Case Studies
Real families. Real numbers. Real outcomes.
Names changed where requested. Numbers preserved. Stories straight from the work.
Oklahoma · Western Oklahoma farmland
Jackie's Oklahoma Farm: From Low-Yield Lease to Diversified Passive Real Estate
A 64-year-old debt-free Oklahoma farmer turned a $1.2M property into a diversified DST portfolio with non-recourse leverage, potential mailbox money, and fresh depreciation shelter.
Sale
$1.2M
Tax Deferred
Capital gains on $1.2M plus shelter from leveraged DST depreciation
Washington · Dairy farm + livestock + equipment
Jim's Washington Dairy Operation: $4M Deferred via Combined CRUT + DST
Jim sold a $7M dairy farm plus $6M in livestock and equipment using a CRUT for the operating assets and a DST for the real estate. Combined: nearly $4M in taxes deferred and a family foundation funded.
Sale
$13M total ($7M land, $3M herd, $3M equipment)
Tax Deferred
$4M
Utah · Townhome rental (Pinebrook neighborhood, Park City)
Michelle's Park City Townhome: $450K Equity Restructured Into Diversified Passive Real Estate
A 70-year-old retiree with a depleted-depreciation Park City rental swapped recourse debt and management hassle for non-recourse DST exposure with the potential of mailbox money and fresh depreciation shelter.
Sale
$750K
Tax Deferred
Replaced exhausted depreciation, eliminated recourse debt
Nebraska · Hay farm
Phil & Dawn's Nebraska Hay Farm: $1.35M Tax Deferred via DST
Phil and Dawn turned down a $6M seller-financed offer for a $5.7M cash sale, executed a 1031 into multiple DSTs, and ended up with over $1M more in net wealth.
Sale
$5.7M
Tax Deferred
$1.35M
Texas · Cotton farm
Gene's West Texas Cotton Farm: $4M Tax Deferred on a $10M Sale
A 75-year-old West Texas cotton farmer faced declining yields and water issues. A 1031 exchange into a Delaware Statutory Trust deferred $4M in capital gains and depreciation recapture taxes.
Sale
$10M
Tax Deferred
$4M