Trade Up 1031 - For Financial Advisors - How We Can Partner With You

Partnering with Trade Up 1031 - Financial Advisors

We know how difficult it is to find reputable referral sources to recommend to your advisory clients for services outside of the normal scope of your practice. In our experience this especially holds true for cases involving planning for the sale of a client’s real estate holdings.

At Trade Up 1031, we specialize in the consulting investors who seek to defer taxes on the sale their property by utilizing a 1031 exchange.

BENEFITS OF PARTNERING:

- Enhance your position as your client's most trusted advisor
- Expand your practice
- Increase your revenues

Our firm has created working relationships with financial advisors like yourself to save you valuable time, add value to your firm, and make your business more profitable. Our years of experience, standing in the industry, and unparalleled access to institutional-grade exchange properties makes us the #1 source for 1031 exchange consulting on the East Coast.

Please take a few minutes to view our short multi-media presentation on how financial advisors can successfully partner with Trade Up 1031.

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Securities offered through Private Asset Group, Inc., Member FINRA - SIPC. 3070 Bristol Street, Suite 500, Costa Mesa, CA 92626 714.545.5002 office 714.545.5003 fax
All non-securitized real estate properties are offered through The Kislak Company, Inc., 661 Reading Avenue, West Reading, PA 19611 215.572.1946 office

This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only with a Confidential Private Placement Memorandum to Accredited Investors. This material cannot and does not replace the Confidential Private Placement Memorandum. Past performance is no guarantee of future results. The direct or indirect purchase of real property involves significant risks, including market risks and risks specific to a given property. Please refer to and understand the "Risk Factors" section of the specific Confidential Private Placement Memorandum. There are a number of significant tax risks and tax issues involved with the purchase of real property. Investors should consult their own tax advisors and legal counsel. Investors should be able to bear the complete loss of their investment.