What Every Investor Wants in a 1031 Exchange
Quality replacement property, immediate identification, capital preservation, durable income, and upside potential. The five things that drive most 1031 decisions.
Top 10 Mistakes 1031 Investors Make
From tax-first thinking and weak underwriting to poor planning, misaligned financing, and failure to diversify. A detailed walk through the most common errors.
The 3Q Test
Petra's quality framework for evaluating DST strategies: quality of assets, quality of income, and quality of sponsor. What each means in practice.
3 Advantages of Using a Delaware Statutory Trust
Freedom from management, access to better-quality diversified properties, and solving the 45-day identification timing problem.
ABC's of DSTs
A ten-point primer covering freedom from management, non-recourse debt, lower minimums, diversification, tax benefits, and estate planning advantages.
The 411 on Alternative 1031 DST Exchanges
How seasoned investors use DST structures to build smarter passive income portfolios with better diversification, simpler ownership, and more income stability.
Book a Portfolio Design Session with Petra.
A focused conversation about your exchange situation, income needs, and risk tolerance. Petra will show you what a custom POPP could look like.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.