Kay Properties Matt McFarland and Jason Salmon on Private Placement Memorandum

Kay Properties Matt McFarland and Jason Salmon on Private Placement Memorandum

Author: Dwight Kay, CEO & Founder at Kay Properties & Investments February 10, 2022 Duration: 23:21

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 Senior Vice President Jason Salmon talk about the importance of a private placement memorandum and what investors should be looking for/understanding in a document like this. They also go into how they structure this document and the journey they help their investors through as they begin to purchase DST real estate. 

 

Key Takeaways:

[0:55] Risks and disclosures.

[4:00] About Kay Properties & Investments.

[4:45] Matt introduces Betty and today's topic.

[5:45] Why is a Private Placement Memorandum (PPM) so important?

[11:30] A quick overview of what a PPM usually looks like.

[16:35] What should you be looking for in the executive summary?

[20:15] A big part of what Kay Properties does is diagnose, categorize, and understand risk when it comes to investing in real estate.

 

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.


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

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