CASE STUDY
OPTIMIZE RETURN, MINIMIZE RISK
The following is an Example of a hypothetical 1031 Exchange investor selling an Actively Managed fourplex residential rental property and reinvesting into a Passively Owned diversified DST Portfolio.
Investor Profile
Individual Ownership
Active Property Management
Investor is 62 years old
Property age is 20 years
Requires Replacement Debt
Moderately Conservative Risk
Multiple portfolio combinations evaluated to align investment objectives and risk tolerance.
Relinquished Property Details
Sales Proceeds: |
$1,500,000 |
Debt Payoff: |
$400,000 |
Closing Costs: |
$20,000 |
1031 Equity: |
$1,080,000 |
Replacement Property Portfolio
Download Sample
Personal Optimized Property Portfolio
Investor Objectives
Capital Preservation
Defer Taxes
Monthly Passive Income
5 – 7 Year Exit Strategy
Estate Planning
Non-Recourse Debt
Petra has a spectrum of customized 1031 solutions that can meet any capital requirements.
“Building Smarter DST Portfolios for Better Outcomes”