Leveraging the 1031 Like-Kind Exchange to Serve Your HNWI Clients and Grow Your Business

HNWIs are looking for income opportunities, innovative wealth management and estate planning solutions that CRE strategies, like the 1031 exchange may offer.

By offering a sophisticated CRE strategy like the 1031 exchange via a Delaware statutory trust, or DST, RIAs can help current clients construct a balanced investment portfolio that navigates volatile market conditions, while also growing their books of business.

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LEVERAGE A 1031 EXCHANGE WITH YOUR HIGH-NET-WORTH CLIENTELE

An in-depth fact sheet on how a 1031 exchange may be a valuable investment strategy for HNWIs.

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