I.
Landlords Ready to Exit
You've managed rental property for years and are ready to stop — but you're not sure how to exit without triggering a large tax bill.
Schedule a Strategy Call
A 30-minute conversation before you sign anything.
Once a real estate sale closes without a plan in place, options narrow considerably. A conversation before you list — or before you accept an offer — costs nothing and may change how you approach the transaction.
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Complimentary — no cost
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No obligation to proceed with anything
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We start with your situation — not a product recommendation
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30 minutes · phone or video
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Registered Investment Adviser · fiduciary standard
Commonly works with
Helping investors evaluate major real estate transition decisions before they become time-sensitive.
Book a time that works for you
1031 Strategy Call — 30 minutes · Complimentary
Note
Timing Matters
If your property is already listed, under contract, or approaching a sale, scheduling a conversation sooner may preserve more planning flexibility. Once a transaction closes, some options may no longer be available.
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Why Investors Call Before They Sell
The earlier a conversation happens, the more options remain available.
Understanding Tax Exposure
Many investors underestimate the combined impact of capital gains taxes, depreciation recapture, and state taxes until they begin evaluating a sale. A conversation early in the process helps frame the actual numbers before decisions are made.
Evaluating 1031 Exchange Eligibility
Certain deadlines and requirements must be satisfied before and after closing. A qualified intermediary must be engaged before the sale closes. Early planning may provide more flexibility to meet these requirements.
Exploring Passive Ownership Options
Some investors want to remain invested in real estate while reducing management responsibilities. Understanding available structures before a sale can help frame the decision and identify whether alternatives such as DSTs may be appropriate.
Coordinating with Existing Advisers
The earlier planning begins, the easier it can be to coordinate with CPAs, attorneys, family members, and other professionals involved in the process — particularly for farm transitions, estate planning, or business exits involving real property.
What to Expect
How the call typically goes
We keep it simple. You share your situation, we listen, then explain what may be relevant. No slides, no pitch deck.
1
We ask about your property
Property type, approximate value, how long you've owned it, your timeline, and what you're trying to accomplish. No formal documents needed.
2
We explain what may be relevant
Based on what you share, we outline which strategies may apply — 1031 exchange, DST, installment sale, or selling outright — and what the general tradeoffs are for your situation.
3
We answer your questions
Bring whatever is on your mind. Most investors have questions they haven't been able to get a straight answer to — we'll do our best to be direct.
4
We agree on a next step — or we don't
If it makes sense to work together, we'll outline what that looks like. If it doesn't — including if another path is more appropriate — we'll say so clearly.
Call Details
Logistics
Duration
30 minutes. We'll stay longer if the conversation warrants it.
Format
Phone or video call — your preference.
Who Should Be on the Call
You — and a spouse or partner if you're making this decision together. Your CPA and attorney will be involved later if you proceed. You don't need them on the first call.
What to Have Ready
A rough sense of your property's current value and what you paid for it. Everything else we can work through together.
Who This Is For
Investors thinking about a major real estate transition
You don't need to be ready to sell tomorrow. If a sale is somewhere on your horizon — this year, next year, or in the next few — this is a useful conversation to have early.
II.
Farm & Land Owners
You're considering a transition of agricultural land — whether a sale, a generational transfer, or a shift toward passive income.
III.
Multifamily & Apartment Owners
You're holding a concentrated position and weighing your options before listing.
IV.
Business Owners Selling Real Estate
Your business sale includes real property. The transaction structure can significantly affect the tax outcome on the real estate component.
V.
Investors with Appreciated Holdings
You own investment property with significant embedded gains and are evaluating how to reposition without triggering an immediate tax event.
VI.
Advisers & CPAs with Clients
If you work with clients facing these situations, we're happy to have a peer conversation about how a 1031 exchange or DST may or may not fit their circumstances.
On the Agenda
What we typically cover
Every call is different because every investor's situation is different. But here is what most conversations cover.
- 1. Your property — type, approximate value, holding period, and cost basis if you know it
- 2. Your timeline — are you actively listing, exploring, or planning ahead?
- 3. Your goals — income, simplified holdings, estate planning, or something else
- 4. A rough picture of your potential tax exposure — capital gains, depreciation recapture, state tax
- 5. Which strategies may be worth exploring — and which may not apply to your situation
- 6. Your questions — whatever you've been wondering about
- 7. A clear next step — or an honest answer if this isn't the right fit
What This Call Is Not
What we won't do
Investors who've spoken with other advisers sometimes expect a different kind of conversation.
Not on the agenda
- A pitch for a specific DST offering or investment product
- A hard close or any pressure to commit
- A promise of specific tax outcomes or investment returns
- A recommendation before we understand your full situation
- A substitute for your CPA or attorney — we work alongside them
"Decision-first. Product-second."
We don't know what we'll recommend until we understand what you're working with. That understanding starts on this call.
Prefer Not to Schedule Yet?
Send us a message instead
If you are still gathering information or would rather start with a message, send us a note and we will respond within one business day.
This form is a secondary option for investors who prefer not to schedule directly. If you have a time-sensitive situation — your property is already listed or under contract — scheduling via Calendly above will reach us faster.
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We read every message personally. You won't be routed to an automated sequence before speaking with an adviser.
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If your situation is time-sensitive, note that in the message so we can respond promptly.
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Everything you share is treated as confidential.
Request a strategy call
We'll follow up within one business day to confirm a time.
Common Questions
Questions about the call
Planning before a sale may provide more flexibility than planning after a transaction is already underway. Investors often use this time to evaluate tax implications, exchange eligibility, estate planning considerations, liquidity needs, and alternative ownership structures before making irreversible decisions. Once a sale closes without a plan in place, some options — including a 1031 exchange — are no longer available.
Yes. Many investors schedule a conversation months or even years before a potential sale. Early planning often provides more time to evaluate alternatives and coordinate with professional advisers. You don't need to have a firm decision or a timeline in place to have a useful conversation.
No. The initial strategy call is complimentary and carries no obligation. The goal is to help you understand your options before making any decisions.
No formal preparation is required. A rough sense of your property's current value and what you originally paid for it is helpful. We will guide the rest of the conversation. Your CPA and legal counsel will be involved later in the process if you decide to move forward — you don't need them on the initial call.
It depends on where you are in the transaction. If you have not yet closed, a 1031 exchange may still be possible — but the qualified intermediary must be engaged before closing, and the 45-day identification window begins the day you close. The sooner you contact us, the more options remain available. If you have already closed without an exchange in place, a 1031 exchange is no longer an option for that transaction, but other strategies may be worth discussing.
Yes. Insight Investment Advisers is a Registered Investment Adviser held to a fiduciary standard — legally required to act in your best interest, not in the interest of any product sponsor or our own compensation. Not all advisers who offer 1031 exchange services or DSTs operate under this standard. When significant, often irreversible financial decisions are involved, it's a distinction worth asking about.
Educational Information Only
The strategy call is intended for educational and planning purposes. No investment, tax, or legal recommendation can be made without a complete review of an investor's individual circumstances. Investors should consult their CPA, attorney, and other professional advisers before implementing any strategy. Insight Investment Advisers is a Registered Investment Adviser. This page does not constitute an offer to sell or solicitation to buy any security.
Registered Investment Adviser
Fiduciary standard. Legally required to put your interests first — not the interests of any product or sponsor.
Decision-First. Product-Second.
We evaluate your situation before discussing any solution. If the right answer is to sell outright and pay the tax, we'll say so.
No Cost. No Obligation.
The initial strategy call is complimentary. You leave with more clarity about your options — whatever you decide to do next.
