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Diversification is a fundamental strategy for managing risk and striving to optimize returns within an investment portfolio. One effective approach to achieving diversification is through alternative investments.
We offer a broad selection of alternative investment opportunities, including real estate funds, debt funds, Opportunity Zone Funds, and tax-mitigation strategies including oil and gas programs.
Specialized 1031 exchange solutions, including Delaware Statutory Trusts (DSTs) and the innovative Direct Title Security (DTS) structure, each designed to help investors defer capital gains taxes while benefiting from passive property management.
1031 Exchange Offerings

Defer capital gains tax on real estate investments as a strategy to seek to build wealth.

Alternative Funds

Take advantage of potential benefits that large institutions have been enjoying for decades.

Opportunity Zone Funds

Invest in promising communities, and work to make a positive impact at the same time.

Current 1031 Property Listings

Wolf Fork Minerals LLC

State : N/A

$ 22,010,526
Equity Offered

Energy (Oil and Gas)

0 %
LTV

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FREX DB SERIES I DST

State : N/A

$ 40,178,939
Equity Offered

Student Housing

47.1 %
LTV

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Secure Net Lease Industrial I DST

State : N/A

$ 21,930,000
Equity Offered

Industrial

48.25 %
LTV

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Starboard Bradley DST

State : N/A

$ 22,570,000
Equity Offered

Multifamily

46.09 %
LTV

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NexPoint Waterford DST

State : N/A

$ 31,360,817
Equity Offered

Multifamily

48.6 %
LTV

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BT Athens Student Housing DST

State : N/A

$ 37,725,000
Equity Offered

Student Housing

47.68 %
LTV

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Start exploring the opportunities that 1031 exchange and DST investments can offer for your financial future

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