Proprietary portfolio design center
Petra maintains its own DST database and evaluation workflow. That means faster sourcing, more organized comparison, and less noise when time is short.
Custom DST portfolio design
Preserve capital. Protect income. Simplify your life.
Petra Capital Properties helps 1031 investors move from active property management to passive ownership through custom portfolio design, disciplined underwriting, and a team built to move quickly when exchange deadlines get real.
Signature deliverable — POPP
Personal Optimized Property Portfolio
A custom-designed replacement strategy built around your exchange equity, income needs, risk tolerance, and estate planning goals. Not a generic property list.
Sample allocation
Multifamily
40%
Industrial / Logistics
35%
Medical / Net Lease
25%
Non-recourse debt
Multiple sponsors
3 geographies
Illustrative example only. Not a live offering. Actual portfolios vary by client objectives, exchange equity, and available inventory.
The transition Petra is built for
You are not looking for more real estate. You are looking for a better way to hold it.
Most Petra clients have already done the hard part. They spent years building wealth through rental property ownership. Now they want out of day-to-day management without forcing a rushed 1031 decision or creating an avoidable tax problem.
- Tired of tenants, trash, and toilets after years of active management.
- Concerned about concentration risk in one property or one market.
- Trying to defer taxes while replacing income and simplifying life.
- Need a team that can help them move quickly and intelligently under deadline.
What a better outcome looks like
Passive ownership, more diversification, and a strategy designed around your lifestyle.
- Custom DST portfolio construction through Petra's proprietary portfolio design center.
- Access to institutional-quality replacement property strategies.
- Projected monthly income streams, subject to risk and no guarantees.
- Alignment around capital preservation, income protection, and estate planning.
Why people choose Petra
Technology-backed portfolio design. High-touch guidance. Faster execution.
Petra's edge is not volume for volume's sake. It is the combination of a proprietary DST database, portfolio construction discipline, and a team approach that helps investors evaluate choices faster and with more confidence under the 45-day identification deadline.
See the full picture
Speed under deadline pressure
When the 45-day identification period matters, Petra helps reduce the drag of manually sorting through replacement options from scratch.
Team-based execution
Clients get guidance from portfolio research, transaction coordination, underwriting, and investor relations instead of a one-person sales process.
Ready to see what a custom portfolio could look like for your exchange?
Book Your Portfolio Design SessionHow it works
A clear process designed to reduce confusion and get to alignment faster.
Start with your sale
Petra reviews your property, exchange timing, debt replacement needs, and what you want the next phase of life to look like.
Clarify your mandate
Capital preservation, income needs, estate planning goals, liquidity preferences, and risk tolerance drive the design process.
Build your POPP
Petra structures a Personal Optimized Property Portfolio around your objectives using its proprietary portfolio design center.
Move with a team
Research, underwriting, investor relations, and transaction support work together to keep the process moving from design through closing.
Representative case study
From actively managed fourplex to diversified passive income portfolio.
A 62-year-old investor selling a residential fourplex, replacing debt, and needing a moderately conservative solution built around capital preservation, monthly passive income, and a 5-7 year exit strategy.
- $1.5M sale proceeds
- $1.08M exchange equity after debt payoff and closing costs
- Objectives: defer taxes, preserve capital, generate passive income, simplify estate planning
"Since 2007, we have completed seven 1031 exchanges utilizing Brad Watt's expertise totaling $35 million. The quality and stability of our DST assets provide my family with great comfort. Put your trust in Petra Capital Properties and you will sleep well at night."CB Craig B. — $35 Million in 1031 Exchanges
Decision support
Use the capital gains calculator before your clock starts.
The calculator helps investors estimate taxable gain, approximate tax exposure, and likely exchange equity before a portfolio design session. It is one of the easiest ways to turn a fuzzy conversation into a more concrete planning discussion.
Launch the calculatorSupporting education
Videos and written resources for investors at every stage.
Petra's video library and insight articles cover the fundamentals of DST strategy, common investor mistakes, and the 3Q quality framework that guides portfolio construction.
What clients and partners say
Consistently the same themes: customization, speed, and trust.
"Brad provided client-focused solutions that allowed our exchangor to review and select the best overall option for them. The process was bespoke to their specific needs and strategy, resulting in a Personal Optimized Property Portfolio."TG Tom Gustafson, Atlas 1031 Exchange
"Their approach to risk management and diversified asset allocation allowed me to actively participate in the construction of my portfolio. Their POPP technology platform was invaluable to me in helping to identify the right replacement properties."JB Jon B. — $2M+ diversified DST portfolio
"The very best thing that Brad brings to the table is Brad himself. He genuinely cares for the people he's helping and pours his heart into everything he does. I cannot recommend Brad highly enough."AL Anthony Lombardi, Lombardi Family Office
Team depth
A boutique team with underwriting, transaction, tax, and portfolio construction depth.
Petra's team spans portfolio design, property research, due diligence, transaction coordination, investor relations, and tax expertise. That depth matters when a high-stakes exchange needs more than a sales script.
Meet the full team
Drue Jaramillo
Research and Portfolio Analyst
POPP allocations, data-driven underwriting, and portfolio analysis.
Stefanie Schreiber-Jones
Investor Relations Manager and Transaction Coordinator
Seamless closings and client support.
Next step
Book your portfolio design session.
No sales theatrics. No public inventory dump. Just a focused conversation about your property sale, tax exposure, income needs, and what a custom POPP could look like.
DST investments are available to accredited investors only
— generally individuals with a net worth exceeding $1M
(excluding primary residence) or annual income above $200,000.
Offerings are discussed privately after a qualification
conversation.
Securities offered through Saxony Securities, Inc., member FINRA / SIPC. Check background on FINRA BrokerCheck.
Securities offered through Saxony Securities, Inc., member FINRA / SIPC. Check background on FINRA BrokerCheck.