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Get Access to Current 1031 Exchange Listings and 1031 Exchange Guidance for Montana Investors

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An accredited investor is an individual with a net worth of at least $1,000,000 (excluding the equity in your home) OR net income the last two years of $200,000 or greater ($300,000 if joint income with spouse) with an expectation of equal or greater earnings in the current year.

Montana 1031 Exchange Advisor Services

With over a decade of experience specializing in 1031 Exchange Replacement Property, we help clients in Montana and nationwide meet their investment objectives.

  • We Have Hundreds Of Successful 1031 Exchanges
  • We Provice A Free Real Estate Portfolio Analysis
  • We Provide A Free Initial Consultation and Proposal
  • We Provide Current 1031 Exchange Property Listings
  • Non Recourse Loans -- Can Close In 3 Days
  • We Have Dozens of Client Referrals

Client Testimonials

Client centered customer service, hard work and professionalism is what distinguishes us in the marketplace.

California 1031 Exchange DST

"I received closing documents this afternoon. The entire transaction was so smooth and expeditious. Thank you for all of your assistance with this purchase. We look forward to working with you again in the future. Stay healthy and safe. Best early wishes for a wonderful holiday season too."
Investor in Palos Verdes, CA

California 1031 DST Exchange

"Thank you for making it to our meeting. That means a lot to me. You are a terrific resource for financial advisors so I look forward to spreading the word."

Investor in Santa Monica, California

1031 Exchange San Francisco, California

“Thank you Christina for all your good work in helping me through this deal. I really appreciate your expert guidance.”

Investor in California

Client In Washington

Thanks for the update. You are the best.
- Investor in Duvall, Washington

1031 Exchange North Carolina

“I gave your name and number to a prospective client. We have the same accountant and he’s just closed escrow. I told him you would be a great person to work with and highly recommended you.”

Investor in North Carolina

Client In New Jersey

Thank you for all your help, Christina.  It's been a pleasure working with you. Feel like things are transitioning nicely to the three DSTs. It def feels good not having to think about the rental! Thank you, again.
- Investor in Mechanicsville, Virginia

Client In California

Fantastic! Very exciting. Feel so good about CO.  Thank you for everything and looking forward to the next part of this adventure!
- Investor in Rancho Mirage, California

DST 1031 Exchange

"Thanks for your assistance on our 1031 investments. It was fun working with you and talking with you. We hope that you and your family are well and stay safe."

Investor in Redwood City, CA

1031 Exchange Benefits

“I’ve been so happy with the sponsor and they have been a joy to interact with as well. and.. THANK YOU again!”

Investor in Los Angeles, CA

Client In West Palm Beach, Florida

Wonderful and I am delighted that is all done! Thank you for keeping us on the right path, Christina. You have been terrific.

- Client In West Palm Beach, Florida

Client In California

Thanks for all of your help. You make it much easier. I appreciate all of your help.
- Investor in Newport Beach, California

1031 Exchange Property Lists

“Christina, I wanted to tell you how much I appreciated all you did helping me with my 1031 exchange investments and just general good counsel. You were there when I really needed your help and the DST investments you put me in have performed at or better than I expected. Your advice was definitely in my best interests and very cordially given. I could not have had a better adviser in these transactions. You went way out of your way to facilitate these transactions including traveling to Coronado over the 4th of July to explain these investments and other nuances of 1031 investing. Thank you very much for all you did. If you ever need a recommendation from me, please feel free to ask. You are the best! Thank you very much and have a very Merry Christmas and a prosperous New Year.
My very best to you and yours,”

Investor in Alamo, California

1031 Exchange Replacement Properties Guidance

Are you a Montana investor interested in replacement properties that qualify as a tax-deferred exchange? We can help you find the right replacement property for your 1031 Exchange.