Meet Joseph E. Vesey
1031 Exchange Specialist ~ Financial Advisor
Fee-only fiduciary and DST advisor guiding 1031 exchanges and DST investments.
Based in Tampa, Florida, working with property owners and investors nationwide.
Our Story
Joseph E. Vesey
From helping our own families navigate complex property exchanges to serving clients nationwide, our story is rooted in genuine relationships and fiduciary responsibility.
Joseph “Joe” Vesey is a fiduciary, fee-only advisor who helps clients across the country navigate 1031 exchanges and build diversified investment portfolios with confidence. He is known for bringing clarity to complex decisions and for offering thoughtful, straightforward guidance tailored to each client’s goals.
Florida Office:
2614 Sylvan Ramble Ct
Wesley Chapel, FL 33544
Phone: 952-300-5865
About Joe Vesey, 1031 Exchange Specialist
Originally from Minnesota and a graduate of the University of Minnesota in Minneapolis, Joe built his expertise in 1031 exchanges through years of hands-on experience at a national Qualified Intermediary, where he helped facilitate hundreds of successful exchanges. That background gives him a practical understanding of the technical details that can make or break an exchange, and it allows him to help clients avoid common pitfalls while identifying smart, tax-efficient investment opportunities. Joe takes a consultative approach to every relationship, listening carefully, asking the right questions, and creating solutions designed around each client’s unique circumstances and long-term vision.
Joe has been married to his wife, Angie, for over 32 years, and together they have two adult children. Joe and Angie now call Tampa, Florida home. When he’s not working with clients, Joe enjoys cheering on the Minnesota Vikings and staying active at his local F45 gym. If you’re considering a 1031 exchange and want to explore passive investment options, Joe would welcome the opportunity to learn more about your goals and help you evaluate the right path forward.
1031 Exchange Advisory and DST Advisor Services
- 1031 Exchange Advisory – Strategic planning and execution for all exchange types
- DST Investment Selection – Independent access to Delaware Statutory Trust offerings, compared against your goals
- Alternative Investment Solutions – Solutions outside of DSTs that qualify as like-kind replacement property
- Tax Strategy Coordination – Working with your CPA and attorney so the exchange fits the wider plan
Our Approach
An Independent, Fee-Only Approach to 1031 Exchanges
Our team brings together decades of experience across real estate investment, finance, and comprehensive wealth management. What unites them isn’t just their expertise, it’s their shared commitment to doing what’s right for clients, regardless of commission structures or sponsor relationships.
Each member of our team has chosen to work in the fiduciary model because they’ve seen firsthand how conflicts of interest can erode client outcomes. They’re here to change that narrative, one exchange at a time.
Expertise Meets Integrity
Committed to Your Success
Behind every successful exchange stands a dedicated professional who combines deep technical knowledge with genuine care for client outcomes. Bringing together specialists in agricultural property transitions, multi-generational wealth planning, complex exchange structures, and institutional investment analysis.
Our advisors bring specialized expertise in:
- Agricultural property transitions
- Multi-generational wealth planning
- Complex exchange structures
- DST investment analysis
- Tax-efficient strategies
Serving 1031 Exchange Investors Across the United States
- Diverse Ag Property Transactions
- Complex Commercial Real Estate Transactions
- Strategic Land Portfolio Consolidations
- Multi-Generational Planning
Our Fiduciary Difference
Your Success is Our Only Measure
Our commitment to you begins with our fiduciary duty but extends far beyond legal obligations. We pledge to provide unbiased access to all available DST options, not just those from preferred sponsors. Every dollar of sponsor commission will be credited back to your exchange, increasing your investment equity.
Throughout your exchange, you’ll receive transparent, conflict-free guidance with no hidden fees or surprise costs. During critical deadlines, our team provides rapid response to ensure your exchange stays on track. This isn’t just our promise, it’s our daily practice, verified by hundreds of successful exchanges and long-term client relationships.
What we offer:
- Always act as your fiduciary, putting your interests first
- Provide unbiased access to all available DST options
- Credit all sponsor commissions back to your exchange
- Deliver transparent, conflict-free guidance at every step
- Respond promptly during critical exchange deadlines
Common Questions
1031 Exchange and DST Questions, Answered
Who can advise me on a 1031 exchange?
A 1031 exchange usually involves a small team: a Qualified Intermediary to hold the sale proceeds, your CPA or tax advisor for the tax picture, and a licensed financial advisor when the replacement options include Delaware Statutory Trusts. Joe Vesey works as a fee-only fiduciary alongside your tax professionals to coordinate the investment side of the exchange.
Can a 1031 exchange go into a DST?
In most cases, yes. A beneficial interest in a Delaware Statutory Trust (DST) that is structured to meet IRS requirements is treated as like-kind real estate for Section 1031 purposes, so an investor can exchange into one or more DSTs for passive, professionally managed ownership. Joe helps compare available DST offerings against your goals, timeline and risk tolerance.
What are the 1031 exchange deadlines?
Two deadlines run at the same time from the day the relinquished property closes: 45 days to identify replacement property in writing and 180 days to complete the purchase. Joe has helped to facilitate hundreds of exchanges, and he can assist in making sure that you meet these critical deadlines. As a DST advisor, he can also compare DST replacement options with you before the sale closes.
What does fee-only mean for a 1031 exchange advisor?
Fee-only means the advisor is compensated directly by the client rather than through commissions on the products selected, so the recommendation is not tied to any sponsor or offering. As a fiduciary, Joe is also obligated to put the client’s interest first.
Let's Chat
Speak with Joe About Your 1031 Exchange
Whether you’re a property owner exploring options, a land professional seeking a trusted partner, or a Qualified Intermediary looking for reliable DST expertise, we’re here to help. I am always available to discuss your specific situation and show how our fiduciary approach can make a meaningful difference in your exchange outcomes.
Florida Office, Wesley Chapel (Tampa Bay)
2614 Sylvan Ramble Ct
Wesley Chapel, FL 33544
Phone: 952-300-5865