Kay Properties Matt McFarland and Alex Madden on All the Moving Parts to a DST

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.