Whether you have an interest in an exchange, are considering a capital gains tax deferral with opportunity zone funds, or are seeking private alternative real estate offerings, we welcome the chance to work with you to create a tailored and suitable strategy for your personal situation.

Our process begins with an initial meeting—whether by phone, in person, or virtually—to gain a thorough understanding of your objectives and the specifics of your exchange. This includes details such as the amount of sales proceeds, any existing debt on the sold property, and other relevant factors.

We value direct, in person communication over the impersonal nature of text messages or emails, believing that conversations strengthen relationships and are far more effective and time efficient. Our commitment to this approach reflects our belief in its benefits, although we are flexible and will adapt to your preferred mode of communication, whether that be via email, Zoom, or another platform.

Before we can recommend suitable options for your consideration, we will need to have a full understand of your financial situation, liquidity requirements, income needs, expectations, and your willingness to take on additional risk for potentially higher returns. Once we have this information, we will provide you with investment summaries and Private Placement Memorandums (PPMs) for your review. We will delve into the specifics together, address any questions you may have, and collaboratively determine the best portfolio allocation with you making the final decisions.

We offer a diverse range of real estate sectors to choose from, including triple net lease necessity retail, industrial properties, multifamily units, self-storage facilities, senior living communities, student housing, medical offices, hospitality properties, and even oil and gas royalties.