(818) 206-7550
For Retiring Property Owners

Keep the Income. Retire the Landlord.

You’ve spent decades building equity the hard way — tenants, toilets, and 2 a.m. phone calls. A properly structured 1031 exchange into professionally managed real estate can preserve your tax deferral, maintain your income, and hand the management burden to someone else. Permanently.

Guided by advisors who structured these investments inside the industry’s largest sponsors.

Sound Familiar?

The Problem Isn’t the Property. It’s Everything That Comes With It.

Selling feels like a tax trap.

Between federal capital gains, depreciation recapture, state tax, and the NIIT, an outright sale can surrender a third or more of your equity before you see a dollar.

Managing feels like a second job.

The rental that funded your retirement now consumes it — maintenance, vacancies, turnovers, rising insurance, and tenants who call at midnight.

Your heirs don’t want the duplex.

Estate planning around directly held rentals is messy. Fractional, professionally managed interests can divide cleanly among children — and a step-up in basis may eliminate the deferred tax entirely.

Retiring property owners
The Path Forward

From Active Landlord to Passive Owner — Without Triggering the Tax

Map the numbers

We model your sale, your deferral, and your income requirements before you list — so every decision after is made calmly.

Exchange into DSTs

Your equity moves via 1031 exchange into institutionally managed replacement property. Identification can often close in days, not months.

Collect. Don’t manage.

Potential monthly income, annual tax reporting, zero tenant calls. Distributions are not guaranteed — and we’ll show you exactly why and when they could vary.

Take the First Step

Find Out What Your Equity Could Do Without You Managing It

Tell us a little about your property and timeline. We’ll come to the first call with your deferral math already sketched — what you’d owe if you sold outright, and what a full exchange would preserve.

Independent — no proprietary products, ever
Securities offered through Realta Equities, Inc., Member FINRA/SIPC
$2.5B+ in transactions guided · 1,000+ investors served
Private, no-obligation — typically 30–60 minutes

Your information is held in confidence and never sold or shared. Consultations are private and carry no obligation.

Prefer to Start with a Conversation?

No forms, no scripts — just a direct line to an advisor who does this every day.

Call (818) 206-7550 Investor Portal