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Bonaventure outlines multi-pathway plan for advisors using DSTs and 721 UPREITs to shift clients into passive real estate exposure

PUBT·09/15/2026 04:44:34
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Bonaventure outlines multi-pathway plan for advisors using DSTs and 721 UPREITs to shift clients into passive real estate exposure
  • Bonaventure Realty Group outlined a multi-pathway planning approach for advisors managing real estate tax deferral, liquidity, diversification, passive ownership, estate transition.
  • Strategy centers on structuring client exits via DST replacement property, 721 UPREIT contributions into BMIT, direct co-investments.
  • Targets larger, bespoke structuring for transactions above $7 million, positioning advisors to tailor outcomes across tax deferral, control, cash access.
  • Execution plan calls for coordination with CPAs, estate-planning counsel, qualified intermediaries to meet 1031 timelines, replacement requirements, partnership terms.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bonaventure Realty Group LLC published the original content used to generate this news brief on September 14, 2026, and is solely responsible for the information contained therein.