Understand your options before you sell.
Short, jargon-light reads on the strategies we help owners explore. General education, never advice tailored to your situation.
6 articles
The other DST: what a Deferred Sales Trust actually is
A Deferred Sales Trust is a way to spread the tax on a sale over years instead of paying it all at once. Here's the plain-language version of how it's put together, why people look at it, and the questions worth asking before you go anywhere near one.
Aug 7, 2026 · 7 min read
1031 ExchangeHow a 1031 exchange actually works, in plain language
A clear walkthrough of the 1031 like-kind exchange for California property owners — the two clocks, why you can't touch the proceeds, what 'boot' means, and when an exchange is the wrong tool.
Jul 30, 2026 · 8 min read
1031 ExchangeDelaware Statutory Trusts explained — and why there are two things called DST
A DST lets you 1031 into professionally managed real estate without being a landlord. What it gives you, what it asks you to give up, and why a Delaware Statutory Trust and a Deferred Sales Trust are completely different things.
Jul 30, 2026 · 8 min read
Trust SalesSelling California property held in a trust: what trustees need to know
Selling real estate from a trust or estate has its own basis, timing, and duty considerations. Why the stepped-up basis often shrinks the tax dramatically, what trustee duties mean in practice, and what to handle before listing.
Jul 30, 2026 · 8 min read
Tax SavingsTired of being a landlord but dreading the tax hit
You can step back from managing rental property without taking the full tax hit at once. The realistic paths — ranked by how hands-off you want to be — and the trade-off each one asks for.
Jul 30, 2026 · 7 min read
Tax SavingsThe tax hit when you sell appreciated California property, explained
Why the tax bill on a California property sale is usually bigger than owners expect — the four taxes that stack, why depreciation recapture surprises landlords, and what actually reduces the total.
Jul 30, 2026 · 7 min read