A record of exchanges, completed.
Behind every closing is an owner who deferred their tax, kept their equity working, and moved into real estate that fit their life. Here's a representative sample.
Multifamily$3.4M Exchange
Retiring owners exchanged a self-managed apartment building into two diversified multifamily DSTs.
Industrial$1.8M Exchange
An investor traded a vacant retail parcel into a long-term-leased logistics DST for steadier income.
Net Lease$5.2M Exchange
A family consolidated several rentals into credit-tenant net-lease assets, simplifying their estate.
Medical Office$2.6M Exchange
A physician-owner moved sale proceeds into professionally managed medical office DSTs.
Self-Storage$1.1M Exchange
A first-time DST investor diversified into a multi-market self-storage portfolio.
721 UPREIT$4.0M Conversion
A maturing DST was converted via 721 exchange into diversified REIT operating units.
Representative transactions shown for illustration; details are anonymized and figures are approximate. Past results do not guarantee future outcomes. All investments carry risk, including possible loss of principal.
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