Landlord Exit Strategy

Enjoy the benefits of real estate investing without all the headaches.

Using a combination of tax advantage programs, opportunity zones and Delaware statutory trusts (DST), we help landlords exit the headaches of direct property management and eliminate or mitigate taxes.

Opportunity Zones

These are areas that have been designated as economically distressed based on certain census criteria. There are over 8,700 designated opportunity zones throughout the U.S. and its territories. Opportunity zones offer the following benefits for landlords:

  • Tax breaks — tax deferral, reduction, elimination and potential tax-free income
  • Separation of basis and capital gains
  • Portfolio diversification

DST Investments

Like opportunity zones, DSTs offer several benefits, including:

  • Passive investing
  • Tax benefits
  • Income generation
  • Value appreciation
  • Diversification