We help farmers, ranchers, and real estate investors who are navigating a 1031 exchange and want to address taxes, simplify management, and create passive income.
The Heart of a Farmer. The Mind of a Financial and Tax Professional.
Whether you’re stepping back from property management, navigating a complex sale, or planning your legacy, Rod helps you make confident, tax-smart decisions. With deep tax expertise and years of experience guiding 1031 exchanges into DSTs, he cares for the people behind the portfolios.
We start by identifying the problem because the right strategy starts here.
A 1031 exchange doesn’t just defer taxes. It can reshape how you earn, how you manage, and what you pass on.
A Delaware Statutory Trust (DST) is a legally recognized trust established for the purpose of holding real estate. For accredited investors completing a 1031 exchange, it offers a way to exchange proceeds into institutional-grade properties without taking on the role of landlord.
Unlike buying a replacement property on your own, a DST allows you to own a fractional interest in larger assets such as multifamily apartment complexes, self-storage facilities, industrial warehouses, medical facilities, student housing, or energy-related real estate.
The sponsor acquires the property, arranges the financing, and handles all management. You hold a passive interest. When the property sells, you will be back in a position of 1031, where you could remove cash, purchase another property, or DST.
Grounded financial advice for the ag community and real estate investors. We help the ag community and real estate investors navigate unique tax efficiencies, land use, and succession planning so your legacy stays strong for generations.
Built for ownership with a difference. The DST provides institutional-grade investments, giving you passive income, participation in appreciation, and depreciation for tax returns.
Quality matters. Tenants, location, and lease terms are all considerations.
Can receive your prior debt. A DST can be used to take on the debt you held in a prior property and satisfy IRS rules.
Protecting Heirs. Easier to divide among heirs than physical property.
Depreciation: A taxpayer’s friend. Some DST projects provide or allow for cost segregation studies, giving enhanced early depreciation.
DST investments are available only to accredited investors. They are illiquid by nature and involve risks, including the potential loss of principal. This is not an offer to sell securities.
We bring experience, clarity, and a practical approach to complex real estate decisions.
Helpful insights to make smart financial decisions, whether you’re filing taxes or planning your next move.
Important Note This case study is fictional and intended for educational purposes only. Tax treatment under Internal Revenue Code (IRC)
Susan and Robert Jackson, a married couple in their early 70s, had spent decades building a successful real estate portfolio
Richard, 58, and Barbara, 57, Matthews are real estate investors, owning a portfolio of three commercial properties, including a retail
