Did You Know?

You can convert from active landlord to passive investor
AND cash out tax-free equity β€” all while deferring capital gains

πŸ’°

Tax-Free Cash Today

Refinance now, access your equity without selling

πŸ–οΈ

No More Management

Say goodbye to tenant calls and property headaches

πŸ“Š

Keep Tax Deferral

1031 into a DST and maintain your tax benefits

The Katalyst 4-Step Strategy

1

Assess Current Value

Determine your property's current market value and existing equity position to understand what you're working with.

2

Refinance

Pull out equity tax-free at favorable rates. Up to 60% CLTV is common maximum. This cash is available immediately for any business purpose.

3

Wait 6-12 Months, Then Sell

Create clean separation between your refinance and eventual property sale to satisfy IRS requirements. Use this time to plan your transition, then list and sell your property.

4

1031 Into DST

With the profits from your sale of the property, complete your planned 1031 exchange into the DST. The DST maintains your 1031 tax-deferral benefits, and provides the opportunity for passive monthly income without management responsibilities.

What is a Delaware Statutory Trust (DST)?

A DST is a fractional ownership structure that qualifies for 1031 exchange treatment. Instead of buying an entire property, you own a beneficial interest in institutional-grade real estate managed by professionals.

βœ… Benefits of DST Ownership:

  • β€’ No property management responsibilities
  • β€’ Professional asset management
  • β€’ Monthly passive income distributions
  • β€’ Diversification across multiple properties
  • β€’ Lower minimum investment ($100K+)

πŸ”„ Still Qualifies as Like-Kind:

  • β€’ IRS approved for 1031 exchanges
  • β€’ Defers capital gains taxes
  • β€’ Can exchange from any investment property
  • β€’ Multiple DSTs available for diversification

Calculate Your Strategy

See how much cash you can access today while planning your transition to passive ownership

Your Property Details

$
$
%
$
10% 80%

Note: 60% is the typical program maximum, but higher amounts can be arranged depending on property type and borrower qualifications.

0% 15%

Adjust based on your situation (realtor fees, closing costs, etc.)

Powered By

ETHOS Lending

Enter your property details to see your results

Life as an Active Landlord

  • ❌ Midnight emergency calls from tenants
  • ❌ Coordinating repairs and maintenance
  • ❌ Dealing with vacancy and tenant turnover
  • ❌ Equity trapped in single property
  • ❌ Feeling stuck in 1031 cycle forever

Life with DST Investment

  • βœ… Professional management handles everything
  • βœ… Monthly distributions to your account
  • βœ… Can be diversified across multiple properties
  • βœ… Already cashed out equity tax-free
  • βœ… Taxes still deferred through 1031
Katalyst Strategy Visualization

Ready to Make the Transition?

This strategy requires careful timing and planning. Let The Katalyst Team guide you through every step.

Send Me My Report

Enter your details and we'll send you a detailed breakdown of your DST conversion strategy.