Your Client’s 1031 Is Our Specialty.
When a client sells appreciated real estate, they look to you first. Partner with a team that lives inside 1031 exchanges, DSTs, and the alternative investment marketplace every day — and that treats your client relationship as exactly that: yours.
Trusted by CPAs, estate attorneys, and RIAs nationwide.
The Referral Question Every Advisor Faces
When a client calls mid-exchange, you need a resource who already knows the open offerings, the sponsors, and the deadlines — not a generalist learning on your client’s time.
Dozens of sponsors, wide fee ranges, uneven track records. Your client’s outcome — and your reputation — depend on the diligence behind the recommendation.
With us they aren’t. We work alongside your tax and legal guidance, keep you informed at every step, and never compete for the broader relationship.
How We Work With Professional Advisors
Brief us on the situation
A short call on your client’s timeline, gain, and goals. If a 1031, 721, or OZ strategy isn’t the right answer, we’ll say so plainly.
We handle the exchange mechanics
QI coordination, offering diligence, identification strategy, subscription paperwork — documented and shared with you throughout.
You stay the quarterback
We deliver the specialty; you keep the relationship. Many advisors bring us every exchange after the first one.
Add a 1031 & DST specialist to your bench
Introduce a current situation, or set up a get-acquainted call before you need one. We’re glad to walk through our diligence process and sample deal files.
Securities offered through Realta Equities, Inc., Member FINRA/SIPC
$2.5B+ in transactions guided · 1,000+ investors served
Private, no-obligation — typically 30–60 minutes
Prefer to Start with a Conversation?
No forms, no scripts — just a direct line to an advisor who does this every day.