What This Conversation Covers
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Whether a DST 1031 exchange aligns with your timeline and objectives
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Suitability factors such as property type, equity, debt, and income goals
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How DSTs function as a passive ownership structure
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When DSTs are most appropriate relative to staying in direct ownership
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Where a future 721 conversion may fit into long-term planning
Who This Call Is For
Owners who are:
- Planning to transition out of day-to-day management
- Evaluating DSTs as a replacement property in a 1031 exchange
- Looking to simplify without fully exiting real estate
- Seeking passive income with continued tax deferral
- Exploring long-term succession and legacy planning options
What to Expect
You’ll speak with an advisor who works exclusively with real estate owners in this stage of transition. The discussion is focused on clarity, structure, and timing — so you can determine whether a DST strategy belongs in your planning process.
Duration: ~30–45 minutes
Format: Phone or Zoom
Availability: By appointment
FAQs
What information should I have ready?
Basic property details (equity, debt, and anticipated exchange timing) are helpful but not required.
Can we discuss multiple properties or future planning?
Yes. Many owners use this call to map out sequencing for multiple transitions.
Do we discuss specific DST investments on this call?
The first conversation focuses on strategy and suitability. If appropriate, investment options are reviewed in a second discussion.