Our Strategies: How They Work
We help landlords transition from active property management to more passive, tax-deferred real estate solutions—designed to reduce responsibility, preserve income, and support long-term retirement goals.
1031 Exchanges into Delaware Statutory Trusts (DSTs)
A DST allows you to exchange from an actively managed property into institutional‑quality real estate—such as apartment communities, medical offices, or distribution centers—without management responsibilities.
Why landlords choose DSTs:
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1031 tax deferral
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Truly passive ownership
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Professional management
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Potentially stable, predictable income
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Estate‑planning benefits
DSTs are often ideal for landlords who want to retire from management but still rely on real estate income.
1031 Exchanges into Single‑Tenant Net Lease (STNL) Properties
STNL properties are leased to a single, often national, tenant (e.g., Chase Bank, Starbucks, 7-Eleven, Wendy's, etc.) on a long‑term lease.
Key advantages:
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1031 tax deferral
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Minimal landlord responsibilities
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Long‑term lease income
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Clear exit strategies
This option can work well for landlords who want simplicity while maintaining direct ownership.
Questions
Can I Do a 1031 Exchange with My Personal Residence?
In certain situations, yes—or at least partially.
If your property has been used as a rental or qualifies under IRS guidelines, there may be strategies to:
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Convert a residence to a rental prior to sale
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Use partial 1031 exchanges
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Combine primary residence exclusions with 1031 planning
These scenarios require careful planning and coordination, which is why personalized guidance is essential.
What Do I Give Up?
You may give up:
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Direct control over day‑to‑day decisions
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The familiarity of managing your own property
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A single, concentrated asset
What Do I Get?
You may gain:
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Time freedom and reduced stress
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Passive income
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Tax deferral
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Diversification across properties and markets
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A clearer path to retirement and estate planning
Our job is to help you weigh these trade‑offs honestly and decide what aligns with your lifestyle and financial goals.
Ready to Learn More?
Take the Next Step—No Pressure, No Obligation
If you’d like to explore whether these strategies are right for you, we invite you to:
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Attend one of our educational presentations, or
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Schedule a no‑obligation, one‑on‑one consultation with one of our consultants
We’ll review your property, your goals, and your timeline—and help you understand your options clearly.