This method of investing seeks to conserve the investor's principal and minimize capital losses. It may be ideal for investors with a primary goal of maintaining their principal investment.
Income Generation
Income portfolios have the goal of generating stable, consistent income with minimal risks. This method of investing might be ideal for those with a primary goal of reliable cash distributions and a secondary goal of capital preservation.
Growth
Portfolios with growth as a primary goal seek to maximize total returns while accounting for potential short-term income fluctuations. This may be a fit for investors concerned with long-term growth and are okay with high relative volatility.
Our Streamlined Process
How Upstream1031 Works
We keep things simple so you can really understand what’s going into your personalized investment plan. Our process includes four major steps:
Two decades of insider experience to help simplify the complexities of 1031 exchanges and DST investments so you can make more confident and informed decisions.
A collaborative process that involves getting to know your specific goals and building a custom DST portfolio that unlocks the power of your real estate.
Our partnership with Realized provides you with access to institutional due diligence and cutting-edge technology, ensuring a superior end-to-end experience.
Why Choose Upstream1031
Our founder has two decades of insider experience to help simplify the complexities of 1031 exchanges and Delaware Statutory Trust (DST) investments so you can make more confident and informed decisions.
A collaborative process that involves getting to know your specific goals and building a custom DST portfolio that helps unlock the power of your real estate.
Our association with Realized Financial Inc. provides you with access to robust due diligence and cutting-edge technology, ensuring a quality end-to-end experience.
"We have been working with Simon since 2005 and it has been an invaluable experience. His deep insights and commitment make him an exceptional resource, consistently guiding us towards informed decisions and beneficial outcomes."
Maximize your offerings to your clients by adding 1031 eligible DST solutions to your range of services.
Upstream Thinking
Customized Investing, Innovative Technology
With over 20 years of real estate investment experience, we’ve created a defined process for DST investing that helps unlock the potential within your estate portfolio. Our mission is to help you prepare for the future and enjoy your ideal lifestyle. Learn more about our process below.
We've put together resource pages for each of the tax-deferral strategies you could potentially implement for your investments. Explore our resources to learn more about your options:
Exchange 1031
Exchange 1033
Qualified Opportunity Zones
Delaware Statutory Trusts
Associated with Realized
Realized strives to help investors bridge the gap between traditional financial management and investment property wealth. We associate with Realized Financial Inc. for the open architecture, products, service and technology.
