Listen "Kay Properties Matt McFarland and Jason Salmon on Full Cycle DSTs"
Episode Synopsis
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 Vice President Jason Salmon dig into the details surrounding an investor’s experience on a full cycle DST. This topic is an excellent introduction to new DST investors so tune in to learn more! Key Takeaways: [1:00] Risks and disclosures. [3:50] About Kay Properties & Investments. [4:30] Matt introduces Jason and today’s topic. [6:20] Jason explains what it means for a DST to go full cycle. [9:30] He also shares what investors can expect in terms of timelines. [11:05] When the sponsor firm running the deal has a real offer, they usually circulate a preliminary notice to investors. [12:15] The investors will be asked if they will do another 1031 exchange or take their proceeds. Jason shares what happens next with both scenarios. [13:40] Jason also talks about replacement property options and what that means. [16:30] It’s not uncommon when investors are not content with the offers, they get to take it off the table and go back to the market. [17:45] What is the best way for an investor to prepare for a full cycle event? [18:20] Timing is everything. Jason shares how the market conditions affect that. [20:45] Nonetheless, there are options based on any deals that would be in the market. What’s important is to buy equal or greater value. [21:50] Jason advises to consider options proactively rather than just waiting for a sale. [23:15] Matt also adds what could be a good timing from the closing date to seek out specific replacement options. [25:00] Jason closes to share that if anyone would like to know more about these concepts to reach out to their registered representatives for a more detailed walk through. Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team
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