Kay Properties Matt McFarland and Jason Salmon on How to Best Approach the 1031 Exchange

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.