1031 Advisor Desk
Make your firm the first call for 1031 questions.
A white-label product specialist system for RIA firms and advisor platforms that want to support advisors when clients are selling appreciated real estate.
Educate advisors. Frame the options. Keep the AUM opportunity visible.
The path
Why firms need it
Product access is not enough.
Advisors already have clients selling appreciated real estate. A DST on a platform does not tell them when it fits, how to explain it, or how the sale connects to liquidity and future AUM. Without a repeatable system, the conversation and the assets leave the firm.
Advisors have the questions
Clients selling appreciated real estate ask the advisor what to do.
Access is not an answer
A DST on a platform does not make the conversation repeatable or explainable.
Firms need a system
Without a workflow, the client, the surrounding assets, and the AUM opportunity get lost.
How it works
What the 1031 Advisor Desk does.
Intake
Capture sale amount, close date, QI status, client goals, income needs, liquidity needs, and management fatigue.
Educate
Explain 1031, DST, partial exchange, taxable reinvestment, and 721 pathway concepts in plain English.
Organize
Create a Client 1031 Action Plan with options, questions for tax and legal professionals, and next steps.
Track
Keep liquidity sleeves, taxable proceeds, future review dates, and AUM opportunities visible.
What you get
What is included.
Included
- Advisor intake workflow
- Client 1031 Action Plan
- 1031, DST, and 721 education modules
- DST fit and no-fit guide
- Sponsor comparison framework
- Liquidity sleeve playbook
- Future review tracker
- Internal AUM dashboard
- Advisor FAQ and objection handling
- Client conversation guide
Output examples
- "I'm selling my building. What should I do?"
- DST may fit, or may not fit
- Questions for CPA, QI, and attorney
- Liquidity and taxable proceeds map
- Future review schedule
Example client scenario
From one question to a tracked plan.
Client is selling appreciated real estate and asks: "What should I do?"
From $25,000 setup + $7,500/month
Built for RIA firms, independent broker-dealers, alternative investment platforms, asset managers, and advisor networks.
Make 1031 questions a repeatable, tracked workflow.
The 1031 Advisor Desk gives advisors a clear way to handle 1031 questions and keeps liquidity, taxable proceeds, future reviews, and AUM opportunities visible. It does not provide tax, legal, investment, or securities advice.
Clear role. Clear boundaries. DST Program Partners provides education, positioning, workflow design, content systems, and platform communication support. We are not a broker-dealer, dealer manager, placement agent, law firm, tax advisor, investment adviser, lender, capital raiser, securities issuer, or securities distributor. Securities offerings, legal documents, tax advice, and distribution activities must be handled by appropriately licensed and qualified parties.