An Integrated Approach
to real estate wealth management
Managing Real Estate & Private Investments requires specialized knowledge.
We proactively evaluate each aspect of these unique assets.
Real Estate Analysis
We develop diversified portfolios of passive real estate investments in Delaware Statutory Trust (DST) programs. This allows us to create a clear pathway to retirement from active property management and tailor each client’s DST real estate portfolio to their unique goals for income planning, retirement planning, and legacy planning.
We diversify portfolios across multiple asset classes of institutional-grade real estate. Economists and wealth managers have long held that investors can consistently achieve better outcomes by broadly diversifying their investments across multiple asset classes with complementary risk profiles. We see Real Estate the same way.
Life and real estate are dynamic, your plan should be as well.
All photos of properties are not representative of any specific investment.
Tax Planning
We believe successful investment planning integrates tax planning. With the help of our affiliated tax professionals, we integrate 1031 exchange and 721 upREIT tax strategies into the core of our investment planning approach.
These tax strategies allow us to shelter real estate assets from tax exposure while repositioning our clients’ wealth to optimize for current income, growth, and legacy planning.
Proactive tax planning allows us to begin with the end in mind.
Private Wealth Management
We build out Portfolios of Private Investments designed to complement our clients’ core real estate holdings. We focus on investments designed to reduce portfolio volatility and increase overall return, creating allocation models balanced with each client’s core real estate investment strategies.
This approach enables us to invest in dynamic sectors, positioned for long-term growth.
Creating confidence for your next adventure.
