Real estate professionals who have a thorough understanding of 1031 exchanges and DST investments can provide their clients with valuable guidance. By offering expertise in these investment strategies, real estate professionals can enhance their services and position themselves as trusted advisors to their clients.
Our team of 1031 Exchange and real estate solutions specialists can help:
Upstream helps you and your clients gain an understanding of our solutions, and incorporates your expertise into the profile we design. We continue to work with you and your client through closing to be sure everything runs as smoothly as possible.
We build complex, tax-deferred portfolios using our process and years of experience in both real estate and financial services. This allows us to thoroughly analyze potential real estate investment value and implications for clients and advisors alike.
We tailor our process to individual goals, helping clients better prepare for their financial future. Whether they need to know how a 1031 Exchange works, help reporting on a tax return, or assistance finding a QI, our team can support their 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.