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 talk about the flexible nature of the DST with its rules and guidelines and how that flexibility works with diversifying portfolios for more passive investments gains.   Key Takeaways: [1:00] Risks and disclosures. [4:15] About Kay Properties & Investments. [4:55] Matt introduces Jason and today’s topic. [7:15] How do DSTs play into the 1031 exchange when it comes to identification based on the rules of the exchange? How is it different from a traditional purchase? [9:10] There are three rules of identification: the three-property rule, the two hundred percent rule and the ninety five percent rule. Jason explains each of them. [10:05] Through 1031, your proceeds must go through a qualified intermediary. Jason explains how the flexibility of DSTs can be useful here. [12:00] Matt adds that since DSTs are pre-packaged investment properties, it can alleviate a lot of closing risks that can come with a 1031 exchange. He explains how. [16:05] DST offers to diversify in a lot of ways but because of that, it is a matter of collaboration to know the best investment for each and everyone. [16:20] Matt gives three examples of how an individual can utilize a DST for their 1031 exchange. First is by using it as a primary exchange option. [18:05] The second example is about covering an exchange. [19:00] Number three is using it as a back-up ID. [24:15] When it comes to diversifying a portfolio, how do investors take advantage of the DSTs flexibility? [25:05] What does diversification mean? Jason shares what it implies. [26:34] With the DST structure, you are building your own diversified portfolio. Jason explains how they can help investors with that. [27:30] Diversification can span in many different aspects. Matt summarizes what these aspects are.   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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