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