The History of the Delaware Statutory Trust Marketplace

The History of the Delaware Statutory Trust Marketplace

Author: Dwight Kay, CEO & Founder at Kay Properties & Investments August 15, 2023 Duration: 0:00

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.
About Kay Properties and www.kpi1031.com 

Kay Properties is a national Delaware Statutory Trust (DST) specialty 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 200 years of real estate experience and have participated in over $30 Billion of DST 1031 investments.   

In this week's episode, Kay Properties and Investments Senior Vice President Alex Madden joins Vice Presdient Brent Wilson to take a wide view of the Delaware Statutory Trust and how it has been used by investors over the past several of decades. 

Steve explains that it's important to realize that investors have been using Delaware Statutory Trusts for 1031 exchanges since the '60s and '70s although back then it was largely done with a letter from an investor's CPA or an attorney saying, "We believe that this is eligible for 1031 exchange."  It wasn't until 2004, the IRS actually put this in the internal revenue code, the Revenue Ruling, 2004-86, where the IRS officially blessed off on DSTs as eligible for 1031 exchange.

Listen to this facinating look at how the Delaware Statutory Trust has evolved and grown throughout the years, and how current economic conditions are impacting how investors are using Delaware Statutory Trusts for their 1031 exchange. 


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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