Why Hire a 1031 Exchange Advisor?

Selling a property and eyeing a 1031 exchange? You’ve got just 180 days to pull everything off—and during that time, you’re expected to become an expert in complex structures like Delaware Statutory Trusts (DSTs) and Tenants-in-Common (TICs)? No pressure, right?

That’s where I come in.

DSTs are not your average real estate investment. They’re part real estate, part security, part legal structure—and entirely confusing if you haven’t worked with them before. My job is to help you cut through the noise and feel confident in your choices.

What I Actually Do (And Why It Helps)

Think of me as your translator and guide through the DST maze. I don’t sell products. I help you make sense of them.

I’ve spent years doing due diligence at the institutional level, which means I know how to dig into the details. Whether you’re already looking at a few deals or don’t even know where to start, I can help. Here’s how:

• I review up to 10 investments you’re considering (yes, really—up to ten).
• I break down private placement memoranda (PPMs) so they’re readable and relevant.
• I stress-test business plans and financial models, checking for best-case, worst-case, and everything in between.
• I double-check the third-party due diligence reports, making sure they actually say something useful.

You’ll get a written report for each option. Clear, tailored, and meant to inform—not overwhelm.

Still in the shopping phase? No problem. I can introduce you to sponsor-backed options that align with your goals, with no pressure to commit.

How I Get Paid (Spoiler: Not by the Sponsor)

I work for you—not for the sponsor or their sales team. My compensation is clean and simple, like a real estate commission—but leaner. It’s paid from escrow at closing, and it’s often tax-deductible.

• $5,000 flat for investments up to $1,000,000
• Add $1,000 per $500,000 beyond that

No percentage games. No surprise fees. Just clarity.

Is This Right for You?

Maybe you’ve owned real estate for decades. Maybe you’re selling your first rental. Either way, if you’re cautious, curious, or just want a second pair of eyes on a big decision—you’re exactly who I designed this for.

I can’t promise perfection (this is investing, after all), but I can promise structure, clarity, and someone in your corner who speaks both “legalese” and plain English.