top of page

1031 Exchange

Defer capital gains taxes and reinvest into curated, income-producing real estate, with more control, flexibility, and upside than Delaware Statutory Trusts

01

Defer capital gains taxes

Avoid paying capital gains and depreciation recapture at sale—keep that equity working for you.

02

Preserve your equity

Roll 100% of proceeds into replacement assets rather than surrendering 20–30% to the IRS.

03

Increase cash flow

Exchange into stronger, income-producing assets that outperform your existing position.

04

Scale and reposition

Move into larger, better-performing assets and optimize your portfolio strategy over time.

What is a 1031 exchange?

A 1031 exchange allows real estate investors to sell an investment property and defer capital gains taxes by reinvesting proceeds into qualifying replacement real estate. Instead of losing equity to taxes, you compound capital, scale portfolios, and reposition into stronger assets.

DST vs The Peak Group

See what you give up with a DST, and what you keep with us.

FEATURE

DST

THE PEAK GROUP

Ownership control

None

Full or partial

Deal selection

Pre-packaged

Curated and strategic

Exit flexibility

Fixed by sponsor

Investor-aligned

Upside potential

Capped and conservative

Optimized for growth

Transparency

Sponsor-controlled

Full visibility

Passive option available

Yes, with locked returns

Yes, without capped returns

Value-add potential

Not possible

Available when strategic

Incentive alignment

Tied to capital placement

Tied to asset performance

Rockport Duplexes investment property rendering in Rockport, Indiana

911-915 Court Street, Rockport, IN 47635

Rockport, IN

Duplexes | C/O

 

Purchase Price: $454,900

Gross Rent: $3,250

Cap Rate: 6.9%
COC: 8.1%

Oglethorpe Landing single-family homes in Savannah, Georgia

Oglethorpe Landing

Savannah, GA

7 Single - Family Homes | C/O

 

Purchase Price: $275K 

Gross Rent: $2,200
Cap Rate: 6.3%
COC: 4%

Class A townhomes investment community in Nashville, Tennessee

3611 Simba Ln, Murfreesboro, TN 37127

Nashville, TN
Joint-Venture

80 Townhome Units | C/O

 

Purchase Price: $457,769K

Gross Rent: $3,000
Cap Rate: 5.2%
COC: 1.3%

Pleasant Grove single-family rental home in Birmingham, Alabama

247 4th Ave, Pleasant Grove, AL 35127

Birmingham, AL

2 Single - Family Homes | C/O
 

Purchase Price: $265K 

Gross Rent: $1,800
Cap Rate: 6.6%
COC: 4.1%

East Powell Opportunity Zone duplex homes in Fort Worth, Texas

1728 E Powell Ave, Fort Worth, TX 76104

Fort Worth, TX

10 Duplexes | 3 C/O Left
 

Purchase Price: $405K

Gross Rent: $3,200 
Cap Rate: 6.2%
COC: 6%

01

Curated, income-producing assets

We focus exclusively on fundamentally strong real estate with real upside potential, not fixed, pre-packaged structures that limit your return.

02

Passive when you want it

Professional management is available, but you retain economic alignment and transparency. Choose your level of involvement, without forfeiting control or upside.

03

Flexible 1031 strategy

Scale into larger assets, reposition for better performance, or diversify across property types and markets. Your strategy evolves as your goals do.

04

Aligned incentives

Our success is tied directly to asset performance, not the number of placements we make. That alignment changes how we source, select, and manage investments.

How we approach 1031 investing

We're not a placement service. We're an investment partner, which means our incentives are aligned with yours from day one.

The clock starts at closing

Once your property sells, the IRS clock starts ticking. Your exchange window is fixed, your strategy doesn't have to be.
Day 0

Sale closes

Exchange period begins

Delays and default decisions permanently reduce returns. Investors who wait until the 45-day deadline is looming often end up in a DST simply because it's the easiest option available under pressure. Starting your replacement strategy early gives you access to better deals, better structures, and better outcomes.

Day 45

Identification deadline

Replacement properties must be identified

Day 180

Exchange must close

All proceeds reinvested or taxes triggered

bottom of page