8 episodes

An In-Depth Look at the over 25 DST Sponsor Companies that investors have access to on the kpi1031.com marketplace. Kay Properties is a national Delaware Statutory Trust (DST) investment firm.

Kay Properties Podcast Dwight Kay, CEO & Founder at Kay Properties & Investments

    • Business
    • 5.0 • 11 Ratings

An In-Depth Look at the over 25 DST Sponsor Companies that investors have access to on the kpi1031.com marketplace. Kay Properties is a national Delaware Statutory Trust (DST) investment firm.

    Kay Properties’ Matthew McFarland and Orrin Barrow Discuss Overall 2020 DST Performance

    Kay Properties’ Matthew McFarland and Orrin Barrow Discuss Overall 2020 DST Performance

    Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
     
    Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments. 
     
    Key Takeaways:
    [0:15] Customer risk and disclosures.
    [3:10] A little bit about Kay Properties.
    [5:40] Orrin does a quick overview of what has happened in the DST space in the past 12 months.
    [9:40] The IRS extended their deadline in light of COVID and the pandemic, which gave investors some breathing room.
    [11:30] Senior homes and hotels have not performed well in the last year and Orrin doesn’t believe they’ve recovered yet.
    [12:50] What assets have been able to stay afloat so far?
    [16:20] 33% of tenants were behind on rent last year. The real estate industry took a big impact.
    [18:25] Self-storage was an asset class that performed very well in 2020.
    [20;45] Orrin shares why diversification is key when it comes to withstanding the real estate highs and lows.
    [21:35] Interested in working with Kay Properties? Reach out!
     
    Resources
    Website: https://www.kpi1031.com/
    Call Kay Properties at 855-899-4597
    Meet the Kay Properties Team: kpi1031.com/meet-our-team
     
    Securities offered through Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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.

    • 25 min
    Kay Properties’ Matthew McFarland and Chay Lapin Discuss Risk Awareness

    Kay Properties’ Matthew McFarland and Chay Lapin Discuss Risk Awareness

    Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
     
    Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments. 
     
    In this episode, you will be hearing from our Vice President, Matt McFarland and our President, Chay Lapin as they talk about debt and how an investor can best assess the risks associated with debt on DSTs.
     
    Key Takeaways:
    [0:10] Risks and disclosures.
    [3:10] About Kay Properties & Investments.
    [6:10] How does debt work in the DST structure?
    [8:00] It is critical to understand the terms of the debt you’re signing up for.
    [9:50] Defeasance, Prepayment Penalties, and Exit Strategies: When you sell a property at year 5, and you still have a 10-year loan on it, you may have to take a hit.
    [11;50] What are some loan terms that you should be aware of and that might potentially bite you later down the line?
    [14:55] If you’re using debt, it’s critical you diversify.
    [15:55] What are the potential downsides of cross-collateralization?
    [19:00] How have different asset classes performed over the years, especially when there was a market downturn? And, how do they fit into the DST space?
    [23:25] Chay explains why he is not a fan of hotel deals.
    [27:45] Chay offers recommendations on how an investor can best prepare for the unknown future ahead.
    [33:25] Interested in working with Kay Properties? Reach out!
     
    Resources
    Website: https://www.kpi1031.com/
    Call Kay Properties at 855-899-4597
    Meet the Kay Properties Team: kpi1031.com/meet-our-team
     
    Securities offered through Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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.

    • 36 min
    Kay Properties’ Matthew McFarland and Jason Salmon Discuss The 200% Identification Rule 

    Kay Properties’ Matthew McFarland and Jason Salmon Discuss The 200% Identification Rule 

    Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
     
    Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments. 
     
    In this episode, you will be hearing from our Vice President, Matt McFarland and Senior Vice President, Jason Salmon to get better clarification on the three identification rules an investor can utilize in a 1031 exchange, and also gain more clarity on how the 200% rule can work for an investor’s unique situation.
     
    Key Takeaways:
    [0:10] Risk and disclosures.
    [3:20] About Kay Properties.
    [5:25] There are three identification rules an investor needs to consider, Jason shares what you need to know.
    [9:00] There’s some misconceptions on how these identifiers fit into a DST.
    [10:20] Why should investors consider the 200% rule?
    [11:55] How does debt or an all-cash deal impact the 200% rule?
    [15:55] Don’t wait until the last minute if you want to take advantage of these rules!
    [20:55] How to properly structure the identification sheet for the QI when using DSTs.
     
    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 Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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.

    • 25 min
    Kay Properties’ Matthew McFarland and Betty Friant Discuss Single-Tenant Net-Lease Properties.

    Kay Properties’ Matthew McFarland and Betty Friant Discuss Single-Tenant Net-Lease Properties.

    Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the DST investment process.
     
    Topics will cover 1031 exchanges, ins and outs of the DST structure, timing, cash investing, REITS, funds, 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 115 years of real estate experience, are licensed in all 50 states, and have participated in over 15 Billion of DST 1031 investments. 
     
    In this episode, you will be hearing from our Vice President Matt McFarland and our Senior Vice President Betty Friant as they discuss single-tenant net-lease properties and how they work within the DST structure.  
     
    Key Takeaways:
    [0:10] Customer risk and disclosures.
    [3:25] A little bit about Kay Properties.
    [4:25] A bit about Betty and what she does at Kay Properties.
    [5:50] What is the difference between a triple net property (NNN) vs. a DST?
    [9:30] Triple net property vs. double net property.
    [10:55] How do cap rates apply in the triple net space?
    [14:50] Betty shares how to determine the value of a net-leased property.
    [17:40] How much money would you pay on a triple net property space?
    [18:50] DSTs offer a very compelling diversification advantage that you don’t really see if you were to buy a property flat out.
    [20:45] Investors can be put at a disadvantage trying to negotiate a better deal when they own a triple net property.
    [25:30] Interested in working with Kay Properties? Reach out!
     
    Resources
    Website: https://www.kpi1031.com/
    Call Kay Properties at 855-899-4597
    Meet the Kay Properties Team: kpi1031.com/meet-our-team
     
    Securities offered through Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. 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.

    • 28 min
    Kay Properties Jason Salmon speaks with DST Sponsor Company Cove Capital Investments

    Kay Properties Jason Salmon speaks with DST Sponsor Company Cove Capital Investments

    Welcome to Sponsor Stories with Kay Properties — An in-depth look at over 25 Delaware Statutory Trust (DST) Sponsor Companies that investors have access to on the kpi1031.com marketplace. The kpi1031.com marketplace 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 a DST secondary market.

    • 27 min
    Kay Properties Jason Salmon speaks with DST Sponsor Andy Wang of Passco

    Kay Properties Jason Salmon speaks with DST Sponsor Andy Wang of Passco

    Today, you will be hearing from our Senior Vice President and the Managing Director of Real Estate Analytics, Jason Salmon as he interviews Andy Wang of Passco about keeping the risk minimal for his retired clientele, why new apartment complexes are his preferred investment asset class, and Passco’s extensive 20+ years of experience in the marketplace.

    • 27 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

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