Kay Properties Matt McFarland and and Jason Salmon on Holistic Investment Strategies

Kay Properties Matt McFarland and and Jason Salmon on Holistic Investment Strategies

Author: Dwight Kay, CEO & Founder at Kay Properties & Investments February 7, 2023 Duration: 29:57

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.

 

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 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 Senior Vice President Jason Salmon provide a holistic overview of how DSTs and rental properties work. Every investor is different and their risk tolerance plays a big role in how aggressive or passive their investment portfolio should be. Jason walks a new investor through the steps on some of the best ways to determine what is the right investment strategy for them.

 

Key Takeaways:

[1:05] Risks and disclosures. 

[3:50] A little bit about Kay properties. 

[4:40] Matt introduces Jason and today's topic. 

[6:05] Why do people invest in real estate? 

[11:00] How does traditional real estate differ from DSTs? 

[13:25] Are you curious about getting involved with DSTs? Consult with your Kay Properties representative for a customized investment approach. 

[14:50] Investors often don't consider the bigger picture within real estate. 

[18:15] What are Jason's thoughts on rental apartments? 

[21:00] How do you create more value within a real estate deal? 

[22:20] Education is an important piece to the puzzle before investing into a DST. 

[26:30] Diversification is key when entering into uncertain market cycles.

 

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 LLC 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.


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
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