Wealth Management | Financial Planning | 1031/DST At Per Stirling, some of our financial advisors are able to provide 1031 exchange consulting services to assist their clients. These advisors can be a resource to assist your clients in navigating 1031 exchanges along with DSTs, and can help integrate these transactions into their broader financial, retirement, and estate planning strategies as appropriate. By working with Per Stirling, you can offer your clients access to our experience and personalized support in navigating these complex transactions. Our services include: Guidance: Assisting real estate brokers in educating clients about 1031 exchanges and DSTs. Analysis: Helping clients evaluate whether 1031 strategies align with their financial goals. Support: Providing guidance through every step of the process, including the critical 45-day identification period. Integration: Coordinating exchanges with broader financial planning to help align with clients' overall objectives. Disclosures: Advisory services offered through Per Stirling Capital Management, LLC. Securities offered through B. B. Graham & Co., Inc., member of FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. B. Graham & Co., Inc., are separate and otherwise unrelated companies. No public market currently exists and may never exist. DSTs are speculative and suitable only for Accredited Investors who do not anticipate a need for liquidity or can afford to lose their entire investment. Clients should consult their own tax, legal, and financial professionals to determine whether these strategies align with their individual circumstances and objectives. Costs associated with 1031 transactions may impact investors’ returns and may outweigh the tax benefit.