Strategic 1031 Exchange Guidance for Smart Investors
Guiding investors through seamless, tax-deferred property exchanges to preserve capital, maximize wealth, and navigate complex IRS regulations with confidence.
years of experiences
What You’ll Gain from Your Counseling Session
Strategic Clarity
Understand the nuances of your specific situation and make decisions with greater confidence.
Optimized Outcomes
Develop tailored strategies to maximize your 1031 exchange benefits and investment returns.
Risk Mitigation
Identify potential pitfalls and learn how to navigate them effectively, protecting your assets.
Customized Solutions
Receive advice that’s specifically crafted for your unique financial goals and property portfolio.
Time & Stress Savings
Avoid costly mistakes and accelerate your understanding with direct access to an expert.
Counseling Packages
Discovery Session
$199
Duration: 30 Minutes
- Initial questions & clarifications
- Explore specific 1031 scenarios
- One-on-one live discussion
Ongoing Advisory
$349
Duration: 60 Minutes
- In-depth analysis of complex scenarios
- Detailed 1031 exchange planning
- Pre-session document review
- Post-session summary email
Ongoing Advisory
Custom Quote
Duration: Tailored
- Sustained guidance through transactions
- Portfolio restructuring support
- Flexible scheduling & priority access
How It Works: Your Path to Informed Decisions
1- Choose Your Session
Select the counseling package that best fits your immediate needs and goals.
2- Share Your Details
Complete a brief, secure intake form to provide background on your situation.
3- Engage & Learn
Connect with James C. Perry for your dedicated one-on-one session.
4- Receive Actionable Insights
Walk away with clear answers, expert advice, and a personalized roadmap.
Closings
Listings
Experience
Communities
The largest privately held real estate investors and managers in the world
- Our vision
To empower businesses with cutting-edge web solutions that enhance their digital presence and drive growth.
- Our mission
What makes me different
It’s not just about creating something good; it’s about designing, innovating, and collaborating to forge remarkable and unparalleled experiences.
Corporate Responsibility
Our goal is zero incidents and our lost time frequency rate is industry leading.
Experts with Team Spirit
Our multi-skilled team provides innovative, forward-thinking solutions.
Diversity, Equity & Inclusion
We work with both investors and developers to create landmarks that make an impact.
Master New Skills, One Lesson at a Time
Unlock your potential with expertly designed courses and insightful books. Whether you’re here to level up your career, learn something new, or explore your passions, we’ve got the resources to guide you every step of the way. Learn, grow, and achieve — your journey starts here.
“Jim made my first apartment purchase smooth and stress-free. His expertise in commercial real estate was invaluable.”
"As a first-time homebuyer and veteran, James made the process easy and stress-free. I highly recommend him"
"Jim guided me through a successful 1031 exchange and into my best investment yet. Grateful for his wisdom and support!"
Get specialist advice for residential, commercial or property