Who We Serve


WHO WE WORK WITH

Investment Solutions for Your Real Estate Success

We aim to serve investment property owners and real estate, tax and financial professionals by giving them industry insights, Investment Property Wealth Management services and tax-advantaged real estate solutions backed by technology and years of experience.


Our clients deserve a smarter process for DST investing that helps them unlock the potential within their estate portfolios, allowing them to better prepare for the future and enjoy their lifestyle.

WANT TO OPTIMIZE YOUR RETURNS?

Property Owners Looking to Unlock Their Investments

We help real estate investment property owners and accredited investors diversify their portfolios and unlock the potential in their investments with simplified processes.

WANT ACCESS TO DST ADVICE AND TECHNOLOGY?

Are You a Trusted Advisor Looking to Better Serve Your  Clients?

We partner with trusted advisors to help them serve their clients with DST advising and technology-backed solutions. We work with:

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