1031 Exchange Guidance
Section 1031 of the tax code lets you defer capital gains tax by reinvesting the proceeds of a sold investment property into a "like-kind" replacement. Done correctly, you keep 100% of your equity compounding instead of writing a check to the IRS.
The catch is the clock: 45 days to identify replacement property, 180 days to close. We coordinate with your qualified intermediary, CPA, and attorney to keep every deadline and document in order.
- ✓ 45- & 180-day timeline management
- ✓ Identification strategy (3-property, 200%, 95% rules)
- ✓ Replacement-property sourcing & due diligence
Delaware Statutory Trusts (DSTs)
A DST lets you own a fractional, beneficial interest in large, professionally managed institutional real estate, and it qualifies as 1031 replacement property. No tenants, no toilets, no trash.
DSTs are ideal for owners ready to step back from active management while staying invested in real estate. We research each sponsor's offering and prepare a suitability and risk analysis for you, at no charge.
Explore DSTs in depth →721 Exchange (UPREIT)
A 721 Exchange (often the next step after a DST) converts your property interest into operating partnership (OP) units of a Real Estate Investment Trust on a tax-deferred basis.
The result: exposure to a large, diversified portfolio of properties rather than a single asset, plus a path toward greater liquidity and simplified estate planning over time.
- ✓ Diversification across many properties
- ✓ Potential for partial liquidity over time
- ✓ Streamlined wealth transfer to heirs
Opportunity Zones
For eligible capital gains, Qualified Opportunity Zone funds offer a tax-advantaged way to reinvest: with potential for deferral and, on the new investment, tax-free appreciation after a long-term hold.
Explore Opportunity Zones →Private Real Estate Funds
Beyond exchanges, we provide accredited investors access to private real estate funds, interval funds, non-traded REITs, and income offerings, built for diversification and cash flow.
Explore private funds →International Investors
We guide non-U.S. individuals and entities into passive U.S. commercial real estate, coordinating FIRPTA-aware structuring with your tax counsel for income and diversification.
Explore international investing →That's exactly what the first call is for.
The right structure depends on your timeline, your appetite for involvement, your tax picture, and your plans for the next generation. We'll map it together.
DST or 721 UPREIT
Stay invested in real estate, drop the active management, keep the income flowing.
1031 into direct property
Trade up, consolidate, or reposition, with disciplined deadline coordination.
Opportunity Zones
Defer eligible gains and pursue tax-advantaged long-term growth.
Let's find your best next step.
Bring your numbers and your timeline. We'll bring the options, and the discipline to execute them.