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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

9

Individual Ownership

9

Active Property Management

9

Investor is 62 years old

9

Property age is 20 years

9

Requires Replacement Debt

9

Moderately Conservative Risk

Multiple portfolio combinations evaluated to produce the optimial 1031 Exchange allocation.

Relinquished Property Details

Sales Proceeds:
$1,500,000
Debt Payoff:
$400,000
Closing Costs:
$20,000
1031 Equity:
$1,080,000

Replacement Property Portfolio

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Personal Optimized Property Portfolio

Investor Objectives

N

Capital Preservation

N

Defer Taxes

N

Monthly Passive Income

N

5 – 7 Year Exit Strategy

N

Estate Planning

N

Non-Recourse Debt

Petra has a spectrum customized 1031 solutions that can meet any capital requirements.

“Building Smarter DST Portfolios for Better Outcomes”