Case studies
Ten situations — failed exchanges saved, debt requirements solved, liquidity unlocked. Each label below is a strategy, not a step: the right one depends on the situation that walks in the door.
Bonus depreciation
An investor's exchange collapsed with $1.2M in proceeds and roughly $400K of tax exposure. About $500K placed into two bonus-depreciation funds — 90+ essential-business properties with investment-grade tenants — offset the entire gain and now produces about $25K a year in passive income.
Zero DST
A seller with heavy debt on the relinquished property used a small Zero DST allocation to satisfy the debt-replacement requirement — freeing the rest of the equity for income-producing trusts.
Zero DST
A completed exchange left the client equity-rich and cash-poor. A tax-deferred refinance of a zero-cash-flow asset unlocked cash — with no tax event.
Strategic liquidity
With day 45 closing in and no property under contract, fast-closing structures turned a failing timeline into a completed exchange.
Direct Title Securities
An active landlord wanted out of management but not out of ownership. Direct Title Securities delivered 100% ownership with none of the tenant calls.
DST portfolio
One concentrated property became a portfolio of institutional-grade trusts across sponsors, markets, and asset classes.
Bonus depreciation
A high earner's passive real estate income was being taxed at full freight. Cost-segregation deductions restructured the picture.
Opportunity Zones
Proceeds from a business sale — not eligible for a 1031 — moved into a Qualified Opportunity Fund on the defer-reduce-eliminate framework.
Alternative funds
Concentrated stock risk traded for income-producing alternatives sized to the client's actual risk tolerance.
Bonus depreciation
Accelerated depreciation deductions absorbed a year of gains while adding diversified real estate exposure.
33.68° N · 117.83° W — Irvine, California
Next step
Bring us the property, the timeline, and the goal. You'll leave the first conversation knowing every option on the table — and what we'd do in your position.