FOR ACCREDITED INVESTORS
Talk to a 1031/DST specialist.
Tell us where you are in your exchange and we’ll match you with a registered representative who can walk through your situation. A specialist will reach out within 24 hours.
20-minute conversation. No pitch deck, no obligation.
Plain-English review. Your timeline, your replacement options, your tax exposure.
Right specialist for your situation. We route you to a representative familiar with your state and exchange size.
Decide on your terms. If we’re not the right fit, we’ll tell you that.
Accredited investors only
SPECIALIST MATCH FORM
Tell us about your exchange.
All fields confidential. We share only with the specialist.
From form submit to specialist call, in four steps.
Most leads talk to a specialist within 24 hours. Here’s exactly what to expect after you submit the form.
You submit the form
Your information is sent securely to the specialist routing system. We never share with third-party marketers.
We match the specialist
You’re routed to a registered representative familiar with your state and exchange size. Expect a follow-up email within hours.
20-minute call
Walk through your timeline, your situation, and the replacement options that fit. No pitch deck, no obligation.
You decide
Take what’s useful. If we’re not the right fit, we’ll tell you that. If we are, the specialist walks you through next steps.
BEFORE YOU CALL
Common questions about the call.
Is there a cost?
No. The specialist conversation is free and no-obligation. Specialists earn compensation only if you eventually subscribe to a securities offering, and that compensation is fully disclosed in the offering documents before you sign anything.
Will I be sold to?
The call is structured as a review of your situation, not a pitch. The specialist will explain options, answer your questions, and identify what fits your timeline and goals. If you want to talk through next steps after the call, they’ll walk you through them. If not, you keep the information and proceed however you choose.
What if I’m not in an exchange yet?
Many of the highest-value conversations happen before a sale. Pre-sale planning is when most 1031 mistakes get prevented. Tell us in the form that you’re planning a sale in the next 12 months and the specialist will tailor the conversation accordingly.
What if I’m past my 45-day deadline?
Tell us in the form. There are limited paths forward depending on your situation, and the specialist can walk through them. Most are about minimizing tax exposure rather than completing the original exchange.
Can I share this with my CPA or attorney?
Yes — and we encourage it. The specialist is happy to coordinate with your existing tax and legal advisors. 1031 exchanges work best when everyone involved is reading from the same playbook.
How is my information used?
Your form submission is shared only with the registered representative assigned to your geographic region within the Realta Wealth network. We do not sell, rent, or share your information with third-party marketers, list brokers, or unaffiliated sponsors.
Not ready to talk yet?
Download the printable 1031 Checklist with all five phases broken out step-by-step. Use it on your own time, talk to us when you’re ready.