1031 Solutions is a Wealth Management firm located in Sarasota, Florida, with clients nationwide. We are passionate about Real Estate and specialize in 1031 Exchange Replacement Properties utilizing DST’s & Alternative Solutions.
1031 Solutions will always keep your best interests in mind while creating personalized wealth strategies to mitigate tax liability and help you keep more of what you earn. For over 20 years we have been committed to value in our relationships through integrity and accountability.
Jon was born and raised in Potomac, Md., just outside of Washington DC. He graduated from the University of MD in 1993, with a BS in Management & Consumer Studies. Jon’s family moved to Sarasota in 1996, and after consulting small businesses, Jon decided to create his own independent Wealth Management firm.
Over the past 20 years as a licensed Financial Advisor, Jon has specialized in 1031 exchanges utilizing DST’s and other Alternative Investments involving Securitized Real Estate.
1031 Solutions has also been helping real estate investors exchange into management-free income properties nationwide for the last 20 years. We have handled extensive amounts of DST and related alternative investment transactions placing our clients in billions of dollars of real estate portfolios.
Our partners are attorneys, CPA’s and qualified intermediaries, with extensive experience in real estate investing, 1031 exchanges, risk mitigation, and tax and estate planning.
With a proven track record, we provide our clients a wide selection of suitable property investments. During our due diligence process, we engage several industry professionals to independently analyze varying risk factors of every property.
Our properties provide cash flow, tax benefits and capital appreciation without the headaches of property management.
WE WORK WITH ACCREDITED INVESTORS SEEKING THE FOLLOWING:
Management-free, income-producing property ownership
Deferral of capital gains taxes via 1031 Exchanges
Transition from active to passive property ownership
Transition from non-income-producing to income-producing property
Limitation of liability through non-recourse leverage
Diversification in varied asset types and locations