Listen "Kay Properties Matt McFarland and Jason Salmon on Kay Properties Investment Approach"
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 Senior Vice President Jason Salmon sit down to talk about the importance of a customized approach when it comes to their client’s specific investment needs. They do an overview on why they prefer to tap into a very specialized focus when it comes to DST investments instead of having a general approach, and they also cover how Key Properties’ approach benefits their clients. Key Takeaways: [1:00] Risks and disclosures. [4:10] About Kay Properties & Investments. [4:55] Matt introduces Jason and today’s topic. [6:20] What is the difference between a generalist and a specialist in the DST space? [10:30] It’s always been Kay Properties' approach to have a narrow and specialized focus. [14:05] No one should have a one-size-fits-all investment strategy. It should be tailored to you and your specific needs. [20:00] Jason explains the reasoning why they simply do not offer certain investment deals to their clients. [25:00] Do you have questions? Reach out to your Kay Properties representative! 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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