- Estimated exchange equity and tax exposure
- Income needs and risk tolerance
- Debt replacement and financing considerations
- Diversification goals by asset type, geography, and sponsor
- How Petra's POPP process fits into your timeline
- Estate planning context and legacy considerations
A focused conversation, not a sales pitch.
- 1
Before the session
Use the Capital Gains Calculator to get a rough estimate of your tax exposure and exchange equity. It makes the first conversation faster and more concrete.
- 2
During the session
Petra reviews your property, timeline, debt structure, income needs, and goals. No pressure. No live offering presentation. Just a structured planning conversation.
- 3
After the session
Petra delivers a preliminary POPP — a custom portfolio framework designed around your situation — along with relevant background materials and next steps.
- 4
Moving forward
If the approach fits, Petra engages the full team — research, underwriting, transaction coordination, and investor relations — to take you from design to close.
Investors who know they want out of active management but need a plan.
The Portfolio Design Session works best for investors who have a sale pending or approaching, who understand the 1031 exchange framework, and who want a disciplined replacement strategy — not a rushed decision driven by deadline pressure.
- Approximate sale price and remaining mortgage balance
- Estimate of your cost basis and depreciation taken
- General income needs from the replacement portfolio
- Timeline: sale date, close date, exchange deadlines
- Any estate planning context relevant to the property
“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. Put your trust in Petra Capital Properties and you will sleep well at night.”
CB Craig B. — $35 Million in 1031 Exchanges
“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. I would strongly recommend Brad and his team to anyone who wants to SWAN.”
TG Tom Gustafson, Atlas 1031 Exchange
What investors ask before booking a session.
No sales theatrics. Just a focused conversation.
Pick a time that works and come ready to talk about your property, your timeline, and what a better outcome looks like. Petra will handle the rest.
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.