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​Real estate ownership rarely follows a straight line. It evolves.

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What once felt entrepreneurial can gradually feel operational. Decisions that were energizing can become repetitive. And while real estate continues to work, the work of real estate may no longer align with an owner’s priorities.

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The Active-to-Passive Real Estate Playbook was written for real estate owners at that inflection point.

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This e-book is not about selling real estate. It is about repositioning — rethinking how capital is deployed, how risk is managed, and how ownership structures evolve as portfolios mature. It is written for investors who want to remain invested in real estate, but who are open to changing how they participate.

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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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