I OWN MULTIPLE PROPERTIES
More Properties.
More Decisions.
More at Stake.
Most people don't plan to manage a portfolio. You inherited it, couldn't sell it, or held on a little too long — and now you're wondering if you're making the most of what you have. You probably are. But you might not know it yet.
YOU'RE IN THE RIGHT PLACE IF...
You Didn't Sign Up for This,
but Here You Are
→ You own a property you're not sure what to do with, and the decision keeps getting pushed back
→ You inherited a home and held on, and now you're wondering if that was the right call
→ You're tired of the calls, the repairs, and the tenants, but you don't know what it costs to get out
→ You own a vacation rental that's more work than it's worth
→ You've heard of a 1031 Exchange or DST but no one's ever explained them in plain English
→ You've been putting off a decision because you don't know what it'll cost you in taxes
→ You just want someone to lay out your options, with no pressure and no sales pitch
WHAT MOST PEOPLE DON'T SAY OUT LOUD
"I Don't Know if I'm Doing the Right Thing with It"
Holding a property that isn't working for you — one that drains time, money, or mental energy — isn't a neutral decision. Every year you hold it, you're either building toward something or drifting away from it.
Most multi-property owners we talk to aren't stuck because they lack options. They're stuck because they don't know which option fits their situation — and no one has ever walked them through the math, the tax picture, and the long-term plan at the same time.
THE QUESTIONS WORTH ASKING NOW
Before You Decide Anything, You Need Answers to These
1.
What is this property actually worth to you — not just the market value, but net after tax, after costs, after depreciation recapture?
2.
What would the tax bill look like if you sold today? Most people are surprised. A 1031 or DST can change that number significantly.
3.
What do you actually want this property to do for you — provide income, build equity, fund retirement, or pass wealth to your family?
You don't need to know the answers yet. That's what the conversation is for. But the families who get the best outcomes are the ones who ask these questions before they sign anything.
WHERE DO YOU WANT TO GO FROM HERE?
There Are More
Options Than You Think
Depending on your goals — and your situation — there are several clear paths forward. Here's where most of our clients land:
You want to sell — and keep more of what you made
1031 Exchange
Swap your property for a new one — tax-deferred. Instead of writing a check to the IRS, you roll your equity forward into the next investment.
You want income — without the headaches
DST & Passive Income
A Delaware Statutory Trust lets you own a share of institutional-grade real estate without managing anything. Monthly income. No tenants. No toilets.
You want this to mean something for your family
Family Legacy Planning
Real estate can be one of the most powerful assets to pass on — if it's structured right. We help you think through what happens to it when you're not here to manage it.
You just need a clear picture first
A Free Planning Session
Not ready to commit to a path yet? That's exactly when to call. We'll walk through what you own, what it's worth, and what your real options are.
YOUR SPECIALISTS
Andy & Jodi Fisher
Certified Real Estate Planners · Austin, TX
We've worked with accidental landlords, intentional investors, and everyone in between. What surprises most people when they come to us: the number of options they have that they didn't know existed.
The ones who wait — who hold a property for five more years without a plan — often end up with fewer choices and a bigger tax bill. The ones who have the conversation early almost always find a better path.
"We didn't know what a 1031 was when we came in. By the end of the meeting, we had a plan that saved us over $80,000 in taxes."
— Austin client, multi-family property owner
NO PRESSURE. NO SALES PITCH.
Tell Us About Your Situation
A 20-minute call is enough to tell you whether a 1031, a DST, or a different path makes sense for what you own.
No pressure. No sales pitch. Just a clear conversation.
FREQUENTLY ASKED QUESTIONS