Success Stories

Sort By

Sort By

Retirement

Meet Jack & Vicki

Jack and Vicki managed rental properties in Arizona and Washington for 30 years before contributing their remaining duplex to Flock through a 721 exchange.

Optimization
Lifestyle

Meet Josh

Josh grew a rental portfolio to 13 properties across four states, then used a 721 exchange with Flock to gain passive income without property management.

Retirement
Legacy

Meet Stan

Stan built a portfolio of over 45 rental properties as a homebuilder, then used a 721 exchange to transfer 20 of them to Flock for tax-efficient retirement.

Legacy

Meet Steve

Over 25 years, Steve grew a real estate portfolio from an unexpected first investment to a peak of eleven properties, eventually settling at eight.

Retirement

Meet Wayne & Vickie

Wayne and Vickie self-managed six rental properties for over 20 years before using a 721 exchange with Flock to retire from landlording and defer taxes.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Trust & Safety

Built for Confidence: Stability and Growth You Can Trust

Flock is built for peace of mind—offering reliable dividends backed by a diversified portfolio of rental properties. A balanced portfolio cushions market swings, smart leverage enables scale without hassle, and historically proven returns of ~10% deliver stability you can trust.

$100M+

Deferred Taxable Gains

Helping property owners preserve over $100M in gains through tax-deferred 721 Exchanges and Fund participation.
185+

Clients Served

Individual investors who’ve transitioned from active landlording to passive income through Flock’s managed real estate Fund.
32%

Fully Exited Clients

The percentage of clients who exchanged their full rental portfolio's into Flock's Fund, achieving peace of mind.

Every property has a story, and every owner has a journey. Hear firsthand how Flock helps clients simplify ownership and focus on what matters most.

FAQ

What access do I have to the portfolio and my financial performance?

Upon joining Flock’s Fund, you will gain access to your personalized online Client Portal, where you will have full detailed reporting on your financial performance. You also gain full visibility into the Fund’s financials and real-time asset-level activity, such as individual leasing, renovations, and more. To preview the portal, click here to submit your rental address for an evaluation and one of Flock's Exchange Directors can provide you with a complimentary demo.

 What communications will I have with the Flock team?

We strive to provide you with a white-glove and collaborative ownership experience. You’ll have a direct line to Flock’s Client Advisor. Additionally, we hold quarterly investor calls to report on portfolio performance and strategy and quarterly Clients’ Forum meetings discuss our performance with you live.

Can I pass my Flock equity on to my heirs?

Yes, with significant tax advantages. Like a traditional rental property, Flock equity ownership benefits from a step-up in tax basis upon inheritance, which can grant your heirs substantial tax savings when they eventually liquidate. Additionally, the flexibility afforded by owning equity in Flock’s Fund rather than one illiquid property makes Flock an attractive estate planning instrument. However, we recommend you consult with your tax advisor, attorney, and/or the IRS website for personalized advice on your situation.

View More FAQs