What We Do
Independent, institutional advisory across the tax-deferral and income strategies we help accredited investors evaluate and access.
Delaware Statutory Trusts
Passive, fractional ownership of institutional real estate that qualifies as 1031 replacement property — professionally managed, debt pre-arranged, and accessible at lower minimums than whole assets.
Strategy1031 Exchanges
Defer capital gains tax by exchanging investment property into like-kind real estate — including DSTs — within the IRS 45-day identification and 180-day closing deadlines.
Strategy721 Exchanges (UPREIT)
Contribute property or DST interests into a REIT's operating partnership in exchange for OP units — trading direct control for instant diversification and a potential path to liquidity.
StrategyOpportunity Zone Funds
Reinvest capital gains into a Qualified Opportunity Fund to defer tax now and — after a 10-year hold — eliminate tax on the fund's appreciation entirely.
StrategyMineral & Royalty Interests
Own direct, exchange-eligible interests in producing oil-and-gas minerals and royalties — a distinctive 1031 asset class with high current income and no operating obligations.
StrategyREITs
Own a diversified, professionally managed real estate portfolio through a Real Estate Investment Trust — from daily-liquid public REITs to non-traded REITs used in 721 UPREIT roll-ups.