How Elite Operators Multiply Wealth Without Selling Winners
For decades, successful real estate owners and operators have faced the same frustrating question: “How do you keep your best properties while still accessing capital to grow?”
Traditionally, the answer has been to sell, often the very assets that generate the highest income and appreciation. It’s financially painful and emotionally draining, especially when those properties represent years of work, stewardship, and vision.
Medalist offers a smarter, more elegant solution, one that lets investors retain their top-performing assets, defer taxes, access growth capital, and reposition their portfolios without liquidation.
This wealth-building approach is grounded in the Medalist REIT’s Permanent Capital platform and its 721 UPREIT structure.
Below is how the model works, and why sophisticated owners are now using it to multiply wealth without selling their winners.
The Medalist Model: Keep What Works, Unlock What’s Next
At its core, the Medalist platform provides a tax-efficient way for real estate owners to contribute property into the Medalist Operating Partnership in exchange for OP Units, maintaining ownership economics while gaining diversification, income stability, and long-term liquidity.
This structure transforms a traditionally difficult choice, sell or stay, into a win-win path for preservation and expansion.
1. Retain Your Best Properties While Expanding Your Portfolio
Instead of selling high-performing assets to free up capital, medalist investors can:
Contribute properties into the Medalist Operating Partnership
Receive OP Units of equal value
Maintain economic exposure to their contributed property
Gain diversification across the entire REIT portfolio
Grow long-term equity as the REIT scales
This approach ensures your best-performing investments continue working for you, not sold to someone else.
It is the opposite of the traditional “sell to grow” model.
It’s keep to grow.
2. Defer Taxes and Protect Your Wealth From Erosion
One of the most powerful features of the Medalist UPREIT model is its ability to defer taxes that would normally be triggered by a sale.
With a 721 UPREIT:
Capital gains taxes are deferred
Depreciation recapture is deferred
Liquidity is accessed without an immediate tax event
Wealth stays intact and continues compounding
Instead of losing 30–40% of equity to taxes, investors can put that capital back to work, multiplying net worth instead of resetting it.
This tax efficiency is especially valuable for:
Family offices
Long-term property owners
Estate planning strategies
Owners approaching retirement
Investors wanting predictable passive income
Preservation becomes the foundation for expansion.
3. Access Growth Capital Without Selling or Starting Over
Real estate investors often face a bottleneck: their equity is trapped in high-performing assets.
The Medalist model solves that.
After contributing property into the OP, investors can, subject to timing and structuring, unlock liquidity options tied to their OP Units, enabling them to:
Fund new acquisitions
Modernize or reposition existing portfolios
Invest in income-producing DSTs
Diversify into new markets and asset classes
All without selling prized assets or restarting their investment lifecycle.
This eliminates the exhausting “feast or famine” cycle of traditional real estate ownership and financing.
4. Optimize Your Portfolio With Professional Management and Strategic Flexibility
While top-performing assets can be contributed into the Medalist platform, underperforming or management-intensive assets can be:
Sold with tax planning support
Exchanged into DSTs for passive income
Contributed into the OP in future phases
Reallocated into higher-growth opportunities
This creates a streamlined, strategic portfolio where:
Winners are held long-term
Underperformers are replaced
Income increases
Risk decreases
Overall wealth compounds
Medalist becomes a financial and operational partner, ensuring your real estate works harder for you while you work less on the real estate.
Case Study 1: Expanding Without Selling Core Assets
A real estate operator owns $150M in property, including two strong office assets worth $50M.
Instead of selling those assets to fund a new project, they:
Contribute them into the Medalist Operating Partnership
Receive $50M in OP Units
Defer all capital gains and depreciation recapture
Access liquidity to fund a new $75M multifamily development
The operator keeps their winners, grows their income streams, and expands without disruption.
Case Study 2: A Family Office Modernizes Its Legacy Portfolio
A family managing a decades-old real estate portfolio faces two challenges: aging assets and the need for liquidity.
Through Medalist’s platform, they:
Contribute their best properties into the OP
Sell or exchange underperforming buildings into DSTs
Access liquidity without triggering taxes
Redeploy capital into higher-growth industrial assets
Today, their portfolio is diversified, passive, professionally managed, and the family enjoys reliable income without operational burden.
The Medalist Advantage: In One Clear Summary
✓ Keep your best properties
Never sell winners to chase new deals again.
✓ Defer taxes, potentially for life
A 721 UPREIT protects your equity and maximizes reinvestment power.
✓ Access capital for growth
Fuel your next phase without liquidating your legacy.
✓ Move from active to passive income
Gain professional management and predictable monthly cash flow.
✓ Simplify your estate and enhance generational wealth
OP Units and DST interests create a clean, scalable, tax-efficient inheritance structure.
Final Thoughts: Build Wealth Without the Pain of Selling What You Love
For elite operators, long-term investors, and family stewards, the Medalist Permanent Capital platform offers a rare combination:
continuity, growth, liquidity, and tax efficiency, without sacrificing the properties that define your success.
Imagine a world where:
You keep your winners
Your wealth compounds tax-efficiently
Your heirs inherit something simple, stable, and income-producing
Your next investment isn’t limited by your last sale
That world is real.
It’s the Medalist model.
Are you ready to multiply wealth without losing what matters most?
Your next chapter begins with Medalist.
