- 45-day identification window from close of the relinquished property
- 180-day total exchange completion window
- Debt replacement needs (many investors must match or exceed relinquished debt)
- Income, diversification, and estate planning priorities
From sale to close, with a team at every stage.
- 1
Review your situation
Petra reviews the pending sale, likely exchange equity, debt requirements, timing, and your broader objectives before any portfolio design begins.
- 2
Define the investment objectives
The design process starts with what matters most: preserving capital, protecting income, diversifying exposure, simplifying management, or improving estate planning.
- 3
Design the POPP
Petra structures a Personal Optimized Property Portfolio using its proprietary database and portfolio design center. This is a custom-built strategy, not a generic property list.
- 4
Review portfolio options
You review portfolio logic, diversification choices, and representative strategy types before moving into current availability discussions. No pressure, no rushed decisions.
- 5
Turnkey closing support
Transaction coordination, research, and investor relations support keep the process efficient from subscription documents through closing and funding.
- 6
Ongoing portfolio management
Petra's team stays involved through ongoing reporting, performance communication, and continued planning as circumstances evolve.
Most DST advisors hand you a list. Petra builds you a portfolio.
The majority of DST firms present investors with an available inventory menu and leave the selection process largely to the investor. Petra starts from the opposite direction: the investor's mandate comes first, and the portfolio is designed around it using a proprietary database and evaluation workflow.
That means faster analysis, better alignment, and a strategy you can actually understand and defend to your CPA, attorney, and family.
- Proprietary DST database for faster sourcing and comparison
- Quality score: Petra's internal property evaluation and ranking system
- POPP: the custom portfolio output delivered to every client
- Risk factor analysis and stress testing for each recommended strategy
- Multi-factor portfolio construction across geography, asset class, and sponsor
“I had the pleasure of working with Brad and his team on a recent 1031 exchange and the process from beginning to end was excellent. Brad provided client-focused solutions that allowed our exchangor to review and select the best overall option for them. The process was bespoke to their specific needs and strategy, resulting in a Personal Optimized Property Portfolio.”
TG Tom Gustafson — Atlas 1031 Exchange
The first step is a focused conversation, not a sales pitch.
A Portfolio Design Session is where Petra reviews your sale, timeline, and goals, then shows you what a custom POPP could look like. No pressure, no live offering presentation.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.
Turn your property sale into a custom passive income portfolio.
Book a Portfolio Design Session and see what a POPP built around your exchange looks like.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.