For owners of investment real estate
Hate being a landlord, but don't know your options? We can help.
Our advisors analyze your property, estimate your tax bill, and evaluate a variety of tax-mitigation strategies side by side. You get a written Analysis & Solutions Report that shows your options before you make any decisions.
Fiduciary advisory standard · 5-step guided process · Custom report per property
Sources: S&P CoreLogic Case-Shiller U.S. National Home Price Index and BLS CPI Rent of Primary Residence, via FRED. January values, indexed to January 2000 = 100.
The shrinking return
Does your property have trapped equity?
Since 2000, U.S. home prices have risen about 227% while rents have risen about 144%. Rents are higher than ever, but they have not kept pace with the value of the property earning them.
Your return depends on the equity you have tied up. When values climb faster than rents, the cash you collect is a smaller share of what your property is worth, so your cash-on-cash return falls. Many long-time owners now earn far less on their equity than they did in years past.
Hypothetical example of annual cash flow as a percentage of property value, for illustration only. Your Cash-Flow & Yield-on-Equity report shows your actual figures.
The cost of a straight sale
Selling a long-held rental can trigger several taxes at once.
Many owners plan for capital gains tax and are surprised by the rest. Depreciation you claimed over the years is recaptured. Higher earners can owe the net investment income tax. Most states add their own tax on top.
Together these can take a meaningful share of your equity. Some of that tax can be deferred, reduced, or spread out, but the choice usually has to be made before the sale closes. That is why we analyze your property first.
Hypothetical example per $100 of sale proceeds, for illustration only. Your Estimated Capital-Gains Tax report projects your actual figures.
The Analysis & Solutions Report
Clarity before decision.
Institutional-grade analysis and reporting built around your numbers. Before you sell, we translate complex figures into clear, side-by-side answers so you can weigh the true cost of selling against the opportunity in deferring.
Fee-based · discussed at your free consultation Start With a Free Consultation- 1Cash-Flow & Yield-on-Equity
What your property actually earns today, net cash flow against the equity tied up in it. Often the clearest signal that capital could work harder elsewhere.
- 2Estimated Capital-Gains Tax
Projected federal and state capital gains, depreciation recapture, and net investment income tax: the real cost of cashing out versus deferring.
- 3Investment Comparison Analysis
Your current asset modeled side by side with alternatives across income, potential appreciation, diversification, and tax impact.
- 4Tax-Equivalent Yield
It's not what you make, it's what you keep. See the power of tax-advantaged income.
- 5Strategy education
Every lever available to defer, reduce, or potentially eliminate capital-gains taxes, and which may fit your situation.
- 6Custom recommendations
Personalized to your income needs, time horizon, and risk tolerance.
Education & strategy
Understand every lever before you pull any.
Beyond the numbers, we help you understand the strategies available to defer, reduce, or potentially eliminate capital-gains taxes, and which may fit your situation.
1031 Exchange into Direct Property
Defer gains by exchanging into like-kind replacement property that you own directly.
Delaware Statutory Trusts
Passive, fractional ownership of institutional real estate for your 1031 equity, with no landlord duties.
Qualified Opportunity Zones
Defer and potentially reduce gains by reinvesting them in Qualified Opportunity Zone funds.
Charitable Remainder Trusts
An income stream plus tax benefits through a giving vehicle, with the remainder going to charity.
Installment Sales
Spread gain recognition across multiple tax years instead of taking it all in the year you sell.
721 UPREITs
Contribute property into a REIT for diversified, passive ownership while deferring capital gains.
Energy Investments
Oil, gas, and mineral programs with distinct tax advantages that may offset income from your sale.
Which ones fit you?
Personalized to your income needs, horizon, and risk tolerance. Start with a short call.
Book a Free ConsultationMany of these strategies involve private placements available only to accredited investors, and all carry risks, including possible loss of principal and limited liquidity. Tax treatment depends on your circumstances and current law.
Get started
Get the book, join a webinar, or have a complimentary consultation with one of our advisors.
How to Retire from Being a Landlord
By Richard D. Gann & Jason L. McMurtry. Learn how owners exchange demanding, often under-performing rentals for passive real estate while deferring capital gains taxes.
Order Your Free Copy[Webinar title]
A walk-through of the taxes on a rental-property sale and the strategies owners use to defer or reduce them, followed by live Q&A with our advisors.
- What a straight sale really costs
- 1031 exchanges, DSTs, and alternatives
- Questions to ask before you list
Talk with an Advisor
A one-on-one call with one of our advisors about your property, your goals, and whether an Analysis & Solutions Report makes sense for you.
- Review your property and timeline
- Identify which strategies may apply
- Explain the report process and fee
- Answer your questions, with no pressure
Prefer to call? (800) 445-5908
Transaction history
1031 Capital Solutions Strategic Alliance
Inception through Q1 2026. Past activity is not a guarantee of future results.
Our process
A guided, five-step process
- Analyze your rental property, goals & objectives
We gather your numbers and what you want next.
- Review analysis & reports
Walk through your custom reports with an advisor.
- Dig deeper into suitable strategies
Focus on the options that fit your situation.
- Implement strategies
Coordinate the sale, exchange, and reinvestment.
- Monitor and manage
Ongoing oversight of your investment strategies.
Planning to sell in the next 12–24 months?
The best time to plan your exit is before you list.
Schedule a complimentary consultation and find out what your sale could cost and which strategies may help you keep more of your equity.