Capital Gains & DST Transaction Requirements

Important Notice:

At this time, we’re unable to accept deals with net proceeds below $1 million.

Options if Your Transaction Doesn’t Meet the Minimum:

• If you have a combined sale that meets or exceeds our minimum requirement, please feel free to reapply and include the total sale amount.

• If your transaction falls below the minimum, we encourage you to keep us in mind for any referrals. If you know someone who may qualify, we’d be happy to help them manage capital gains when exiting highly appreciated assets.

Future Transactions:

• Should you have any future sales that meet our minimum requirements, you’re welcome to submit the details or reach out to us directly. We’ll be more than happy to assist you with your transaction.

Thank you for considering Capital Gains Tax Solutions. Our goal is to provide guidance and solutions that maximize your tax benefits while aligning with your investment objectives.