Considering a 1031 Exchange or Delaware Statutory Trust?
Get Clear Before You Commit Capital
A private 30-minute strategy session for real estate owners, accredited investors, and federal professionals evaluating passive real estate options, tax deferral, and next steps after a sale.
Evaluate whether a Delaware Statutory Trust (DST) fits your goals
Understand your 1031 timeline and key decision points
Walk away with a clear next step, not more uncertainty
Complimentary • 30 minutes • For serious investors onlyA Property Sale Should Create Freedom—Not Pressure
Selling a property or preparing for a 1031 exchange can quickly turn into a rushed decision.
Many investors feel forced to:
Reinvest quickly into another property they don’t really want
Take on more management headaches
Or risk a large, unexpected tax bill
A Delaware Statutory Trust may be worth considering if you want to stay invested in real estate while transitioning into a more passive structure.
This session is designed to help you evaluate that decision carefully before capital is locked in.
From Active Ownership to Passive Income
WHAT YOU’LL GET
01
Alignment
Understand how a Delaware Statutory Trust works, including benefits, limitations, and where it may fit in your overall strategy.
02
Tax & Timeline Review
Review your situation, including sale timing, capital gains exposure, and 1031 decision deadlines.
03
Clear Next Steps
Leave with a defined path forward, whether that means moving forward, adjusting your strategy, or ruling DSTs out.
Who Is This FOR
This Session Is Designed For You If…
You recently sold or are preparing to sell investment real estate
You want to defer taxes through a 1031 exchange
You are tired of managing tenants, maintenance, and operations
You want passive real estate exposure
You are an accredited investor exploring private market opportunities
You want clarity before making a major capital decision
Who Is This NOT For
This Is Probably Not for You If…
You want a quick recommendation without context
You are looking for guaranteed returns
You prefer to actively manage your next property
You are not in a position to evaluate private investments
How It Works
Step 1
Book Your Session
Select a time that fits your schedule.
Step 2
Share Your Goals
Bring your approximate sale proceeds, timeline, and goals.
Step 3
Get Clarity
We’ll identify whether a DST or alternative path makes sense for you.
Why Investors Work With Johnny Lynum
Johnny Lynum is a retired Air Force Lieutenant Colonel, licensed investment adviser representative, real estate investor, and author.
He combines real-world ownership experience with structured financial guidance to help investors make informed decisions around capital transitions, passive income strategies, and long-term wealth planning.
20-year Air Force career (Lt. Colonel)
Real estate investor with 100+ units of experience
Works with accredited investors, military retirees, and business owners
Trusted by Investors Navigating Major Financial Decisions
“Johnny helped me think through my options clearly instead of rushing into another deal. That alone saved me from making a costly mistake.”
— Mike R. | Private CRE Owner, Southeast U.S.“The clarity I got from one conversation was worth far more than the time invested.”
— David M. | Multifamily Investor, VirginiaTestimonials may not be representative of all clients. No guarantee of future results or success. For discussion purposes only.Frequently Asked Questions
Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead and apply.
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No. This is a strategy session focused on clarity and fit.
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No. This is helpful before, during, or after evaluating a sale.
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This session is designed to assess strategy and fit. Any next steps would depend on suitability and further review.
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Real estate owners, accredited investors, military retirees, and professionals evaluating passive real estate strategies.
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Estimated sale proceeds, timeline, and key questions.
Don’t Let a Major Capital Decision Become a Rushed One
Get Clear Before You Commit Capital
If you are navigating a property sale, 1031 exchange, or evaluating a DST strategy, this conversation is designed to help you slow down, think clearly, and move forward with confidence.
30 minutes • Complimentary • Limited availabilityThis content is for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Investment strategies discussed may not be suitable for all investors. Advisory services are offered through a registered investment adviser. Eligibility for certain investments, including Delaware Statutory Trusts, may be limited to accredited investors as defined by applicable regulations.