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DST Sponsor Profiles
SPONSOR HIGHLIGHTS
Having been in the role of helping investors with their hard earned wealth we understand the importance of choosing the right sponsor(s) to be the guardian of your wealth. Investors are looking for Stability (stability of income and preservation of capital), Presentation of leasehold income, and Growth. Choosing the right sponsor to fill this role should not be chose lightly. When selecting a sponsor you are investing in the people, their track record and their balance sheet. Not all are created equal.
We look forward to assisting our clients navigate through the process and choosing the right 1031 solution to fit their needs.
SPONSORS
Passco Companies, LLC
Passco Companies is a real estate investment company specializing in the acquisition, development and management of multifamily and commercial properties throughout the United States. Through leveraging decades of experience through market cycles, unparalleled insight and deep industry relationships, Passco has become a leading provider of 1031 exchange real estate investment opportunities. The company has completed over $8 billion in acquisitions with $4 billion in assets currently under management. Passco Companies, headquartered in Irvine, California, is directed by a team of dedicated senior real estate veterans who, collectively, have acquired over $30 billion in investment real estate projects. More than 14 of its employees have celebrated their 20+ year work anniversaries, and 30% of the team has been with the company for more than 10 years. Passco has achieved multiple “Best Place to Work,” “Fastest Growing Company” and “Top Companies Honors.” Annually, Passco donates generously to charities benefiting education, medical research, family and children’s services and veterans.
- Founded in 1998
- Currently operating in 15 states
- 14,516 multifamily units managed
- $4 billion assets under management
- 7,000+ investors worldwide
- Exceeding $8 billion in acquisitions
* Current as of February 2024
AEI
Founded in 1970, AEI Capital Corporation is one of America’s most experienced sponsors of net lease commercial property income funds and DSTs. AEI brings decades of professional expertise to the acquisition and management of net leased property investment opportunities. Its investment philosophy is built upon one simple principle: Own well-located commercial real estate – without debt – leased to high-net-worth corporate tenants under long-term net leases. The company believes its debt-free approach to commercial real estate ownership provides an investment opportunity that can provide attractive returns and capital preservation. Its decades of commercial net leased property investing have brought a wealth of expertise to the management of AEI net lease funds, and its executive leadership team has more than 100 years of financial management experience at AEI alone.
- Founded in 1970
- Performed first 1031 exchange in 1992
- $1.56 billion of investor equity since inception
- 150 real estate offerings
- 514 properties acquired
- 236 properties under management
- Operating in 44 states
* Current as of February 2024
NEXPOINT
NexPoint is a Dallas-based, multi-billion-dollar alternative investment platform comprised of a group of investment advisers and sponsors, a broker-dealer and a suite of related investment vehicles. The platform provides differentiated access to alternatives through a range of offerings, including public and private real estate investment trusts, tax advantaged real estate vehicles, closed-end funds, open-end funds, interval funds and a business development company. NexPoint is part of a network of affiliates with expertise across the asset management and financial services spaces. Aside from its business offerings, NexPoint is deeply committed to philanthropic causes that benefit the Dallas, Texas, community. Over the years, the investment advisor has provided support to the Perot Museum of Natural Science, the Dallas Zoo, the George W. Bush Presidential Center and more.
- Founded in 2012
- $19.8 billion in gross real estate acquisitions
- $14.6 billion in assets under management
- $461.7 million in real estate transaction in the last 12 months
* Current as of February 2024
RK Properties
RK Properties was founded in 1976 by William Rance King, Jr. (RK). RK acquires properties with the objective of growth in value as a result of aggressive property management, including property improvements, revenue increases and cost-efficient operations. Its portfolio of multifamily investment properties spans across the United States, ranging from apartment communities to townhomes with a large variety of amenities and locations to choose from. RK Properties differentiates itself from competitors with the skill and expertise of its management. As a result, RK Properties has produced a consistent, successful performance record in apartment investing. With over 147 properties that have gone full cycle, RK Properties demonstrates consistent management performance.
- Founded in 1976
- Currently operating in 7 states
- Over $3 billion in acquisitions
- Served more than 7,000 investors since inception
- Over $1 billion in assets under management
* Current as of February 2024
Bluerock
Formed in 2010, Bluerock Capital Markets (BCM) is comprised of highly seasoned, multi-decade securities professionals and is an established industry leader in equity capital raise for Bluerock sponsored funds. BCM seeks to provide educational information, consultative support and operational service related to real estate, credit and alternative investment opportunities for financial advisors and their clients. BCM distributes a broad range of institutionally structured alternative investment products through an extensive selling group of banks, trust companies, independent broker dealers, regional member firms, wirehouse firms, registered investment advisors, family offices and institutional investors. Bluerock principals have a collective 100+ years of investing experience with more than $48 billion real estate and capital markets experience and have helped launch leading private and public company platforms.
- Founded in 2010
- $14 billion+ of acquired and managed assets
* Current as of February 2024
Exchange Right
ExchangeRight pursues its passion to empower people to be secure, free and generous by providing REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight’s inception. The company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties shadow-anchored by strong-performing grocery tenants. ExchangeRight’s principals employ over 50 years of combined expertise in real estate, analysis, tax structuring and wealth management.
