What Every Investor Wants in a 1031 Exchange
Quality replacement property, immediate identification, capital preservation, durable income, and upside potential. The five things that drive most 1031 decisions.
Read article →Insights
Educational articles from Petra's investment team.
Petra's articles cover 1031 exchange strategy, DST evaluation frameworks, common investor mistakes, and the principles behind custom portfolio construction. All articles are preserved from Petra's original educational library.
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Top 10 Mistakes 1031 Investors Make
From tax-first thinking and weak underwriting to poor planning, misaligned financing, and failure to diversify. A detailed walk through the most common errors.
Read article →The 3Q Test
Petra's quality framework for evaluating DST strategies: quality of assets, quality of income, and quality of sponsor. What each means in practice.
Read article →3 Advantages of Using a Delaware Statutory Trust
Freedom from management, access to better-quality diversified properties, and solving the 45-day identification timing problem.
Read article →ABC's of DSTs
A ten-point primer covering freedom from management, non-recourse debt, lower minimums, diversification, tax benefits, and estate planning advantages.
Read article →The 411 on Alternative 1031 DST Exchanges
How seasoned investors use DST structures to build smarter passive income portfolios with better diversification, simpler ownership, and more income stability.
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