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 Betty Friant talk about how they leverage the power of sample portfolios to paint a more encompassing picture for their investors and what their future portfolio could look like in this week’s episode!    Key Takeaways: [0:55] Risks and disclosures. [4:00] About Kay Properties & Investments. [5:10] Matt introduces Betty and today’s topic. [5:50] Let’s dive into how a ‘sample portfolio’ works within the DST space.  [12:15] A sample portfolio gives investors a more in-depth look at what their portfolio would look like if they were to diversify in different areas. This can be within their comfort zone or outside of it, but at the end of the day, the investor decides what feels right for them. [13:30] After this sample run, investors now have a roadmap they can use as they acquire assets. [16:05] There is never a one-size-fits-all approach to investing. Each person has a different journey and place in their life and different risk appetites. [18:55] Don’t have a sample portfolio yet? Reach out to your Kay Representative. It’s a great roadmap to have!   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 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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