Defer Capital Gains. Transition to Passive Income.
Explore tax-efficient pathways investors commonly consider: 1031 exchanges, DST investments, Triple Net leases, or a hybrid approach.
- Built for high-equity real estate investors
- Timeline-aware (45/180 day prompts)
- Instant strategy summary + next steps
Step 1 of 7
Are you selling (or planning to sell) an investment property?
Educational assessment. No obligation. Not tax or legal advice.
Tax-Smart Outcomes
Explore common pathways investors use to defer taxes, reduce management burden, and reposition for stable income.
Defer Taxes with a 1031 Path
Understand common next steps investors consider to potentially defer capital gains through like-kind exchanges.
Reduce Management Burden
Explore options that may reduce day-to-day landlord responsibilities while maintaining income streams.
Reposition for Income
Compare passive vs ownership-based income approaches across commercial property types.
100+
Years Combined Experience
Your Strategy Summary Preview
After completing the assessment, you will receive a personalized overview like the example below.
Personalized Strategy Summary
Primary Pathway
Passive 1031 (DST) — Based on your goal of reducing management and deferring taxes.
Secondary Pathway
Triple Net (NNN) — A potential complement for stable, low-touch income.
Timeline Notes
Selling within 6 months. Key deadlines: 45-day identification, 180-day completion.
Next Steps
1. Review DST opportunities 2. Confirm timeline with advisor 3. Evaluate NNN options
Example only — not tax, legal, or investment advice.
Pathways We Cover
Four commonly explored real estate investment pathways for high-equity investors.
Passive 1031 (DST)
Hands-off replacement options
- Exchange into professionally managed, institutional-grade properties
- No active management or landlord responsibilities
- Access to diversified real estate portfolios
- Potential for stable, predictable income distributions
Triple Net (NNN)
Ownership with minimal management
- Tenant covers taxes, insurance, and maintenance costs
- Long-term leases with credit-worthy national tenants
- Predictable income with minimal day-to-day involvement
- Retain direct ownership and control of asset
Active Replacement
Direct property control
- Full hands-on control of your replacement property
- Value-add upside potential through repositioning
- Choose property type, location, and strategy
- Preserve direct ownership tax benefits
1031 Exchange Support
Timeline and readiness guidance
- Navigate the 45-day identification deadline with clarity
- Stay on track for the 180-day completion window
- Coordinate with qualified intermediaries and advisors
- Understand what to prioritize at each stage
How It Works
Three simple steps to explore your tax-efficient investment options.
Answer 7 Questions
Quick, focused questions about your property sale, investment goals, and timeline preferences.
View Your Strategy Summary
Receive a personalized overview of pathways that may fit your unique situation and equity level.
Choose Your Next Step
Optionally connect with an experienced advisor for a deeper, no-obligation conversation.
No obligation. Educational assessment only.
Investor Scenarios
See how the assessment helps investors in different situations find their optimal path forward.
Exiting Active Management
Transition from hands-on ownership to more passive pathways without triggering a major tax event.
Nearing Sale / Exchange Deadlines
Get clarity on what to prioritize when the 45-day or 180-day clock is ticking.
Ownership with Simplicity
Explore NNN-style options for stable, low-touch ownership with credit-worthy tenants.
See your tax-efficient options in minutes.
Join thousands of investors who have used our assessment to explore their options.
Private intake. No obligation.