Personal Consultation

Align your assets
for the next chapter

Connect with a senior partner to explore advanced 1031 exchange and DST strategies. A confidential dialogue focused on mitigating tax liabilities and optimizing your real estate transition.

30–45 Minute Conversation

Plenty of time to cover your questions

Phone or Zoom

Your choice

No Obligation

Educational, not a sales pitch

Couple walking a coastal bluff trail above the sea

Prefer to speak now?

You'll reach the Archer team directly. No call centers, no obligation.

Call

+1 888-767-1031

Email Beth


Meet Your Advisor

Beth Veloz

Beth Veloz

CEO & Managing Member

Beth works with investment property owners who are evaluating DST and 1031 exchange strategies. Your consultation is a conversation with her directly, and an opportunity to discuss your goals, ask questions, and determine whether these strategies deserve a place in your planning.

Select an available time and you'll immediately receive a confirmation email with everything you need for the conversation.

The Conversation

What We'll Discuss

Every investor's situation is different, but most conversations focus on the same core questions.

Your Timeline

Whether a DST or 1031 exchange aligns with your timing, objectives, and long-term plans.

Your Property

How factors such as property type, equity, debt, and income goals influence available options.

Passive Ownership

How Delaware Statutory Trusts work and when they may be appropriate compared to direct ownership.

Long-Term Planning

How future planning, including potential 721 UPREIT strategies, may fit into your broader financial goals.

Who Should Schedule

This Conversation Is a Good Fit If...

Planning to transition out of day-to-day property management.

Evaluating replacement property options for a 1031 exchange.

Looking for passive income while maintaining real estate exposure.

Thinking about succession, estate planning, or long-term wealth preservation.

What Happens Next

Here's What to Expect

1

Understand Your Situation

We'll discuss your property, your goals, and where you are in the decision process.

2

Explore Your Options

We'll talk through strategies that may fit your objectives and answer your questions.

3

Determine Your Next Step

If it makes sense to continue, we'll outline possible next steps. If not, you'll still leave with greater clarity.

Good to Know

No Pressure. Just Helpful Guidance.

This consultation isn't a sales presentation or a commitment to invest.

It's simply an opportunity to ask questions, discuss your situation, and determine whether a DST or 1031 exchange strategy is worth exploring further.

Our goal is to help you make an informed decision, not to rush you toward one.

FAQ

Common Questions

What information should I have ready?

Can we discuss multiple properties or future planning?

Will we review specific DST investments?

Ready When You Are

Whether you're ready to move forward or simply looking for clarity, we're here to help you evaluate your options with confidence.