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, 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.

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 Alex Madden talk about some of the common players investors should know about in the DST space. These are the different moving pieces and interactions you have to work with before you finally close a DST deal. Although it might sound complicated, Alex simplifies this process so that your investment goes through as smoothly as possible.

Key Takeaways:

[1:05] Risks and disclosures.

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

[5:15] Matt introduces Alex and today's topic.

[7:15] What is a DST sponsor company?

[9:45] There are pros and cons to any investment.

[13:30] What are some of the warning signs if you're working with the wrong advisor or key player?

[16:00] Each sponsor is going to have their own strengths and weaknesses. Some are going to be hyper focused on multifamily, others might have industrial investments.

[20:00] Have a conversation with a Kay Properties representative and talk with them about some of your specific investment goals.

[26:55] Have questions? Reach out to 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, 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.