Kay Properties Matt McFarland and Steve Haskell on How to Be a More Educated Investor

<p>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.</p> <p> </p> <p>Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.</p> <p> </p> <p>The <a href="http://www.kpi1031.com/">kpi1031.com</a> 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</p> <p> </p> <p>In this week’s episode, Vice President Matt McFarland and Vice President Steve Haskell talk about their different approaches to working with a client and their focus on the different stages of the investment process. It is Kay Properties’ goal to better educate and bring value to its investors.</p> <p> </p> <p>Key Takeaways:</p> <p>[0:55] Risks and disclosures.</p> <p>[4:00] About Kay Properties & Investments.</p> <p>[4:45] Matt introduces Steve and today’s topic.</p> <p>[5:50] What is the educational process of a prospective investor?</p> <p>[7:05] Steve shares what are his priorities when entering people as investors.</p> <p>[9:10] How does debt function in a DST?</p> <p>[9:45] What are the strategies for doing a 1031 exchange using DST?</p> <p>[10:55] Going closer to escrow, Steven shares what a sample portfolio would look like and how to refine it.</p> <p>[11:40] Steven would like to have everything set up so they can close the DSTs as soon as possible.</p> <p>[12:45] DST investments work well for many people but do not fit everyone so education is key.</p> <p>[14:25] Phase two is exposure to different approaches and developing different strategies.</p> <p>[16