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Real Estate Transition Solutions

St. George Investment Group provides planning-focused real estate transition solutions for investors exploring strategies such as 1031 exchanges, Delaware Statutory Trusts (DSTs), and passive ownership structures.

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Real estate investors often reach inflection points when they consider selling appreciated property, reducing management burdens, or aligning assets with long-term wealth and legacy objectives. Our role is to provide information, resources, and solution pathways that support informed decision-making.

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Our Approach

We emphasize transparency, risk awareness, and investor education while working alongside qualified intermediaries, tax professionals, and real estate advisors.
 

Solutions we support are designed to help investors evaluate tax-deferred exchange planning, passive replacement property structures, portfolio repositioning considerations and wealth transfer and legacy planning concepts. No strategy is guaranteed, and all investments involve risk.​​

Experience-Driven Real Estate Solutions for Long-Term Investors

 

St. George Investment Group supports investment property owners exploring real estate transition solutions, including tax-deferred exchange strategies and passive ownership structures.

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For decades, commercial real estate has been an important asset class for investors seeking income potential, long-term appreciation, and portfolio diversification. Over time, however, property ownership can become increasingly complex. Many investors reach points where they begin evaluating solutions designed to reduce management burdens, reposition holdings, or align real estate assets with broader legacy objectives.

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Our professionals bring significant experience across commercial real estate sectors and market cycles. We work with investors, qualified intermediaries, and professional advisors to support informed decision-making through clear information and thoughtful planning solutions.

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A Planning-Focused Approach

St. George Investment Group provides resources and support for investors evaluating strategies such as:

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  • 1031 Exchanges

  • Delaware Statutory Trusts (DST)

  • Passive institutional real estate participation

  • Portfolio repositioning considerations

  • Wealth transfer and legacy planning concepts

 

These strategies are complex and may not be suitable for every investor. Our role is to provide planning-focused solutions and information that fits within each investor’s investment timeline, risk tolerance and long-term investment strategy.

1031 Exchange Planning Solutions

A Section 1031 exchange may allow investors to defer certain capital gains taxes by reinvesting proceeds from the sale of investment property into qualifying like-kind real estate.

 

We provide informational support around:

  • Exchange timelines and IRS rules

  • Replacement property solution categories

  • Coordination with qualified intermediaries

  • Common challenges and planning considerations

 

Investors should consult tax and legal professionals regarding applicability and compliance.

Passive Real Estate Solutions Through DSTs

Delaware Statutory Trusts (DSTs) are one structure investors may evaluate when seeking passive ownership solutions. DST interests may qualify as replacement property in a 1031 exchange under IRS guidance.

 

We provide information and resources addressing:

  • DST structure and sponsor oversight

  • Institutional-quality asset participation

  • Risk disclosures and liquidity limitations

  • Suitability considerations

 

DST investments involve risk, including loss of principal and limited liquidity.

Wealth Transfer and Legacy Planning Solutions

Many investors explore exchange strategies and passive ownership structures as part of broader discussions around:

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  • Retirement transition planning

  • Simplifying ownership responsibilities

  • Generational wealth transfer

  • Estate and succession planning coordination

 

St. George Investment Group does not provide estate planning or legal advice. Investors should consult qualified professionals.

Our Broker-Dealer

We are licensed registered representatives affiliated with Concorde Investment Services, LLC (“CIS”), a nationally registered broker-dealer and member of FINRA and SIPC. Through this relationship, we offer a broad range of investment solutions, including securities-based real estate offerings and other alternative investments.

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Our affiliation with CIS provides access to a robust operational infrastructure utilizing the latest technology, comprehensive back-office support, and regulatory oversight. This relationship enhances our ability to deliver investment solutions and client service in a thoughtful and efficient manner, helping us better align strategies with each client’s objectives.

 

St. George Investment Group is an independent entity and is not owned or controlled by CIS, and any securities-related services are offered through registered representatives of CIS.

Vee Kimbrell
President & Owner

As the owner of St. George Investment Group, Vee focuses on providing planning-oriented real estate transition solutions — including education and support around 1031 exchange mechanics, passive ownership structures like Delaware Statutory Trusts (DSTs), and considerations for investors looking to reposition or diversify their real estate holdings. She works collaboratively with investors, financial professionals, tax advisors, and intermediaries to ensure that planning decisions are informed, thoughtful, and aligned with each investor’s broader financial goals.

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With more than two decades of experience in the commercial real estate industry, she has built deep expertise in market research and  financial analysis. Before focusing on commercial real estate transition strategies, she spent significant time managing the marketing, research and distribution of nontraded REITs, private equity offerings, and institutional investment management services.

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Vee graduated with a Bachelor of Arts in Economics and Psychology from Agnes Scott College and holds the FINRA Series 7 and Series 63 securities licenses, qualifying her to engage in certain securities-related activities. She is also a licensed commercial real estate broker in Indiana. This combination of financial markets credentials and real estate licensing provides her with a broad perspective on both investment product frameworks and property-centric planning solutions.

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​In addition to her ownership of St. George Investment Group, Vee is a Partner with Legacy 1031 and a licensed real estate broker with Raven Commercial Group. She is also a member of the Indianapolis chapter of Commercial Real Estate Women (CREW) Network, and a member of Ladies in Land, Indianapolis Chapter.​

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Partnership with Legacy 1031 

Founded by Bart Harrison, our partnership with Legacy 1031 enables us to offer tailored 1031 Exchange solutions that empower individual investors to defer capital gains tax by reinvesting in institutional-quality commercial properties. With a focus on personalized strategies and meticulous support, we guide our clients through every step of the exchange process, working toward a smooth transition and positive investment outcomes.

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​For investors looking to move away from the responsibility of directly managing properties, Delaware Statutory Trusts (DSTs) and Opportunity Zone Funds present a possible option for certain investors. By utilizing DSTs or Opportunity Zone Funds, investors can enjoy tax-deferred growth, portfolio diversification, and the ability to shift from hands-on property management to more passive, professionally managed real estate opportunities. These options may be ideal for investors who are seeking a different investment approach and looking to reap the potential rewards of real estate investments.

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Together with Legacy 1031, we are committed to delivering exceptional value and providing well-informed recommendations that are designed to match your personal risk profile and investment objectives. 

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Raven Commercial Group Strategic Alliance

Founded by Kristy Carter, our strategic alliance with Raven Commercial Group creates a powerful synergy that allows us to offer a full suite of commercial real estate services tailored to small and medium-sized property owners. To maximize value and streamline operations for long-term growth, our commercial property services include property management, maintenance, leasing, vendor/contractor coordination, project management, and marketing support.

Gain access to information on 30+ DST offerings

We offer a diverse selection of DST offerings across property types and sponsors.

 

To access this information, please complete our Registration Form.

Registration Form

Are you an Accredited Investor? An accredited investor is defined as someone with a net worth of $1M (excluding primary residence) or annual income exceeding $200K (or $300k with a spouse) for the last two years.
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Address

38 West Main Street

Carmel, IN 46032

Email

info@stgeorgeig.com

Phone

463.837.1031

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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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