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Planning Solutions and Resources

 

As more investors seek to reposition appreciated property holdings, explore passive ownership alternatives, or plan for long-term wealth transfer, it is important to include multiple advisors in the process.

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In collaboration with tax and real estate attorneys, CPAs, estate planning professionals, and real estate consultants, St. George Investment Group supports clients navigating these complex real estate transition decisions. Our role within this collaborative framework is to provide planning-focused solutions and informational resources that help professionals and their clients better understand real estate strategies, their potential applications, opportunities, and limitations, while encouraging thoughtful evaluation and professional due diligence.

Mountain Landscape View

Supporting Advisors in Real Estate Transition Planning

Real estate remains a significant component of many investor balance sheets, particularly among high-net-worth individuals and business owners. As clients approach retirement or liquidity events, advisors may be asked to help evaluate questions such as:

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  • What are the tax implications of selling appreciated investment property?

  • Are there solutions to reduce active property management responsibilities?

  • How might a 1031 exchange fit within broader financial planning goals?

  • What passive real estate structures may qualify as replacement property?

  • What risks should investors understand before pursuing these strategies?

 

St. George Investment Group provides resources designed to support these conversations through education, transparency, and regulatory awareness.

Areas of Focus

1031 Exchange Planning Solutions

We provide information and process support around exchange fundamentals, including:

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  • IRS timeline requirements

  • Qualified intermediary coordination

  • Replacement property categories

  • Common execution challenges

Delaware Statutory Trust (DST) Solutions

DSTs are often evaluated as passive replacement property options. We provide resources addressing:

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  • DST ownership structure

  • Sponsor and asset-level considerations

  • Liquidity limitations

  • Risk disclosures and suitability factors

 

DST offerings are securities and are only available through official offering documents.

Due Diligence and Investor Suitability

Passive real estate offerings may not be appropriate for all investors. Advisors and clients should consider:

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  • Risk tolerance

  • Time horizon

  • Income needs

  • Liquidity constraints

  • Concentration and diversification goals

 

All investments involve risk, including possible loss of principal.

Educational Resources for Professionals

Our advisor-focused resources may include:

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  • Planning guides

  • Due diligence checklists

  • Webinars and continuing education sessions

  • Exchange and DST structure overviews

  • Case study illustrations (for informational purposes only)

  • Risk awareness materials

Connect with our Team!

If 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

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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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