Northwest point
Multifamily
An illustrative sector position in the map.
Illustrative allocation / 40%The portfolio starts with the person.
A custom design is not a generic property list. It organizes a 1031 exchange around the investor's own priorities.
POPP
A Personal Optimized Property Portfolio is a custom-designed replacement strategy built around your exchange equity, income needs, risk tolerance, and estate planning goals.
- Design coordinate
- Exchange equity
- Design coordinate
- Income needs
- Design coordinate
- Risk tolerance
- Design coordinate
- Estate planning
$430M+Total DST value acquired
250+Clients
$10M+Sponsor-paid distributions
100+Years of experience among the team
Three sectors. One illustrative map.
These sectors are shown as an illustrative allocation only, not a live offering. The map is a conversation starter for a custom portfolio design, not a recommendation.
Central point
Industrial / Logistics
An illustrative sector position in the map.
Illustrative allocation / 35%Eastern point
Medical / Net Lease
An illustrative sector position in the map.
Illustrative allocation / 25%Illustrative example only. The three sectors total 100% for this map and are not a live offering. Actual portfolios vary by client objectives, exchange equity, and available inventory.
You want a better way to hold real estate.
Most Petra clients have already done the hard part. They spent years building wealth through rental property ownership. Now they want out of day-to-day management without forcing a rushed 1031 decision or creating an avoidable tax problem.
- Step away from active managementTired of tenants, trash, and toilets after years of active management.
- Address concentration riskConcerned about one property or one market carrying too much of the plan.
- Protect the transitionTrying to defer taxes while replacing income and simplifying life.
- Move under a real deadlineNeed a team that can help make decisions quickly and intelligently when the exchange clock matters.
Technology-backed design. High-touch guidance. Faster execution.
Petra's edge is not volume for volume's sake. It is the combination of a proprietary DST database, portfolio construction discipline, and a team approach that helps investors evaluate choices faster and with more confidence under the 45-day identification deadline.
Proprietary portfolio design center
Petra maintains its own DST database and evaluation workflow for faster sourcing, more organized comparison, and less noise when time is short.
Speed under deadline pressure
When the 45-day identification period matters, Petra helps reduce the drag of manually sorting through replacement options from scratch.
Team-based execution
Clients get guidance from portfolio research, transaction coordination, underwriting, and investor relations instead of a one-person sales process.
A clear process designed to reduce confusion.
The process moves from the facts of a sale to a custom portfolio design and coordinated execution.
- 1
Start with your sale
Petra reviews your property, exchange timing, debt replacement needs, and what you want the next phase of life to look like.
- 2
Clarify your mandate
Capital preservation, income needs, estate planning goals, liquidity preferences, and risk tolerance drive the design process.
- 3
Build your POPP
Petra structures a Personal Optimized Property Portfolio around your objectives using its proprietary portfolio design center.
- 4
Move with a team
Research, underwriting, investor relations, and transaction support work together to keep the process moving from design through closing.
From actively managed fourplex to diversified passive income portfolio.
A representative case study of an investor selling a residential fourplex, replacing debt, and seeking a moderately conservative solution around capital preservation, monthly passive income, and a 5–7 year exit strategy.
- $1.5M sale proceeds
- $1.08M exchange equity after debt payoff and closing costs
- Objectives: defer taxes, preserve capital, generate passive income, simplify estate planning
“Since 2007, we have completed seven 1031 exchanges utilizing Brad Watt's expertise totaling $35 million. The quality and stability of our DST assets provide my family with great comfort.”
CB Craig B. — $35 Million in 1031 Exchanges
Use the capital gains calculator before your clock starts.
The calculator helps investors estimate taxable gain, approximate tax exposure, and likely exchange equity before a portfolio design session.
It is one of the easiest ways to turn a fuzzy conversation into a more concrete planning discussion.
Launch the calculatorEducation for every stage of the exchange.
Petra's video library and insight articles cover DST strategy, common investor mistakes, and the 3Q quality framework that guides portfolio construction.
Consistently the same themes: customization, speed, and trust.
What clients and partners say about working through an exchange with Petra.
“Brad provided client-focused solutions that allowed our exchangor to review and select the best overall option for them.”
TG Tom Gustafson, Atlas 1031 Exchange
“Their approach to risk management and diversified asset allocation allowed me to actively participate in the construction of my portfolio.”
JB Jon B. — $2M+ diversified DST portfolio
“The very best thing that Brad brings to the table is Brad himself. He genuinely cares for the people he's helping.”
AL Anthony Lombardi, Lombardi Family Office
A boutique team with real depth.
Petra's team spans portfolio design, property research, due diligence, transaction coordination, investor relations, and tax expertise.
Brad Watt
CEO / Founder
Drue Jaramillo
Research and Portfolio Analyst
Justin Crounse
Due Diligence Manager
Stefanie Schreiber-Jones
Investor Relations Manager and Transaction Coordinator
Turn your property sale into a custom passive income portfolio.
Book a Portfolio Design Session and see what a POPP built around your exchange could look like.
Book Your Portfolio Design SessionNo sales theatrics. No public inventory dump. Just a focused conversation about your property sale, tax exposure, income needs, and what a custom POPP could look like.