Investor Case Studies
Real-World Investment Strategies and Outcomes
Our investor case studies provide real-world examples of how clients have successfully implemented alternative investment strategies to achieve their financial goals. These examples illustrate various investment approaches, challenges faced, and outcomes achieved.
Featured Case Studies
From Active Management to Passive Income: A Successful 1031 Exchange
After 15 years of managing a portfolio of rental properties, a couple in their 60s wanted to transition to a more passive investment approach while preserving their wealth and maintaining their income stream.
Initial Investment
$2.8 Million
Tax Deferred
$720,000
Annual Income
$168,000
Diversifying a Traditional Portfolio with Alternative Investments
A high-net-worth investor with a traditional 60/40 stock/bond portfolio sought to reduce market volatility and enhance returns by incorporating alternative investments, including DSTs and other real estate structures.
Portfolio Size
$5.2 Million
Alternative Allocation
25%
Volatility Reduction
32%
Preserving Wealth Across Generations with DST Investments
A family with significant real estate holdings sought to simplify their estate planning while preserving wealth for future generations. They utilized DSTs to consolidate properties and create a more manageable legacy plan.
Estate Value
$12.5 Million
Properties Consolidated
8
Estimated Tax Savings
$1.8 Million
Investment Strategy Case Studies
These case studies focus on specific investment strategies and how they were implemented to address particular financial objectives.
Tax-Advantaged Investing
Strategy Case Study
How a business owner utilized multiple tax-advantaged investment structures, including DSTs, Opportunity Zones, and cost segregation strategies to minimize tax liability while building wealth.
Retirement Income Planning
Strategy Case Study
How a retiring couple created a reliable income stream through a diversified portfolio of DST investments across multiple property types and geographic regions.
Client Testimonials
"Working with The Way AISG transformed our approach to real estate investing. The DST investments they recommended have provided consistent income without the management headaches we experienced with our previous properties."
Robert & Susan T.
Retired Business Owners
"The tax benefits of our DST investments have been substantial. We were able to defer a significant capital gains tax liability while diversifying our real estate holdings across multiple property types and locations."
Michael J.
Real Estate Investor
Request a Personalized Case Study
Interested in seeing how our investment strategies might apply to your specific situation? Contact us for a personalized case study based on your financial goals and circumstances.
Related Resources
DST Investment Guide
Comprehensive guide to Delaware Statutory Trust investments and their benefits.
Tax Advantages Guide
Learn about the potential tax benefits and considerations when investing in DST properties.
Investment Timeline
Understanding the typical timeline for DST investments from acquisition to disposition.