530-212-7373

Exit Strategy: Maximize
After-Tax Proceeds

Simplify your portfolio. Protect your heirs. Preserve and transfer wealth.

Is This You?

How It Works

1

Portfolio Analysis

Evaluate current position, equity, ROE, and timeline constraints

2

Market Valuation

Price property using comp data from 1,500+ tracked properties

3

Strategy Options

Model three exit paths with after-tax cash flow projections

4

Execute

List property, manage 45/180 timeline, close with tax deferral

Three Exit Paths

Outright Sale

Sell the property. Pay capital gains tax. Cash out completely.

  • Immediate liquidity
  • No more management
  • Tax hit in year of sale
  • Simple and clean

1031 into DST

Defer taxes. Trade active management for passive income stream.

  • No capital gains tax now
  • Monthly distributions
  • Professional management
  • Estate planning friendly

1031 into Larger Property

Consolidate equity into one better asset with professional management.

  • Defer capital gains tax
  • Better property, better location
  • Institutional management
  • Simplify to one property

Case Study: The Exit

Two properties to DST passive investment

Before

  • 2 properties (8 units + 16 units)
  • 2 different property managers
  • $12,400/month gross rent
  • 20 hours/month management time
  • Loan maturity in 6 months
  • ROE at 2.8%

After

  • DST passive investment
  • Professional institutional management
  • $10,200/month distributions
  • 0 hours management time
  • $2.5M capital gains deferred
  • Estate simplified for heirs

Result

Reduced monthly income by 18% but eliminated 20 hours of management time. Deferred $2.5M in capital gains tax. Simplified estate for children who didn't want to manage properties.

Ready to Plan Your Exit?

Free 30-minute evaluation of your options. No pressure.

Request Your Free Exit Strategy Evaluation