Upstream recognizes the significance of a financial advisor in helping clients achieve their long-term financial objectives. However, many advisors don’t have access to the 1031/DST solutions that their clients want and need. For those advisors, we can be a trusted partner, and we protect your client relationship by offering no competitive services – just 1031/DST solutions.
Our team of 1031 Exchange and tax-deferral specialists can help:
Upstream offers unique solutions that integrate easily into your practice and prevent other advisors from meeting unmet needs in your clients. We can help you and your clients better understand how to unlock held away assets and investments.
Together, we build efficient real estate solutions that help you defer taxes on capital gains through a custom, diversified portfolio. Our solutions help empower you to pursue your financial goals across asset classes and within your risk appetite.
We tailor our process to individual goals, helping clients better prepare for their financial future. We can help your clients potentially achieve a variety of goals, from generating steady income to building wealth and even estate planning.
Simon Brower has been a well-respected member of the securitized real estate and 1031/DST industry since 2004. During that time, he’s worked with thousands of 1031 exchange investors and has overseen the placement of more than $1 billion into DST and TIC investments.
Prior to founding Upstream 1031, Simon was the Managing Director at Bluerock Value Exchange. He has also held leadership positions with other real estate and securities companies such as KBS and Grubb & Ellis. He prides himself on maintaining long-term relationships that date back to his early beginnings in the business.