Before the session
Use the Capital Gains Calculator to get a rough estimate of your tax exposure and exchange equity. It makes the first conversation faster and more concrete.
Portfolio Design Session
The clearest next step for a pending or future 1031 exchange.
A Portfolio Design Session is where Petra reviews your sale, tax exposure, exchange equity, debt replacement needs, and broader investment goals, then frames what a custom POPP could look like for your specific situation. No sales pitch. No live offering pressure.
What the session covers
- Estimated exchange equity and tax exposure
- Income needs and risk tolerance
- Debt replacement and financing considerations
- Diversification goals by asset type, geography, and sponsor
- How Petra's POPP process fits into your timeline
- Estate planning context and legacy considerations
Placeholder image
Consultation photo, portfolio review, or team meeting
What to expect
A focused conversation, not a sales pitch.
During the session
Petra reviews your property, timeline, debt structure, income needs, and goals. No pressure. No live offering presentation. Just a structured planning conversation.
After the session
Petra delivers a preliminary POPP — a custom portfolio framework designed around your situation — along with relevant background materials and next steps.
Moving forward
If the approach fits, Petra engages the full team — research, underwriting, transaction coordination, and investor relations — to take you from design to close.
Who this session is designed for
Investors who know they want out of active management but need a plan.
The Portfolio Design Session works best for investors who have a sale pending or approaching, who understand the 1031 exchange framework, and who want a disciplined replacement strategy — not a rushed decision driven by deadline pressure.
- Self-managed rental property owners approaching a sale
- High-net-worth families simplifying real estate holdings
- Family offices seeking institutional-quality passive income exposure
- Investors referred by a qualified intermediary, CPA, or estate planning attorney
What you bring to the session
- Approximate sale price and remaining mortgage balance
- Estimate of your cost basis and depreciation taken
- General income needs from the replacement portfolio
- Timeline: sale date, close date, exchange deadlines
- Any estate planning context relevant to the property
"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
"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. I would strongly recommend Brad and his team to anyone who wants to SWAN."TG Tom Gustafson, Atlas 1031 Exchange
Common questions
What investors ask before booking a session.
No. The Portfolio Design Session is complimentary. Petra is compensated through the offering process if and when an investor moves forward with a DST strategy.
No. The session is designed to work at any stage — whether you are six months from a sale or already under contract. The earlier in the process, the more useful the conversation tends to be.
Most initial portfolio design conversations run 45 to 60 minutes. Follow-up sessions, when a POPP is being reviewed, are typically shorter and focused on specific questions.
Not typically. The first session is focused on understanding your situation. Live offerings are introduced later in the process, after the portfolio framework has been established and suitability has been assessed.
Yes. DST replacement property interests are private placement securities available to accredited investors only. Petra will confirm accreditation status as part of the onboarding process. Generally, an accredited investor has a net worth exceeding $1M excluding primary residence, or annual income above $200,000 ($300,000 combined with spouse).
Absolutely. Petra regularly works alongside qualified intermediaries, CPAs, estate planning attorneys, and financial advisors. Including your existing advisors early in the process tends to improve efficiency and outcomes.
Book your session
No sales theatrics. Just a focused conversation.
Pick a time that works and come ready to talk about your property, your timeline, and what a better outcome looks like. Petra will handle the rest.
DST investments are available to accredited investors only. Offerings and current terms are discussed
privately after a qualification conversation.
Securities offered through Saxony Securities, Inc., member
FINRA /
SIPC.
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