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Commercial Buildings

St. George Investment Group

Where Opportunities Meet Expertise

At St. George Investment Group, we provide real estate owners and their advisory teams with planning-focused solutions related to 1031 Exchanges, Delaware Statutory Trusts (DSTs), and other passive real estate structures.

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For many investors, real estate has served as a cornerstone of long-term wealth building. Over time, however, priorities often evolve. Some property owners begin to explore strategies that may help reduce day-to-day management responsibilities, support portfolio diversification, or align with legacy and wealth transfer goals.

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Our team brings decades of experience across commercial real estate, investment strategy, and real estate transition planning. We work with investors who are evaluating ways to reposition investment property holdings while remaining mindful of tax considerations, risk factors, and long-term objectives.

What We Offer:

Real Estate Transition Solutions

Real estate owners often reach decision points where they may consider transitioning away from active property management.

 

Common motivations include:

  • Reducing operational burdens associated with direct ownership

  • Planning for retirement or generational wealth transfer

  • Seeking more passive real estate participation

  • Diversifying across property types or geographic markets

  • Managing capital gains exposure when selling appreciated assets

1031 Exchange Planning Strategies

A 1031 Exchange is a reference to a section in the IRS tax code that defines how real estate investors may be able to defer certain capital gains taxes when selling investment real estate and reinvesting proceeds into other qualifying property.

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Investors often evaluate exchange strategies when:

  • Selling highly appreciated property

  • Transitioning from active management to passive ownership

  • Repositioning into different asset categories

  • Coordinating broader estate or succession planning

Passive Real Estate Opportunities

Many long-time property owners eventually seek alternatives to the responsibilities of tenants, maintenance, and ongoing property oversight. Passive real estate structures may provide one pathway investors evaluate when transitioning away from hands-on ownership.

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These solutions may be considered by investors who are:

  • Approaching retirement

  • Seeking simplified ownership structures

  • Planning for long-term wealth preservation

  • Looking to reduce management burdens

Connect with our Team!

IIf you are ready to discuss a customized approach for transitioning from active to passive real estate investments, contact us today!

Address

38 West Main Street

Carmel, IN 46032

Email

info@stgeorgeig.com

Phone

463.837.1031

Linkedin

Contact Us

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Concorde’s Form Customer Relationship Summary (FORM CRS).

 

This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

 

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.

 

Risks associated with 1031 exchange- A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.

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Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

 

Institutional-grade property generally refers to a property of sufficient size and stature to merit attention from large national or international investors, and typically have the characteristic of high-quality assets in major markets and at price points beyond the reach of individual investors and smaller partnerships.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact St. George Investment Group at 463-837-1031.

 

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. St. George Investment Group and Legacy 1031 are independent of CIS.

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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.

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© 2026 by St. George Investment Group. 

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