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Diversified Investment Strategies

Where you will find professional analysis backed by years of experience to ensure that your next investment is driven by an informed decision. Our expertise in handling 1031 Exchanges and investment solutions such as Delaware Statutory Trusts (DST’s), Triple Net (NNN), 721 UP-REIT Exchanges, Oil & Gas Royalties and other investment choices will give you options and enable you to make an educated decision – one that is right for your unique situation.

Million Equity Raised

Closed 1031 Exchanges

Years Combined Experience

Fractional RE Experience

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Basics of a 1031 Exchange

A 1031 Exchange seeks to preserve the value of your investment, and offers deferred Capital Gains and recaptured depreciation taxes, until the replacement property is sold with a completed 1031 Exchange.

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Sample Closed Properties

A 1031 Exchange preserves the value of your investment, and offers deferred Capital Gains and recaptured depreciation taxes, until the replacement property is sold with a completed 1031 Exchange.

Industrial Distribution Center
Las Vegas, NV
COMPLETED
Total Equity Invested
$27,658,402
Min Investment
$100k
Est. Hold Period
4 Years
Leverage
All Cash
Industrial Distribution Center
Retail Shopping Center
CO, NV, NY, TN
COMPLETED
Total Equity Invested
$20,450,593
Min Investment
$100k
Est. Hold Period
7-10 Years
Leverage
40.38%
Retail Shopping Center
Self Storage
CA, TN, TX, WI
COMPLETED
Total Equity Invested
$66,230,446
Min Investment
$100k
Est. Hold Period
7-10 Years
Leverage
51.74%
Self Storage
Multi-Family
Estero, FL
COMPLETED
Total Equity Invested
$26,175,000
Min Investment
$100k
Est. Hold Period
5-7 Years
Leverage
57.05%
Multi-Family

The closed properties shown are for example purposes only and are not available for investment. Future offerings will vary and may be significantly different than the examples shown.

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