Kay Properties Matt McFarland and Alex Madden on the Anchor and Buoy Investment Strategy

15/11/2022 25 min Episodio 78
Kay Properties Matt McFarland and Alex Madden on the Anchor and Buoy Investment Strategy

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Episode Synopsis

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, Vice President Matt McFarland and Senior Vice President Alex Madden talk about the importance of diversification across different asset types and how the anchor and buoy investment strategy is a great representation of this diversification. They explain what these two terms mean in this week’s episode.   Key Takeaways: [0:55] Risks and disclosures. [3:55] A little bit about Kay properties. [4:40] Matt introduces Alex and today’s topic. [6:20] What is the anchor and the buoy investment strategy when it comes to DSTs? [7:40] What is an anchor DST? [8:40] What is a buoy DST? [12:10] What are some of the tradeoffs on an anchor vs. buoy investment strategy? [12:35] Keep in mind that Alex is talking in very broad/general terms today. Please refer to your Kay Properties representative for specific and specialized advice. [16:55] Diversification is incredibly important. [22:45] Every DST is going to have a different characteristic or trait.   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.

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