Hero Stories

After decades of working the land, one farmer was ready to retire. His fields had been productive, his property valuable—but selling it outright meant losing a huge chunk of equity to taxes.

He didn’t want to watch generations of hard work evaporate with a single IRS check. He wanted to enjoy his retirement and leave a legacy for his family.

Through a 1031 exchange into a DST, he was able to sell the farm, defer the taxes, and move into a portfolio of professionally managed properties. For the first time in his life, he had consistent monthly income without the pressure of weather, markets, or harvests. His family’s wealth stayed intact, and his next chapter began with peace of mind.

A business owner spent years running a successful company from a building he owned. When he sold the business, he faced another decision: what to do with the building itself.

Selling meant a major tax liability. Keeping it meant ongoing headaches with maintenance and leasing. Neither option felt like freedom.

By rolling into a DST, he avoided the immediate tax hit and turned his equity into passive income. Instead of worrying about whether the space would stay leased or if the roof needed repairs, he enjoyed consistent distributions from institutional-grade real estate. The building that once tied him down became the key to unlocking a stress-free retirement.

For years, a landlord managed multiple rental properties. Even with property managers, the burden never fully disappeared—vacancies, repairs, rising costs, and liability always circled overhead.

She was tired of the hassle but afraid of what selling would mean for her retirement income. Those rent checks were her lifeline.

By moving into a DST portfolio, she discovered the best of both worlds. She kept the tax bill at bay, maintained the steady monthly cash flow, and shed the burden of being a landlord. What once felt like a trap became an opportunity for financial freedom.