We work closely with Qualified Intermediaries (QIs) to offer education and guidance on DST investments. In many cases, exchange clients may seek advice on DST investments from their QI, and we serve as a resource to provide them with the necessary information. Similarly, we regularly assist clients seeking QI services and refer them to our trusted QI partners.
Our team of 1031 Exchange and tax deferral specialists can help:
Upstream can help facilitate and answer questions around exchanges. We can help you calculate for implications and any other transactional specifics through every step of the exchange process.
We will support you and help you manage each stage of the 1031 Exchange process, utilizing our strategic partnerships across the industry to fulfill Qualified Intermediary requirements.
We tailor our process to individuals, helping you make decisions that benefit your future. We provide assistance on both the client and QI end of the process to best support everyone's needs.
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.