A Case Study in Building a Customized Delaware Statutory Trust Portfolio

A Case Study in Building a Customized Delaware Statutory Trust Portfolio

Author: Dwight Kay, CEO & Founder at Kay Properties & Investments August 15, 2023 Duration: 49:20

Kay Properties and Investments Matt McFarland Senior Vice President and Tommy Olson, Vice President discuss a very specific case study on a recent 1031 exchange transaction completed by a family out of Northern California. The goal of this podcast is to provide insight into how decisions were made and the background of why this family decided to choose the DST investment structure and how the investment process was approached and eventually completed. 

 

 


Tune in for straightforward conversations about Delaware Statutory Trusts, a specific and often complex investment vehicle. Hosted by Dwight Kay, the CEO and Founder of Kay Properties & Investments, this Kay Properties Podcast moves beyond surface-level summaries to provide a detailed examination of the investment landscape. Each episode focuses on the practical realities of DST investing, drawing directly from the firm's experience as a national DST investment firm. You'll hear specific discussions analyzing the strategies, track records, and offerings of more than twenty-five different DST sponsor companies that are accessible to investors. The dialogue is geared toward those seeking to understand the nuances behind the investments, offering clarity on how different sponsors operate and what distinguishes their approaches. This isn't about generic financial advice; it's a focused resource for accredited investors and professionals who want to make informed decisions based on in-depth sponsor evaluations. The Kay Properties Podcast serves as an audio companion to that process, breaking down the details in a conversational format that prioritizes substance over hype. Expect a direct, insider's perspective on the DST marketplace, all aimed at demystifying the options available for a 1031 exchange or other strategic investment plans.
Author: Language: English Episodes: 100

Kay Properties Podcast
Podcast Episodes
Traditional DSTs vs. 721 UPREIT DSTs [not-audio_url] [/not-audio_url]

Duration: 35:17
Kay Properties & Investments Senior Vice President Matt McFarland and Vice President Tim Emanuel discuss the key differences between Traditional DSTs and 721 UPREIT DSTs
The Pitfalls of the 721 Exchange UPREIT [not-audio_url] [/not-audio_url]

Duration: 24:02
Kay Properties & Investment's President, Chay Lapin and Vice President, Tim Emanuel discuss the growth of 721 Exchange UPREITs and what are some of the pitfalls investors need to be aweare of before investing in this com…