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Investment Property

Turn Investment Property Into Income, Legacy, and Peace of Mind

Strategies for Transitioning Out of Active Property Management and Into Long-Term Value

Managing investment real estate takes time, energy, and effort—and at a certain point, many property owners ask the same question: Is this still worth it? Whether you’re ready to stop dealing with tenants, reduce your tax burden, or pass assets on to the next generation, Grigg Financial offers specialized planning for real estate investors looking to transition their properties into more passive, efficient, and legacy-focused strategies.

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What We Help You Do

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1031 Exchange into Delaware Statutory Trusts (DSTs)

A DST allows you to sell an investment property and reinvest the proceeds into institutionally managed real estate, while deferring capital gains taxes. It’s an effective way to preserve your equity, maintain income, and reduce landlord responsibilities. DSTs offer:

  • 1031 exchange eligibility
  • Passive income with no hands-on involvement
  • Diversification across properties and sectors
  • Access to high-quality, professionally managed assets


We’ll walk you through whether a DST fits your goals and what it would look like in your plan.

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Transition Out of Active Management

We work with real estate investors who are ready to let go of the day-to-day work and move toward professionally managed, income-generating real estate. We help you:

  • Exit hands-on property management
  • Replace active income with comparable passive income
  • Retain benefits like depreciation and cash flow
  • Explore tax-deferred strategies using a 1031 exchange
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Plan for the Next Generation

Many clients want to pass real estate down to family members—but without the complications of managing the property or incurring unnecessary taxes. We help you:

  • Develop a transition plan for heirs
  • Strategize around step-up in basis and tax implications
  • Shift assets into structures that support both income and legacy
  • Coordinate with estate planning professionals when needed
  • Strategies to unlock liquidity from real estate assets



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Got Questions? We Have Answers.

  • What is a Delaware Statutory Trust (DST)?

    A DST is a legal structure that allows investors to own a fractional interest in professionally managed real estate. It’s commonly used as a 1031 exchange vehicle for those looking to defer capital gains taxes after selling investment property. DSTs provide passive income and eliminate the need for hands-on property management.

  • Can I still earn income if I stop actively managing my property?

    Yes. One of our main goals is to help you replace your current rental income with comparable passive income, often through a DST. You maintain a consistent income stream while freeing yourself from the day-to-day responsibilities of being a landlord.

  • What’s the benefit of using a 1031 exchange into a DST?

    A 1031 exchange allows you to defer capital gains and depreciation recapture taxes when you sell investment property and reinvest into like-kind property—such as a DST. With a DST, you avoid managing another physical property and instead invest in institutional-quality real estate that’s professionally managed.

  • Is a DST a good fit for me?

    A DST can be a strong fit if:


    • You’re tired of managing tenants, maintenance, and turnover
    • You want to defer capital gains taxes
    • You want steady income without daily involvement
    • You’re preparing to transition assets to family members

    We’ll help you evaluate if it aligns with your specific needs and financial plan.

    Schedule a Complimentary Consultation
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