A Case Study in Building a Customized Delaware Statutory Trust Portfolio

Kay Properties Podcast
14/08/2023 49 min
A Case Study in Building a Customized Delaware Statutory Trust Portfolio

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Episode Synopsis

Kay Properties and Investments Matt McFarland Senior Vice President and Tommy Olson, Vice President discuss a very specific case study on a recent 1031 exchange transaction completed by a family out of Northern California. The goal of this podcast is to provide insight into how decisions were made and the background of why this family decided to choose the DST investment structure and how the investment process was approached and eventually completed.     

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