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Access high-quality 1031 exchange options with 721 UpREIT conversion potential — designed for accredited investors seeking passive income, tax deferral, and long-term liquidity.
Access high-quality 1031 exchange options with 721 UpREIT conversion potential — designed for accredited investors seeking passive income, tax deferral, and long-term liquidity.
Note: You must be an accredited investor to view our current DST/721 menu.
After investing in a DST with a 721 option, you may have the opportunity to contribute your investment into a REIT, receiving ownership shares in the REIT — unlocking:
- Liquidity
- Portfolio Diversification
- Estate Planning Simplification
- Step-Up in Basis for Heirs
You built wealth as the captain of your ship — managing rentals, fixing toilets, dealing with tenants.
NOW IT’S YOUR TURN TO ENJOY THE CRUISE SHIP OF REAL ESTATE OWNERSHIP:
- Liquidity
- Portfolio Diversification
- Estate Planning Simplification
- Step-Up in Basis for Heirs
With a 721 UpREIT, you can sail off the cruise ship onto a bigger vessel: the REIT.
You built wealth as the captain of your ship — managing rentals, fixing toilets, dealing with tenants.
NOW IT’S YOUR TURN TO ENJOY THE CRUISE SHIP OF REAL ESTATE OWNERSHIP:
- Liquidity
- Portfolio Diversification
- Estate Planning Simplification
- Step-Up in Basis for Heirs
With a 721 UpREIT, you can sail off the cruise ship onto a bigger vessel: the REIT.
Dave & Susan owned $5M in apartments and were tired of managing.
They sold, did a 1031 exchange into a DST with a 721 option, and now:
- Collect passive income
- Have future liquidity via REIT shares
- Set up their heirs to inherit with zero tax liability
- Want to see how it worked?
FREQUENTLY ASKED QUESTIONS
It’s the next step. 1031 = into DST. 721 = from DST into REIT.
Yes. REIT shares are more liquid than DSTs. (Subject to sponsor liquidity terms.)
Yes. REIT shares typically receive a step-up in basis, which means your heirs can sell without paying deferred capital gains taxes.
Typically 2–4 years before the 721 conversion, depending on the offering.
The Ultimate Guide to the 721 Exchange
Learn how accredited investors are using DSTs and REITs to defer taxes, simplify their estate plan, and prepare for the future.
Information you provide when registering will be shared with the account owner and host and can be used and shared by them in accordance with their Terms and Privacy Policy.
Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor.
The information contained herein is not an offer to sell or a solicitation of an offer to buy any securities and is for training and educational purposes only. Such an offer or solicitation can be made only through the Confidential Private Placement Memorandum relating to the offering, which is always controlling and supersedes the information contained herein in its entirety.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA).
Fortitude Investment Group, LLC is independent of CIS, CAM and CIA.
IRC Section 721 is a complex tax concept; therefore, you should consult your legal or tax professional regarding the specifics of your individual situation.
Accredited investors are typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years and reasonably expects the same for the current year or investment professionals in good standing holding active Series 7, Series 82, or Series 65. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.