Financial & Investment Strategy
Real Estate & §1031 Exchanges
Exchange planning, DST placements and holding structures so deadlines are met and gains stay deferred.
All Financial & Investment StrategyWhat this is
We plan and administer IRC §1031 and §1035 exchanges, DST placements and holding structures for real estate investors and operators, so deadlines are met and gains stay deferred.
What is included
- §1031 and §1035 exchange planning and calendar management
- Qualified intermediary and DST placement coordination
- Holding entity design for multi-property portfolios
- Cost segregation and depreciation strategy
Who this is for
- Investors selling appreciated property this year
- Operators building a portfolio across entities or states
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Free consultation, up to 60 minutes
Talk through real estate & §1031 exchanges with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.