00] What makes DSTs so unique? Matt shares his insights. 

[38:10] The good news is investors have a lot of options in a DST! 

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 Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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 to 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 talk about the benefits of investing in real estate over the stock market and some of the best ways to offset inflation. Orrin also discusses how to diversify your portfolio as you face market uncertainty and does an overview on some of the risk factors to be aware of. 

Key Takeaways:

[1:00] Risks and disclosures.

[4:10] About Kay Properties & Investments.

[4:35] Matt introduces Orrin and today’s topic.

[5:50] Stock market vs. real estate? Orrin weighs in. 

[7:45] Investing in hard assets is one of the ways to offset inflation. 

[10:25] What are some of the benefits of investing in real estate?

[11:00] Shock headlines can drastically move the stock market. With real estate, you’re immune from consumer sentiments.

[14:55] Orrin explains Kay Properties anchor approach.

[18:00] There is no one approach to an investment strategy. It has to be custom to the individual investor and where they are in life. 

[20:40] Should you have debt on your 1031 exchange? 

[23:50] As interest rates continue to rise, cash becomes king. 

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 to 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 Jason Salmon sit down to talk about the importance of a customized approach when it comes to their client’s specific investment needs. They do an overview on why they prefer to tap into a very specialized focus when it comes to DST investments instead of having a general approach, and they also cover how Key Properties’ approach benefits their clients.

Key Takeaways:

[1:00] Risks and disclosures.

[4:10] About Kay Properties & Investments.

[4:55] Matt introduces Jason and today’s topic.

[6:20] What is the difference between a generalist and a specialist in the DST space? 

[10:30] It’s always been Kay Properties' approach to have a narrow and specialized focus. 

[14:05] No one should have a one-size-fits-all investment strategy. It should be tailored to you and your specific needs.

[20:00] Jason explains the reasoning why they simply do not offer certain investment deals to their clients. 

[25:00] Do you have questions? Reach out to your Kay 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 to 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 the 7 rules around what qualifies as a DST. These rules are often referred to as the 7 deadly sins, and Betty explains why investors tend to get scared around these regulations. She also aims to shed some light on these sins and why you should not be frightened about them.

Key Takeaways:

[1:00] Risks and disclosures.

[4:00] About Kay Properties & Investments.

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

[6:40] A bit of background on the 7 deadly sins, or rules, around DSTs. 

[7:40] Once the DST is closed, you can’t make any more contributions. Betty explains why this makes sense. 

[10:40] DSTs are restricted from borrowing new funds. 

[13:20] DST itself can only invest generated money within the DST. Betty explains what this looks like.

[15:00] You can’t reinvest your money back into a deal. 

[19:20] The sponsor is not allowed to investigate new tenant contracts. 

[20:40] Capital expenditures can only really fall under three categories. Betty breaks this down.

[25:45] The DST is a wonderful gift from the IRS and it allows investors to defer their tax obligations in a smart way. 

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 to 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 navigate and walk the listeners through their website. Today, they aim to get you familiarized with it as it is rich in resources and useful information.

Key Takeaways:

[1:00] Risks and disclosures.

[4:21] About Kay Properties & Investments.

[5:05] Matt introduces Betty and today’s topic.

[6:35] Betty loves their website and wants to talk about it as a useful resource to learn more about DSTs and 1031 exchanges.

[8:10] She starts with introducing the main page and what you can find.

[9:25] She also mentions the informational topics you will find when you scroll down the main page.

[10:20] Betty points out where to find their custom DSTs and a tutorial on how Kay Properties can help you get started.

[12:45] Matt then talks about the marketplace button from the homepage and what it contains.

[15:40] Betty then moves on to the “about us” button which contains the subsections: Testimonials, Articles, Press, Meet the Team, and Podcast. She explains what each is about.

[18:00] Matt also adds a bit of their history at Kay Properties reading through the testimonials and reviews that Betty had shared about.

[19:05] Matt then moves to the resources section of the website and explains the subsections: DST Blog and Replacement Properties.

[20:40] Kay Properties resources allow the investors to see the bigger picture.

[21:50] Betty also shares how she uses the table of contents from the DST blog and explains how it’s useful for her.

[24:25] She also talks about their Wednesday calls called the DST 101.

[25:50] Betty shares there is a lot of available information on their website to help people learn.

[26:20] Lastly, Matt shares about the register section on the website as the link for investors to start their contact with Kay Properties.

[27:30] Once investors have registered with them, they will then have access to the member’s only site through the log-in page.

[28:25] The member’s only site will contain the private place memorandums and can be downloaded from there.

[29:30] Matt shares each investment particulars will depend on the timing of their 1031 exchange.

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 to 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 Steve Haskell talk about the DST closing process and unpack what investors should be aware of at this stage of their exchange. They discuss in detail everything from the subscription process, to the 45-day deal window, and why it’s important to reserve potential deals.

Key Takeaways:

[1:00] Risks and disclosures.

[4:00] About Kay Properties & Investments.

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

[6:15] A lot of Steve’s clients are concerned about closing.

[7:10] Matt shares how a DST is usually packaged.

[9:20] Steve talks more about the subscription process and what they should be aware of.

[10:40] Steve shares when would be a good time to process administrative paperwork given the current extreme high demand of the market.

[12:45] What would be an ideal time to reserve potential deals?

[14:05] What does Kay Properties do when properties do not come out within a 45-day window?

[15:55] Matt talks about identifying the priority of approach of an investor and how important timing is regardless.

[18:05] Matt breaks down the typical step-by-step process for subscriptions.

[21:10] Steve shares that it would be beneficial to identify who the different players are and where the information is coming from and why it is important.

[22:55] What usually causes delays in closing a DST?

[23:50] Steve breaks down what happens when you sign the agreement and send it back to the qualifying intermediary and complete the 1031 exchange.

[26:15] Reservation is king right now but Steve shares what is more important to him.

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 to 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 how to navigate a private placement memorandum or PPM. Betty offers smart ways investors can pick apart this document and get a better understanding of what they’re signing up for.

Key Takeaways:

[1:00] Risks and disclosures.

[4:20] About Kay Properties & Investments.

[5:00] Matt introduces Betty and today’s topic.

[6:00] Private placement memorandum, or PPM, is the official offering document that is compiled and put together for every DST.

[7:25] Betty shares the background of a PPM and how it is compiled.

[9:40] Matt adds that often a PPM is confused with an OM or offer memorandum. He shares what the difference is.

[11:00] Betty breaks down the different pages of a PPM and starts with describing the brochure to start.

[12:05] Betty then moves to the OM and explains more about what these pages have.

[13:45] She also shares that a PPM will contain pictures, maps, and specific information of the property. She lists what this information may include.

[14:40] Next you will find the risk and disclosures and after that will be the fine print.

[16:00] Matt adds that companies also may include investment highlights in the PPM.

[16:55] Betty then describes the fine print pages and what information it will contain.

[17:45] She explains how the table of contents can help you maneuver the PPM.

[19:10] Betty shares that prior performance is also an interesting thing to look up. She explains why.

[20:29] She also talks about the purchase agreement that you will have access to through the PPM prior to signing the document.

[21:15] Betty also talks about the financial forecast and the numbers page of the PPM.

[24:10] Matt gives a final overview of what the PPM should entail. 

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.