A Case Study in Building a Customized Delaware Statutory Trust Portfolio

Kay Properties and Investments Matt McFarland Senior Vice President and Tommy Olson, Vice President discuss a very specific case study on a recent 1031 exchange transaction completed by a family out of Northern California. The goal of this podcast is to provide insight into how decisions were made and the background of why this family decided to choose the DST investment structure and how the investment process was approached and eventually completed.

Episode metadata supplied by the publisher feed · Published Aug 14, 2023

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A Case Study in Building a Customized Delaware Statutory Trust Portfolio

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This episode is 49 minutes long.

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This episode was published on August 14, 2023.

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