- Currently operating in 47 states
- Invested across 1,200+ properties
- Over $5.8 billion assets under management
* Current as of February 2024
Go Store It
Go Store It Partners is a real estate investment company focused on the development, acquisition and management of self-storage assets throughout the country. Currently, Go Store It Partners owns and manages over 2,000,000 square feet of storage space and over 17,000 storage units. Go Store It Partners also has another 300,000 square feet of storage space in various stages of development totaling over 4,000 units. Go Store It Partners has offices in Charlotte, Charleston and Nashville. The self-storage industry is one of the fastest growing sectors of the United States commercial real estate industry over the last forty years. This industry is considered to be recession resistant due to its performance since the economic recession of September 2008.
· Founded in 2013
· Over 2 million square feet of storage space
· Over 17,000 storage units
* Current as of February 2024
Inland Private Capital
Inland Private Capital Corporation (IPC) is considered an industry leader in securitized 1031 exchange transactions. A subsidiary of Inland Real Estate Investment Corporation (Inland Investments) and a part of The Inland Real Estate Group of Companies, Inc. (Inland), IPC offers multiple-owner, tax-focused, private placement investments for accredited investors seeking replacement property for an IRS Section 1031 exchange, as well as Qualified Opportunity Zone opportunities. As part of The Inland Real Estate Group of Companies, Inc., IPC leverages the breadth and depth of Inland’s wide range of real estate experts through a collaborative approach.
When IPC brings products to investors, this competitive advantage shines through all stages of real estate, including acquisition, securitization, management and disposition. IPC’s management team has substantial experience in all aspects of acquiring, owning, managing, operating and financing commercial real estate across diverse asset types. It has been recognized as a Top Workforce for three years in a row by the Chicago Tribune.
· Founded in 1968
· 823 sponsored programs
· 490,000 investors
· $15 billion in managed assets
· $16.2 billion in acquisitions
* Current as of February 2024
Cantor Fitzgerald
Cantor Fitzgerald, with over 12,500 employees, is a leading global financial services group at the forefront of financial and technological innovation and has been a proven and resilient leader for over 79 years. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income, equities, capital markets, investment banking, SPAC underwriting and PIPE placements, prime brokerage, commercial real estate, infrastructure and for its global distribution platform. Since 2008, Cantor Fitzgerald has invested more than $2 billion in building its vertically integrated commercial real estate investment, finance and brokerage businesses providing unique insight into every phase of a real estate transaction. In 2022, Cantor Fitzgerald completed approximately $118 billion of total real assets transactions and since 2018, its global investment banking team completed approximately $25 billion of infrastructure transactions. The current real assets and private markets platform includes interval funds, non-traded REITs, 1031 and 721 exchange vehicles, qualified opportunity zone funds, and other private placements and customized solutions.
· Founded in 1945
· Offices in 32 cities across North America, Europe, Asia Pacific and the Middle East
· $25 billion of infrastructure transactions
* Current as of February 2024
Starboard Realty Advisors, LLC
Cantor Fitzgerald, with over 12,500 employees, is a leading global financial services group at the forefront of financial and technological innovation and has been a proven and resilient leader for over 79 years. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income, equities, capital markets, investment banking, SPAC underwriting and PIPE placements, prime brokerage, commercial real estate, infrastructure and for its global distribution platform. Since 2008, Cantor Fitzgerald has invested more than $2 billion in building its vertically integrated commercial real estate investment, finance and brokerage businesses providing unique insight into every phase of a real estate transaction. In 2022, Cantor Fitzgerald completed approximately $118 billion of total real assets transactions and since 2018, its global investment banking team completed approximately $25 billion of infrastructure transactions. The current real assets and private markets platform includes interval funds, non-traded REITs, 1031 and 721 exchange vehicles, qualified opportunity zone funds, and other private placements and customized solutions.
· Founded in 1945
· Offices in 32 cities across North America, Europe, Asia Pacific and the Middle East
· $25 billion of infrastructure transactions
* Current as of February 2024
JLL
JLL is a world leader in real estate services. JLL Exchange buys, builds, occupies and invests in a variety of assets, including industrial, commercial, retail, residential and hotel real estate. JLL Exchange manages over 4.6 billion square feet in property and facilities and has 37,500 leasing transactions with 1.07 billion square feet leased. For over 200 years JLL, a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with annual revenue of $20.9 billion and operations in over 80 countries, its more than 105,000 employees bring the power of a global platform combined with local expertise.
JLL Exchange is known not only for their excellence of service, but their commitment to bettering our world. With numerous awards to their name, some highlights include receiving the Energy Star Sustained Excellence Award from the U.S. Environmental Protection Agency eight years in a row, making Ethisphere Institute’s list of the World’s Most Ethical Companies thirteen years in a row and appearing on Fortune Magazine’s list of the World’s Most Admired Companies three years in a row.
· 4.6 billion square feet managed in property and facilities management
· 37,500 leasing transactions, totaling 1.07 billion square feet leased
· 97,957 hours spent volunteering in local communities
· $5,325,935 in charitable contributions
· 239,749 metrics tons of CO2 conserved
Current as of February 2024
Ares
As a catalyst for shared prosperity and a better future, Ares seeks to lead the alternative investment industry, both in terms of generating returns and making a lasting positive impact. Its growth in becoming one of the largest alternative investment managers is aligned with this vision and is a testament to shared values, an experienced management team and focus on performance and high-quality investor base, which includes large pension funds, insurance companies, banks and private banks, sovereign wealth funds and university endowments. As trusted stewards, its mission is to invest to help businesses flourish and create enduring value for all stakeholders. It provide flexible capitals to established businesses across the credit, private equity, real estate and infrastructure asset classes
· Founded in 1997
· 35+ global office
· $419 billion assets under management
· 2,300 direct institutional relationships
· $40.2 billion market capitalization
· 2,850 employees
* Current as of February 2024