Real estate transition decisions can be complex—especially when they involve tax-deferred exchanges, reinvestment timelines, and sponsor due diligence. FCM provides consulting and analysis support for investors evaluating Delaware Statutory Trusts (DSTs) and other replacement property solutions used in connection with 1031 exchanges, 1033 involuntary conversions, and Opportunity Zone strategies.
Our role: help you evaluate options, understand tradeoffs, and organize a decision process that aligns with your objectives and risk tolerance.
What We Help With
1031 Exchange DST Consulting
If you’re selling investment real estate and considering a DST as replacement property, we can help you:
- Compare DST offerings and structures (within available information)
- Review stated strategy, fees, leverage approach, and liquidity constraints
- Stress-test key assumptions (income, hold period, exit scenarios)
- Organize a shortlist and questions for sponsors and professionals
1033 Involuntary Conversion Consulting
For investors navigating a 1033 event (e.g., condemnation or casualty), we can support:
- Replacement property evaluation and timing considerations (in coordination with your tax professional)
- DST analysis as one potential replacement property structure
- Risk review and scenario planning around cash flow and liquidity needs
Opportunity Zone Strategy Support
For investors exploring Opportunity Zone (QOZ/QOF) investments, we can assist with:
- Evaluating stated strategy and underlying assets (based on sponsor materials)
- Identifying concentration risks, leverage, fee layers, and liquidity limits
- Comparing QOZ approaches to other real estate allocation options
Our Process
- Discovery Call
Clarify objectives, liquidity needs, time constraints, and how the investment fits your overall plan. - Review of Available Materials
We review sponsor decks, PPM summaries (as provided), property and financing highlights, and stated fee schedules. - Structured Analysis & Comparison
We provide a side-by-side comparison framework and a written summary of key considerations. - Implementation Coordination (If Desired)
We can coordinate with your qualified intermediary, tax professional, and attorney so everyone is working from the same fact set.
Who This Is For
- Investors completing a 1031 exchange seeking passive real estate exposure via DSTs
- Property owners facing a 1033 involuntary conversion who want a structured review of reinvestment options
- Investors considering Opportunity Zone allocations and wanting a second set of eyes on risks and fit
- Families and business owners who want consulting support without turning the process into guesswork
Fees & Engagement Options
FCM offers consulting under either:
- Flat-fee consulting, or
- Ongoing advisory arrangements, depending on the scope and whether portfolio monitoring is requested.
You’ll receive a clear written scope before work begins.
Important Disclosures
- No tax or legal advice. FCM does not provide legal or tax advice. You should consult your tax professional and attorney regarding 1031, 1033, and Opportunity Zone rules and eligibility.
- No guarantee of results. Any discussion of expected income, tax outcomes, or performance is not guaranteed. Real estate and private offerings involve risk, including loss of principal.
- Liquidity & suitability. DSTs and many Opportunity Zone investments can be illiquid, may use leverage, and may have transfer restrictions and holding-period limitations.
- Due diligence limitations. Our review is based on information made available by sponsors and third parties and does not replace independent legal, tax, accounting, or property-level inspections.
Ready to evaluate DST options?
Schedule a consultation to discuss your timeline, objectives, and the role a DST or Opportunity Zone strategy may play in your overall plan.
Request a Consultation