Leave active property management
Move beyond tenant calls, repairs, leasing, capital projects, and the daily responsibilities of operating another property.
Free Guidance
Start with a planned sale or an urgent contract.
Direct and Passive Options
Compare direct, net-lease, and DST paths.
One Replacement Brief
Align equity, debt, income, workload, and risk.
Help Through Closing
Keep the required professionals and decisions moving.
One Sale. A Complete Solution.
The exchange should begin with what you want life and the portfolio to look like next.
An Austin owner may be selling apartments, industrial property, land, retail, or a long-held rental after rapid appreciation, growing tenant demands, inherited ownership, a maturing loan, or a decision to diversify beyond Central Texas.
We help turn that reason, the expected equity, debt, income needs, management preferences, and timing into one practical exchange plan. When the facts call for regulated expertise, the appropriate independent qualified intermediary, CPA, attorney, lender, broker, or licensed securities professional remains responsible for that work.
Start With the Real Reason
What should selling the Austin property solve?
The strongest replacement search begins with the problem the current property no longer solves—not a generic list of rules or available listings.
Sell an inherited investment property
Organize ownership, basis questions, qualifying use, co-owner priorities, and sale timing with the appropriate tax and legal advisors.
Reposition appreciated Austin equity
Compare replacement choices using expected equity, debt, income goals, risk, management capacity, and the control the owner wants after closing.
Diversify one concentrated asset
Explore whether the exchange should remain in one direct property or be divided among multiple replacement interests and markets.
Respond to a maturing loan
Review the likely sale proceeds, replacement debt, lender requirements, and closing feasibility before financing narrows the available choices.
Act while already under contract
Bring the sale facts together quickly, engage an independent qualified intermediary, and build a realistic primary and backup property search.
Choose the Ownership Experience
Compare each path against the same Austin sale objective.
Maximum control
Direct Real Estate
Own and operate a replacement property directly, choose the business plan, arrange financing, and control leasing and future disposition decisions.
What to review
Review title, leases, condition, market, operations, financing, management demands, and the ability to close within the exchange window.
Property ownership with a tenant
Net-Lease Property
Own commercial real estate while a lease assigns specified operating responsibilities to the tenant, potentially reducing the owner’s daily workload.
What to review
Review the tenant and guaranty, lease term, rent structure, property condition, residual value, financing, and the future reletting market.
Professionally managed
DST Interest
Own a fractional interest in institutional-grade real estate without personally managing tenants, maintenance, leasing, or renovations.
What to review
Review the offering documents, sponsor, fees, leverage, conflicts, property risk, illiquidity, eligibility, and suitability with a licensed professional.
From Planned Sale to Replacement Closing
How the exchange moves forward
Plan before the Austin sale
Define the reason for selling, expected equity, debt, income needs, management preferences, and the professionals already involved.
Protect the exchange at closing
Engage an independent qualified intermediary before closing and confirm that the relinquished-property proceeds will not reach the seller.
Compare primary and backup properties
Evaluate each candidate against the same written criteria for income, risk, control, workload, financing, diligence, and closing probability.
Complete diligence and replacement closing
Keep title, inspections, financing, insurance, entity documents, advisor questions, and closing instructions moving together.
Is this your first 1031 exchange?
Get free guidance through the sale, qualified-intermediary handoff, replacement search, identification period, diligence, and closing.
Call a 1031 Expert: (512) 710-1031Local Sale. Broader Replacement Search.
Austin-area exchange assistance
Questions Austin Owners Ask
1031 exchange and DST questions
Can an Austin owner complete a 1031 exchange without buying another local property?
A qualifying exchange can generally move from Austin investment real estate into other qualifying U.S. investment real estate. The replacement may be direct property, net-lease real estate, or an eligible DST interest, depending on the transaction and the owner’s goals.
Can a DST remove day-to-day property management?
A DST is professionally managed, so the investor does not personally handle tenants, repairs, leasing, or property operations. The sponsor controls the real estate, and fees, leverage, risk, liquidity limits, eligibility, and suitability require careful review.
What if the Austin property is already under contract?
Begin immediately. An independent qualified intermediary generally must be engaged before the relinquished-property closing, and the replacement search should be organized around the actual closing date, equity, debt, and acquisition requirements.
How much may be required for a DST investment?
Some DST offerings may accept investments around $100,000, but minimums and current availability vary. Projected income, fees, leverage, sponsor and property risk, investor eligibility, illiquidity, and suitability are offering-specific.
Can exchange equity be divided among several properties?
An owner may be able to acquire more than one replacement property, subject to identification requirements and the transaction facts. The plan should account for equity, debt, closing probability, diversification, and backup choices.
When should exchange planning begin?
Before the relinquished property closes—and ideally before it is listed. Early planning creates more time to engage the independent qualified intermediary, clarify replacement criteria, examine financing, and compare direct and passive alternatives.