Real Estate

We help Real Estate Professionals and investors make more informed and effective financial decisions

We know the real estate business!  We will help you make more informed and effective financial decisions...feel relieved, self-assured, empowered and confident about your overall wealth.

Let us discuss how we may add a benefit for you (or your client) to learn about tax-deferred investments

• 1031 Exchanges process
• Opportunity Zones
• Estate planning

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1031 Exchange DST Made Simple To Avoid Capital Gains Taxes

If you own a rental/land/commercial property, and you are looking to sell it, you are subject to the capital gains tax. With a 1031 Exchange DST you can avoid these capital gains taxes by using a qualified intermediary and investing the proceeds into a DST (Delaware Statutory Trust) and buying a fractional interest in a portfolio of rental income properties. 

We work the largest and most reputable DST sponsors in the industry. We can provide you the most recent DST portfolio of properties available. 

Our team help you through this process and help you avoid those high capital gains taxes. We will work with you through the entire process. 

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