Don't Let Taxes Dictate Your Exit.
Bonaventure provides tax-efficient real estate investment solutions for property owners, accredited investors, and advisors seeking to preserve equity, generate passive income, and build long-term wealth through 1031 Exchanges, DSTs, and 721 Exchanges.
- ✓ Defer capital gains and preserve your equity
- ✓ Generate passive income without active management obligations
- ✓ Exchange appreciated property or contribute into a Fund
- ✓ One platform spanning 1031, DST, and 721 structures
Tax-Deferred Wealth Building
Starts with Knowing Your Paths.
Selling a property is just one of many entry points. Whether you are exchanging appreciated real estate or contributing property into a Fund, Bonaventure has a structure designed for your situation.
A 1031 Exchange allows you to sell an appreciated investment property and defer capital gains by reinvesting into like-kind real estate. It can be used to upgrade assets, diversify holdings, or simplify ownership.
- 45 days to identify replacement property after closing
- 180 days to close on identified property
- Must reinvest all net equity and replace equal or greater debt
- Best for owners who want to stay in real estate
A DST allows investors to co-own institutional-quality real estate assets. It qualifies as 1031 like-kind replacement property and can also be used as a direct investment without an exchange.
- Qualifies for 1031 like-kind replacement
- No day-to-day management, improvements, or operational responsibility
- Available to accredited investors as a direct investment
- Suitable for investors who want income without managing property
A 721 Exchange lets you contribute DST interests or qualifying real estate into a REIT Operating Partnership in exchange for OP Units, deferring capital gains at contribution.
- Contribute property directly to a Fund operating partnership
- Receive OP Units representing fractional interest in the portfolio
- Supports estate planning with potential step-up in basis at death
- Best for owners seeking long-term diversification and passive income
Multiple Entry Points.
One integrated platform.
Whether you are approaching a sale, mid-exchange, or advising an investor, Bonaventure has a structure designed for your situation. Rather than forcing a single structure, Bonaventure evaluates every path and helps owners, investors, and advisors select the one that best fits their situation, goals, and timeline.
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1031 Exchanges using DST or custom replacement solutions for $5M+ transitions
Complete 1031 pathways on a tax-deferred basis using passive, management-free DSTs. Replacement property identified and closed on a clear timeline.
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Delaware Statutory Trusts for passive 1031 replacement
Institutional-grade multifamily assets made accessible to accredited investors seeking passive, management-free 1031 replacement property.
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721 Exchanges through a UPREIT Structure
Contribute qualifying real estate directly into a REIT operating partnership for diversified, long-term passive ownership and potential estate planning benefits.
Different Goals. Different Paths. One Platform.
A more strategic way to exit active ownership, for anyone who has built equity and wants to keep it working without managing it directly.
"I've built equity in real estate. I want to keep it working without the headaches."
Selling appreciated property, approaching a 1031 deadline, tired of active management, or simply looking to diversify without triggering a large tax bill. The trigger varies. The goal is the same: preserve equity, reduce burden, stay invested.
BEST PATH: 1031 EXCHANGE, DST, OR 721 UPREIT
- Defer capital gains obligations immediately
- Eliminate all landlord obligations immediately
- Continue diversifying investments, immediately
- Custom strategies for $5M+ equity
- Best for owners who are selling or planning ahead
"My clients are asking about real estate alternatives. I need something I can trust and present with confidence."
Your clients are asking about tax-deferred real estate and alternatives to direct ownership. You need a credible partner with the structures, diligence materials, and compliance-ready documentation to support the conversation without adding to your workload.
BEST PATH: DST, 721 — DO NOT AFFECT ADVISOR RECORD
- DST and 721 structures for 1031-eligible clients
- Coordination with QIs, brokers, and legal
- Commission-ready structures with clear client documentation
- We work around you — not around your client
"A failed exchange isn't an option. I need a partner I can count on under deadline pressure."
You coordinate exchanges, advise on tax outcomes, or manage the client relationship after a sale. You need a reliable partner who responds fast, operates behind the scenes, and never puts your client relationship at risk.
BEST PATH : DST, 721 — WE OPERATE THROUGH YOU, NOT AROUND YOU
- Pre-vetted, IRS-compliant replacement structures ready to close
- Full coordination with exchange officers, escrow, and legal
- No client solicitation — your relationship stays intact
- Audit-ready documentation and compliance trail
Track Record Built on Alignment.
Bonaventure is a vertically integrated multifamily developer and operator. We develop, own, and manage the assets we offer — meaning our team has skin in the game at every stage of the exchange.
Bonaventure has committed its own balance sheet to the same assets it offers to exchange investors.
A growing portfolio of multifamily communities across the Mid-Atlantic and Southeast.
Deep operational experience across development, property management, and capital markets.
Plan with Confidence.
- Overview of 1031, DST, and 721 Exchange strategies
- Visual pathways from active ownership to passive portfolio exposure
- Real case examples of structured exchanges Bonaventure has executed
- Overview of our private REIT and how DST interests can transition into long-term portfolio ownership
- Key timelines, planning considerations, and what to discuss with your CPA
This material is for informational purposes only and does not constitute legal, tax, or investment advice. Securities are offered only pursuant to applicable offering documents. Tax deferral strategies involve complex considerations and may not be suitable for all investors. Consult your CPA and legal advisor before making investment decisions. Past performance is not indicative of future results. Investments involve risk, including loss of principal and illiquidity. For accredited investors only.
This material is provided for informational and discussion purposes only and does not constitute investment, legal, or tax advice, nor an offer or solicitation to buy or sell any securities. Investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Please review the applicable PPM and offering documents before making any investment decision.