Review your situation
Petra reviews the pending sale, likely exchange equity, debt requirements, timing, and your broader objectives before any portfolio design begins.
How it works
A process built to bring order to a compressed timeline.
Petra's process starts before the 45-day clock becomes a problem. The goal is to understand your property sale, translate your investment mandate into a clear replacement strategy, and move through execution with less guesswork and more confidence.
The timing Petra is built around
- 45-day identification window from close of the relinquished property
- 180-day total exchange completion window
- Debt replacement needs (many investors must match or exceed relinquished debt)
- Income, diversification, and estate planning priorities
The six steps
From sale to close, with a team at every stage.
Define the investment objectives
The design process starts with what matters most: preserving capital, protecting income, diversifying exposure, simplifying management, or improving estate planning.
Design the POPP
Petra structures a Personal Optimized Property Portfolio using its proprietary database and portfolio design center. This is a custom-built strategy, not a generic property list.
Review portfolio options
You review portfolio logic, diversification choices, and representative strategy types before moving into current availability discussions. No pressure, no rushed decisions.
Turnkey closing support
Transaction coordination, research, and investor relations support keep the process efficient from subscription documents through closing and funding.
Ongoing portfolio management
Petra's team stays involved through ongoing reporting, performance communication, and continued planning as circumstances evolve.
What makes Petra's process different
Most DST advisors hand you a list. Petra builds you a portfolio.
The majority of DST firms present investors with an available inventory menu and leave the selection process largely to the investor. Petra starts from the opposite direction: the investor's mandate comes first, and the portfolio is designed around it using a proprietary database and evaluation workflow.
That means faster analysis, better alignment, and a strategy you can actually understand and defend to your CPA, attorney, and family.
The technology behind it
- Proprietary DST database for faster sourcing and comparison
- Quality score: Petra's internal property evaluation and ranking system
- POPP: the custom portfolio output delivered to every client
- Risk factor analysis and stress testing for each recommended strategy
- Multi-factor portfolio construction across geography, asset class, and sponsor
"I had the pleasure of working with Brad and his team on a recent 1031 exchange and the process from beginning to end was excellent. 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
Start the process
The first step is a focused conversation, not a sales pitch.
A Portfolio Design Session is where Petra reviews your sale, timeline, and goals, then shows you what a custom POPP could look like. No pressure, no live offering presentation.