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Case Studies

Real investor success stories and examples

Hotelier 721 UPREIT Strategy

Solving leftover equity with future liquidity access

• $350K leftover equity challenge

• Hybrid DST + 721 UPREIT solution

• Future $100K liquidity access

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Portfolio Diversification

From single property to diversified DST portfolio

• $2.7M land asset exchange

• Diversified across 20+ properties

• Deferred $500K+ in taxes

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