Defer Taxes. Simplify Ownership. Own a Portfolio.

Bonaventure helps real estate owners transition from single-asset concentration to diversified, professionally managed multifamily through tax-efficient 1031, DST, and 721 strategies, designed to preserve equity and reduce complexity.

Download the Tax Deferral Overview
Row of multi-story residential buildings with balconies and landscaped greenery in front.

$1.5B+

Total Transaction Value

$510M+

Tax-Deferred Equity Placed

38

Completed 1031 & 721 Transactions

25+

Years of Multifamily Experience

Two Primary Paths to Tax Deferral

Different structures for different timelines and objectives.

1031 Exchange

Defer capital gains and stay invested in like-kind real estate. Depending on timing and objectives, DSTs or custom strategies may be used as replacement property.

Tax deferral: Defer capital gains and depreciation recapture by reinvesting proceeds

Flexibility: Allocate across one or multiple replacement properties, including DSTs

Simplification option: Move from active management toward passive ownership, where appropriate

Learn How a 1031 Exchange Works

721 Exchange (UPREIT)

Transition from individual assets into long-term, passive portfolio ownership. Contribute qualifying real estate or DST interests into a REIT operating partnership in exchange for OP Units.

Continued tax deferral: Defer taxes at contribution into the operating partnership

Diversification: Replace single-asset exposure with a professionally managed multifamily portfolio

Simplified ownership: Reduce day-to-day responsibilities while retaining economic participation

Details, timelines, and considerations are covered in the Exchange Overview.

Explore the 721 Exchange Pathway
FROM ONE PROPERTY TO A PORTFOLIO

A More Strategic Way to Exit Active Ownership.

Selling appreciated real estate often forces a difficult tradeoff, taxes can erode proceeds, while holding a single property concentrates risk and management burden. Bonaventure’s tax-deferral solutions help owners preserve equity, defer taxes, and transition into diversified, passive multifamily ownership, allowing them to stay invested while reducing day-to-day involvement.

Download Overview
Residential apartment complex featuring multiple buildings with a mix of yellow and red brick exteriors and a parking area.

Why This Works With Bonaventure

Bonaventure provides an integrated platform that supports tax-deferral planning from initial exchange through long-term ownership.

Owners and advisors value:

  • Continuity across planning and execution
  • Flexibility across standard and custom structures
  • Alignment through meaningful sponsor co-investment
  • Coordinated execution alongside QIs, CPAs, and legal advisors
Download the Overview
Residential apartment complex featuring multiple buildings with a mix of yellow and red brick exteriors and a parking area.

What You'll Get in the Exchange Overview

  • Clear explanations of 1031, DST, and 721 strategies
  • Visual pathways from active ownership to passive portfolios
  • Illustrative transaction examples
  • Key planning considerations and timelines
Download the Overview

Start With Education. Decide With Confidence.

Explore whether a tax-deferred transition aligns with your goals.

Download the Overview

For accredited investors only. Educational resource.