Advisory Services

ADVISORY SERVICES

Through our Investment Advisor platform, we operate with a fiduciary duty to integrate education, analysis, tax strategies, estate planning, and deal-structure consultation for high-net-worth real estate investors on a fee-for-service basis. This model is designed to ensure objectivity and alignment with clients’ interests. Specializing in passive real estate investment programs, we bring decades of expertise and tailored solutions to an asset class that often serves as a cornerstone of affluent investors’ portfolios. Our specialized knowledge enables us to address the unique complexities and opportunities within the real estate sector, empowering our clients to make informed, strategic decisions.

WHO QUALIFIES?

Based on our fee structure, the Advisory Services Platform may be more suitable for transactions in excess of ten million dollars, complex ownership structures, or advanced estate-planning situations.

OUR COMPREHENSIVE SERVICES*

Asset Analysis
Deal Structure & Title Consulting
Transaction Management
Tax Mitigation Strategies
Estate Planning
Real Estate Investment Management
Custom Analysis or Consultation as Needed
Real Estate Investment Exit Planning

A FIDUCIARY APPROACH: PUTTING YOUR INTERESTS FIRST

Unlike traditional real estate brokerage firms or agencies driven by commission-based incentives, our fee-for-service model fosters a genuine fiduciary relationship with our clients. This structure ensures that the guidance we provide is objective, transparent, and wholly focused on achieving your financial goals.

LET’S WORK TOGETHER

If you are ready to explore how we can help you maximize your real estate investments, we invite you to connect with one of our Managing Partners. Discover how our fiduciary-driven approach and specialized expertise can elevate your financial strategy and deliver lasting value. Contact us today to schedule a consultation.

*1031 Capital Solutions and its representatives do not give tax or legal advice.