Equity Recycling allows real estate owners to unlock trapped equity without selling, paying taxes, or giving up their best assets. By using tools like DSTs, 1031 exchanges, and 721 UPREIT structures, investors can convert actively managed properties into passive income, diversification, and long-term permanent capital—all while keeping their wealth compounding.

Traditional real estate models rely on selling assets to generate returns—but this interrupts compounding and triggers taxes. REIT platforms offer a better path by creating Permanent Capital: long-term asset retention, tax-efficient 721 exchanges, diversified income, and stable growth. Learn how REIT structures transform real estate into an enduring wealth strategy.

Many long-time property owners feel trapped by the responsibilities of active management, even as their equity grows. A 1031 exchange into a Delaware Statutory Trust (DST) offers a clean pathway to unlock that equity, defer taxes, and convert real estate into truly passive income. DSTs provide professional management, diversification, and estate-planning simplicity—all without the day-to-day landlord stress. If you're ready to transition from hands-on to hands-off ownership, a DST may be the ideal next step.

Real estate can secure your family’s future—or create unnecessary conflict if not planned properly. Learn how 1031 exchanges, DSTs, and simplified ownership structures help families preserve wealth, avoid disputes, and build a legacy that lasts for generations.

Family offices are moving toward Permanent Capital platforms for greater stability, predictable income, liquidity, and simplified reporting. These structures align with long-term goals like generational wealth planning, tax efficiency, and reduced operational complexity—making Permanent Capital an increasingly preferred strategy for modern families.

Traditional metrics like IRR and Equity Multiple focus on quick exits—not long-term wealth. Permanent Capital shifts the focus toward Yield on Cost, NAV Growth, and Cash Flow Per Unit, offering a clearer picture of compounding success and sustainable portfolio growth.

DSTs and TICs both qualify for 1031 exchanges, but DSTs offer easier financing, passive ownership, scalability, and stronger estate planning benefits. For investors seeking simplicity and tax-efficient passive income, DSTs have become the preferred choice.

Deal-by-deal fundraising consumes time, emotional energy, and valuable opportunities—often at the expense of portfolio growth. Medalist’s Permanent Capital model eliminates the repetitive fundraising cycle, giving investors the flexibility to act quickly, reduce stress, and focus on long-term strategy. Discover how Permanent Capital creates a more efficient, scalable path forward.

A successful 1031 exchange requires strict IRS compliance—meeting the 45-day and 180-day deadlines, reinvesting all proceeds, working with a Qualified Intermediary, and selecting investment-grade replacement property. DSTs make this process easier by offering pre-approved, passive, turn-key real estate options that simplify identification, streamline closing, and help investors secure full tax deferral.

Businesses that rely on individual effort eventually hit a ceiling. Institutional infrastructure—governance frameworks, technology systems, scalable processes, and permanent capital—creates the foundation for sustainable, long-term growth. Companies that build these systems early can scale efficiently, reduce risk, and move confidently into their next stage of expansion.

A Delaware Statutory Trust (DST) is a structured, IRS-approved investment vehicle that lets multiple investors co-own institutional-quality real estate while deferring capital gains taxes through a 1031 exchange. DSTs offer passive income, professional management, and simplified estate planning—an ideal solution for investors seeking stability and long-term wealth preservation.

DSTs give 1031 exchange investors a powerful way to defer taxes, eliminate management burdens, and gain predictable passive income. Medalist enhances these benefits through high-quality, single-tenant net-lease assets selected for stability and long-term performance. For investors seeking simplicity, security, and tax-efficient wealth preservation, DSTs offer a strategic solution.

Elite real estate investors no longer need to sell their best properties to fund new opportunities. Through Medalist’s Permanent Capital platform and 721 UPREIT structure, owners can retain top-performing assets, defer taxes, and unlock capital for expansion—all while gaining diversification and passive income. This model transforms real estate wealth from transactional to compounding.

Deal-by-deal real estate creates stress, tax drag, and lost compounding, but Medalist’s Permanent Capital platform offers a smarter alternative. By starting with a passive-income DST and optionally converting into a diversified REIT through a 721 UPREIT, investors gain stability, tax efficiency, and long-term growth. Instead of selling top-performing assets, families can now keep their wealth compounding for generations.

Most real estate owners are trapped in a buy–sell–replace cycle that erodes wealth and forces difficult tax decisions. Permanent Capital offers a smarter path, one that preserves gains, holds winning assets longer, and creates durable income. With Medalist’s DST-to-UPREIT structure, investors can start with passive DST income and later transition into a diversified Permanent Capital REIT without triggering taxes. This transformed model turns real estate from a series of transactions into a long-term wealth strategy.