Retire from Landlording, Not from Real Estate.
Tired of the “Three Ts”? We help Hudson Valley real estate investors transition from active management
to passive, tax-efficient income using 1031 Exchanges and Delaware Statutory Trusts (DSTs).
The Landlord’s Dilemma
You’ve spent decades building equity in your rental portfolio, but as you approach retirement, the “work” of being a landlord becomes a burden. However, selling outright often means a massive 15-20% Federal Capital Gains tax, plus state taxes and depreciation recapture.
Our Solution: We help you “swap” your active real estate for institutional-grade passive real estate, deferring 100% of your taxes while maintaining your monthly cash flow.
Why Consider a DST
(Delaware Statutory Trust)?
● 100% Passive Income: No more property management, maintenance, or tenant disputes.
● Institutional Quality: Invest in major commercial assets—like Class-A apartments, medical offices, or distribution centers—that are usually reserved for institutional investors.
● Tax Deferral: Fully compliant with IRS Section 1031, allowing you to defer all capital gains and depreciation recapture taxes.
● Simplified Diversification: Spread your equity across multiple geographic locations and property types to reduce “single-property” risk.
● Estate Planning: DSTs are “step-up in basis” eligible, meaning your heirs can inherit the investment with significantly reduced tax liability.
The 1031 Exchange Timeline
1. Preparation: Contact us before you list your property to ensure your exchange is structured correctly.
2. Sale: Your property sells, and the proceeds go to a Qualified Intermediary (QI).
3. The 45-Day Rule: You have 45 days from the sale to identify potential replacement DST properties.
4. The 180-Day Rule: You have 180 days to close on your new passive investment.
5. Monthly Income: Begin receiving potential monthly distributions and professional reporting.
