Active vs Passive Investor Pathway

Discover whether active property ownership or passive alternatives like DSTs are right for your 1031 exchange

Answer 10 questions to discover whether active property ownership or passive alternatives like DSTs are right for your 1031 exchange.

1. How much time do you currently spend managing your investment properties each month?*

Include time spent on tenant communications, maintenance coordination, financial review, and strategic planning.

2. Going forward, how involved do you want to be in managing your 1031 exchange investments?*

3. What is your preference for property location?*

4. What is your experience level with investment real estate?*

5. What is your primary investment objective?*

6. How would you describe your risk tolerance for investment real estate?*

Consider both market risk (property values) and operational risk (vacancy, repairs, tenant issues).

7. How important is estate planning simplicity in your investment strategy?*

Think about ease of transfer to heirs and ongoing management requirements for beneficiaries.

8. Which statement best describes your current situation?*

9. How important is direct control over property decisions to you?*

10. How do you feel about property management tasks?*

Select the option that best describes your overall sentiment toward active management responsibilities.

Please answer all 10 questions to see your results

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