Kay Properties Matt McFarland and Betty Friant On Getting To Know Their Investors

<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 Senior Vice President Betty Friant share the questions they would ask investors to better understand them and their unique goals. Their goal is to always have the investor in mind and to match them with the best investments based on their risk tolerance and where they are in life. </p> <p> </p> <p>Key Takeaways:</p> <p>[1:00] Risks and disclosures.</p> <p>[4:15] About Kay Properties & Investments.</p> <p>[5:00] Matt introduces Betty and today’s topic.</p> <p>[6:20] Matt greets Betty with a Happy Birthday!</p> <p>[7:45] First, they talk about the relinquished property. Betty shares what questions they usually ask their clients.</p> <p>[10:35] It’s highly encouraged to talk to your CPA and attorneys as they provide legal advice. It might be that you won’t need a 1031 exchange.</p> <p>[13:00] What questions should investors ask when they are getting to the specifics of a transaction?</p> <p>[13:55] Betty talks about one couple doing DSTs and shares what she advised them to do to fulfill their dream.</p> <p>[15:45] Betty also explains why they need to know where you are in your investing life.</p> <p>[18:35] Th