Real Estate
1031 DSTs
Whether you’ve sold one property or a dozen, you probably know that any gains from appreciation are taxable—usually somewhere between 15% and 35%. But with a properly structured 1031 exchange, you can defer those taxes and keep more of your equity working for you.
One option that’s growing in popularity is the Delaware Statutory Trust (DST). DSTs allow you to defer capital gains taxes while earning passive income—without the headaches of managing tenants, toilets, or trash. These properties are run by large, experienced real estate and financial firms, so you can step back and let the professionals handle the day-to-day.
DSTs also come with some great built-in advantages:
Minimum investments typically start at $100,000, so you can diversify across multiple properties or locations
You can continue to “swap till you drop,” using 1031 exchanges throughout your lifetime, and your heirs receive a step-up in basis
Many offerings include non-recourse debt, from 0% up to 85%, without you needing to qualify for a loan or put your name on anything personally
This flexibility means we can build a custom portfolio that meets both your income goals and any debt replacement needs.
Why investors like DSTs:
Defer capital gains taxes
Earn passive income with no landlord responsibilities
Gain access to high-quality, professionally managed properties
Diversify by geography and property type
Invest in tax-friendly states
Receive non-recourse debt without personal liability
Eliminate “boot” from your exchange
Enjoy a step-up in basis for your heirs
We specialize in 1031 exchange strategies—especially DSTs—and we’re happy to help walk you through what’s available and what makes the most sense for your situation. Give us a call when you’re ready to explore your options.
Private Real Estate Opportunities
Access Institutional-Quality Real Estate Without the Day-to-Day Hassle
If you’re an accredited investor looking to grow and diversify your wealth outside the public markets, private real estate might be one of the best-kept secrets out there.
We help investors access a wide range of professionally managed private real estate offerings—the kind traditionally reserved for institutions and ultra-high-net-worth families. These investments are designed to generate passive income, hedge against inflation, and provide long-term appreciation—without the stress of being a landlord.
You won’t be collecting rent checks, fixing plumbing issues, or chasing down contractors. These properties are managed by experienced sponsors and operators with deep expertise in each sector.
Here’s what you can invest in:
Multifamily housing – apartments in growing metro and suburban areas
Industrial – warehouses, distribution centers, and last-mile logistics
Retail – neighborhood shopping centers and necessity-based retail
Self-storage – a recession-resistant, cash-flowing asset class
Hospitality – boutique hotels, branded resort portfolios, and business travel hubs
Senior housing – independent and assisted living in high-demand areas
Single-family rental portfolios – build-to-rent and scattered site strategies
Most offerings have minimums starting around $50,000 to $100,000, and many include tax advantages such as depreciation, cost segregation, and in some cases, 1031 exchange eligibility.
Why investors choose private real estate:
Earn passive income and potential appreciation
Diversify across multiple property types and markets
Reduce exposure to stock market volatility
Access institutional-grade deals alongside experienced sponsors
Benefit from tax advantages and long-term planning strategies
No management responsibilities
Tailored portfolios that match your income, risk, and liquidity goals
We specialize in sourcing and evaluating private real estate opportunities from top-tier sponsors across the country. If you’re interested in adding real estate to your portfolio without all the management headaches, let’s talk. We’ll help you find investments that align with your goals and timeline.
Qualified Opportunity Zones
Turn Capital Gains into Long-Term Tax Benefits
If you’ve recently sold a business, property, or stock and triggered a capital gain, a Qualified Opportunity Zone (QOZ) investment could be a smart way to put that money back to work—while potentially reducing or even eliminating taxes in the process
QOZs were created to encourage investment in underserved communities across the U.S., and they come with unique tax incentives for accredited investors who reinvest capital gains into these designated areas.
Here’s what makes them attractive:
Defer capital gains taxes when you reinvest in a QOZ Fund
Potential for tax-free growth if you hold the investment for 10+ years
Allows five-year rolling deferral for QOZ investors starting with investments made after 12/31/2026
Provides a 10% basis step-up on the deferred capital gain if the QOZ investment is held for five years
Access to professionally managed real estate and business development projects
Invest in areas with strong demographic tailwinds and long-term growth potential
Opportunity Zone Funds typically invest in real estate like multifamily housing, commercial developments, senior living, or mixed-use projects—all within approved zones across the country. Some also include operating businesses.
Why investors consider QOZs:
Keep your capital gains working while deferring taxes
Potential to eliminate capital gains taxes on future appreciation
Invest in real estate without day-to-day management
Support economic development in emerging communities
Add a long-term growth engine to your portfolio
We help accredited investors identify well-structured QOZ opportunities backed by experienced sponsors with a clear vision and strong track record. If you’ve got a recent gain and want to explore if a QOZ fits your strategy, we’re happy to walk you through the options.
