The Anchor and Buoy Delaware Statutory Trust Investment Strategy Explained
Release Date: 10/31/2024
Kay Properties Podcast
President Chay Lapin and Vice President Tommy Olsen give a deep overview on Delaware Statutory Trusts DSTs and 1031 Exchanges
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In this episode, Senior Vice President Matt McFarland and Vice President Tim Emanuel break down the key differences between Traditional DSTs and 721 UPREIT DSTs. They cover how each structure works, the potential benefits, and what investors should consider when deciding which strategy may be the right fit.
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In this episode, Senior Vice President Matt McFarland and Vice President Tim Emanuel break down what a Zero Coupon DST is and how it works. They discuss the basics, key benefits, and what investors should know when considering this type of strategy.
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Senior Vice Presidents Matt McFarland and Orrin Barrow give an overview on Debt Replacement
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Join Kay Properties & Investments Senior Vice Presidents Orrin Barrow and Matt McFarland as they discuss the role of Delaware Statutory Trusts in helping 1031 exchange investors meet the debt replacement requirement for full tax deferral.
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Kay Properties & Investment's President, Chay Lapin and Vice President, Tim Emanuel discuss the growth of 721 Exchange UPREITs and what are some of the pitfalls investors need to be aware of before investing in this complicated investment strategy.
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info_outlineFor real estate investors considering Delaware Statutory Trust (DST) investments—whether for a 1031 exchange or as a direct cash investment, it is important to define your investment strategy. For example, are you looking for an investment where you have the abilitiy to potentially generate greater monthly net operating income, or are you more interested in a steady income stream over a long period of time. These two investment strategies are often called the “Anchor and Buoy” investment theory.
DSTs are uniquely suited to help investors potentially achieve the benefits of both strategies, potentially offering the stability of an anchor with the growth opportunities of a buoy.