Investment Property Owners
Who We Work With
Unlock Trapped Equity with a 1031 Exchange
Upstream can help property owners like you potentially minimize the tax implications on your investments with 1031 Exchanges and other tax-deferral options. We can help you navigate the entire process of these solutions, as well as the reporting needs associated with them.
Our team of 1031 Exchange and tax deferral specialists can help:
Give You Knowledge About 1031 Exchanges and Tax Deferral Strategies
Help You Make Tax-Deferred Investment Decisions
Educate You On How To Work With A Qualified Intermediary
Determine What Information You Need To Complete Form 8824
Maximize The Eligible Replacement Properties Available To You
Support You With Any Questions You Have About Our Solutions
How Different Property Types Can Benefit Your Portfolio
Multi-Family Properties
Investing in multi-family properties can potentially give your portfolio stability through moderate income variability due to lease term and repricing ability. These properties also offer high potential income growth.
Industrial Properties
Investing in industrial properties can potentially provide high income stability from a contractual lease structure. These properties also offer moderately high potential income growth, assisted by the commonality of annual rent escalations.
Medical Offices
Investing in medical offices diversifies your portfolio and can potentially provide high income stability. These properties offer moderately high potential income growth, assisted by common annual rent escalations.
Student Housing
Investing in student housing can provide moderate income with variability due to the lease term and ability to reprice per academic school year. These properties offer moderately high potential income growth.
Self Storage
Investing in self-storage properties can provide moderate income stability with repricing ability and stability during market fluctuations. These properties also offer high potential income growth from daily market repricing.
Essential Retail
Investing in commercial retail can potentially provide high income stability through the contractual lease structure. These properties offer low potential income growth because lease escalations are uncommon.
Senior Housing
Investing in senior housing can provide anywhere from moderate to high income stability due to needs-based demand. These properties also offer high potential income growth and a staggered lease rollover.
Hospitality
Investing in hospitality properties offers low chance of stability, due to daily fluctuations in occupancy and room rates. The properties also offer very high potential for potential income growth and daily market repricing.
Commercial Offices
Investing in commercial offices diversifies your portfolio and can potentially provide income stability. These properties offer moderately high potential income growth, assisted by common annual rent escalations.
An Addition to Your Plan
Helping You Understand Our Solutions
Upstream can help you better understand tax-deferred investment options, most notably the 1031 Exchange process. We can help you calculate tax implications and any other transactional specifics from investment property sales.
End-to-End Solutions
Holistically Manage Your Portfolio
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.
Dedicated Client Support
Customized Work Based On Goals
We tailor our process to individuals, helping you better prepare for your financial future. Whether you need to know how a 1031 Exchange works, help reporting on a tax return, or assistance finding a QI, our team can support your needs.
Work with Simon.
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.