Consolidation: A Hypothetical Case Study, Four Strip Malls into Two DSTs
How a burned-out landlord consolidated four aging strip malls into two passive DST investments, simplified his business, and reduced his workload dramatically.
9 guides
Case studies
Worked illustrations of how a 1031 exchange runs end to end, including the ones that go wrong and what the mistake costs.
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7 guides across 3 topic shelfs.
Exchange structures
3 guidesReviewed by Nikunj Bagmar · 11 min read
Partnership Split: A Hypothetical Case Study in Entity Restructuring
Michael and Steve co-owned a $2. 4M warehouse as partners. When Michael wanted to cash out and Steve wanted to exchange, they had to restructure their entity before the sale.
Improvement Exchange: A Hypothetical Case Study in Adding Value by Day 180
James sold an office building and identified a property that needed renovation.
Outcomes & mistakes
2 guidesCalifornia Landlord: A Hypothetical Case Study in Deferring State Tax
Maria sold a rental home in San Francisco and used a 1031 exchange to defer $180K in California taxes. Here's exactly how she did it.
Retiree Transition: A Hypothetical Case Study, Duplex into a DST Portfolio
A 68-year-old landlord tired of tenant calls exchanged her duplex into a diversified DST portfolio. Here's how she found peace in passive income.
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2 guidesA Hypothetical DST Master Lease Default, Walked Through Step by Step
A hypothetical, no-names walkthrough of what changes, and what doesn't, when an occupant or a master tenant misses a lease payment inside a DST's master lease structure.
Two Hypothetical DST Offerings, Side by Side: A Worked Example of Reading Raise Stage, Grade, and Evidence
A hypothetical, sponsor-free walkthrough of how Raise Stage, Grade, and evidence depth combine when comparing two DST offerings — illustrating the reading…
Done reading? The directory is where it gets real.
229 active 1031 DST offerings in one table, built from SEC filings and public records.