Advisor Marketing Partners
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Private Markets + Tax-Advantaged Strategies

Make complex financial expertise easier to understand.

AMP helps advisors and wealth firms explain 1031 exchanges, DSTs, 721 strategies, Opportunity Zones, and other sophisticated concepts with greater clarity and credibility. We serve established advisors broadly; this depth is a differentiator, not a boundary.

See what prospects see
Established financial professional reviewing planning materials
1031 DECISION BRIEFClient-facing
After the property sale: clarify the decision before the deadline drives it.
01
Sale considered
02
Clarify goals
03
Weigh the paths
04
Professional review
Referral one-pager

“Daniel works with owners whose financial lives outgrew any one account.”

The 1031 conversation

After the property sale, clarify the decision before the deadline drives it.

A useful explanation starts with the owner's goals, timing, control, management burden, liquidity needs, and broader financial plan.

Educational overview only, not tax, legal, or investment advice. Which path may fit, if any, depends on the client's facts and professional review.

1031 DECISION BRIEFPrepared for client discussion
One decision, four stages, five potential paths.
01
Sale considered
Appreciated property; what should this wealth do next?
02
Clarify goals
Income, control, involvement, family, estate.
03
Weigh the paths
The five directions below, which are not equivalents.
04
Professional review
Tax, legal, exchange, and financial counsel.
Potential paths
ADirect replacement propertyContinued direct ownership and management.
BDST consideration, where appropriateA passive, fractional beneficial interest.
CAnother qualifying real-property interestWhere applicable.
DSell without an exchangeRecognize the gain and reinvest differently.
ELonger-term planning considerationsSubject to structure and circumstances.
Illustrative client education prepared by Advisor Marketing Partners. Not a recommendation.
The DST explained

What the investor owns. What the sponsor controls. What should be understood.

Sponsor
Structures and manages the investment and related real estate operations.
The trust
The legal trust that owns the underlying real property.
Investor
Owns a beneficial interest, subject to the offering terms and risks, with limited control.
    Key tradeoffs
  • Illiquidity no ready market
  • Fees offering and management
  • Sponsor risk execution and control
  • Property risk asset performance
  • Suitability professional review
The 721 pathway

A potential 721 pathway is a sequence, not a promise.

Process Conditional Not guaranteed Professional review
Process
Direct property
Potential starting point.
Conditional
Qualifying exchange stage
Where applicable.
Not guaranteed
Potential contribution
Subject to structure, timing, and sponsor decisions.
Not guaranteed
Operating-partnership units
If a contribution occurs.
Professional review
Longer-term considerations
Liquidity, control, concentration, estate, and tax.

Not every DST provides or is expected to provide a 721 or UPREIT pathway.

The same discipline, across private markets.

Opportunity Zones

Timing, eligible gains, and exits, without leading with tax benefits.

Private real estate

Role, risks, horizon, and illiquidity in portfolio context.

Mineral rights

Ownership, income drivers, operator risk, and depletion.

Alternatives

Why a strategy is discussed and what questions remain.

The Advisor Marketing Review

See where the explanation becomes unclear.

A concise written assessment of how your expertise appears across the pages, profiles, and materials a referred prospect encounters.

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A working read, not a sales call.

The deliverable
Advisor Marketing Review
  • 01A 1–2 page written assessment
  • 02The three priority changes
  • 03One working session and a direct fit recommendation

Educational only. Not investment, tax, legal, or compliance advice, and not a recommendation. AMP is a positioning and marketing firm. Related reading: Insights and marketing for wealth management firms.