This video, featuring Tommy Olson, Vice President of K Properties, provides key insights for landlords seeking effective investment strategies. Learn how to leverage a 1031 exchange into a DST to generate passive income and ultimately up-REIT into a liquid REIT portfolio. This approach helps in managing and potentially avoiding significant capital gains tax liabilities.

Are you a tired landlord sitting on hundreds of thousands — or even millions — in capital gains and depreciation recapture, terrified of the tax bill that comes with selling? You're not alone. And there IS a better way.

🔑 What You'll Learn:
✅ What a Delaware Statutory Trust (DST) actually is — in plain English
✅ How to defer $800K+ in capital gains AND $300K in depreciation recapture using a 1031 exchange into a DS
✅ Why California landlords can lose up to 50% of their sale proceeds n taxes if they sell outright
✅ The real risks of DSTs that most advisors won't tell you about
✅ How a $3M commercial property sale was diversified across 6 DSTs for stable, passive income
✅ What a 721 UPREIT is and how it can provide a path to liquidity and estate planning advantages
✅ The "swap till you drop" strategy for lifetime tax deferral
✅ Who is (and isn't) a good candidate for the DST-to-UPREIT pathway
✅ The top questions to ask BEFORE you invest — and why your CPA needs to be in this conversation early

💡 Whether you're approaching retirement, burned out on property management, or just want your equity working harder without the headaches, this episode breaks down one of the most powerful — and underutilized — tax strategies available to real estate investors in 2026.

00:00 Navigating the Tax Landscape for Landlords
02:39 Understanding Delaware Statutory Trusts (DSTs)
08:34 The Transition from Active to Passive Management
13:08 Real-World Case Study: A Tired Landlord's Journey
20:14 Assessing Risks and Trade-offs in DST Investments
22:47 Stability in Industrial Real Estate Investments
23:49 Understanding 721 Up REITs and DSTs
27:46 Liquidity and Tax Implications of OP Units
30:06 Who Should Consider 721 Up REITs?
31:52 The Process of Closing a DST 1031 Exchange
35:45 Key Questions for Potential Investors
38:48 Educational Resources for Investors
41:00 Tax Strategy Playbook YouTube End Screen.mp4

👉 Ready to explore your options? Visit http://kpi1031.com to access free DST resources, recorded webinars, and schedule a one-on-one call with Tommy and the Kay Properties team.

📌 Resources Mentioned:

- Tax Strategy Playbook Show Notes: https://www.taxstrategyplaybook.com

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📧 Have a tax or deal structure question? Drop it in the comments — it might become our next episode!

Disclaimer: This content is for educational purposes only and does not constitute financial, legal, or tax advice. Past performance does not guarantee future results. DST investments involve risk, including potential loss of principal. Consult a qualified tax advisor and financial professional before making investment decisions.