Kay Properties Matt McFarland and Alex Madden on Understanding the 1031 Exchange

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 Alex Madden talk about the 1031 exchange, its history, and where the new administration might change things. Legislators have tried to change the 1031 exchange in the past, but it still offers a lot of very beneficial tax advantages for many Americans and real estate investors. Find out more on what to expect in the upcoming years.

Key Takeaways:

[0:55] Risks and disclosures.

[4:15] About Kay Properties & Investments.

[5:10] Matt introduces Alex and today's topic.

[5:40] There might be some changes happening in the 1031 exchange. What do investors need to be aware of?

[7:20] We don't have a crystal ball, but this is the information that we know about right now.

[9:50] President Trump spoke about completely removing the 1031 exchange.

[10:15] Exchanges were removed for other assets like cars, jets, and more, but the real estate 1031 exchange was still kept intact.

[12:00] Real estate has really thrived in this country and the 1031 exchange is a powerful part of the tax code for investors to take advantage of.

[15:00] What types of changes can investors expect to see in the 1031 exchange tax code? 

[20:15] Regardless of how legislators might feel about this benefit, the money the government generates from the 1031 exchange alone is very substantial and can't be ignored.

[23:15] How do DSTs play into all of this?

[26:10] Reach out to your Kay Properties representative for any additional questions you might have!

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.