Common Questions
Frequently Asked Questions
Whether you’re considering a 1031 exchange, evaluating a DST, or exploring other investment opportunities, it’s natural to have questions. Below are answers to the topics we discuss most often with investors. Because every situation is unique, we welcome the opportunity to discuss your specific circumstances.
Who do you work with?
We work with accredited investors who have accumulated meaningful wealth and are seeking thoughtful guidance around real estate, taxes, income planning, and legacy considerations. Many are navigating a major financial transition, such as a 1031 exchange, business sale, or significant liquidity event.
What is an accredited investor?
Accredited investors include individuals with a net worth exceeding $1 million (excluding their primary residence) or annual income exceeding $200,000 individually ($300,000 with a spouse or partner) in each of the two most recent years, with a reasonable expectation of reaching the same income level in the current year.
How are you compensated?
Compensation varies by service. We are transparent about every dollar — no hidden fees, no undisclosed commissions, no incentives to push one product over another. We will discuss this clearly before any engagement begins.
Do you sell proprietary products?
No. We are independent and not affiliated with any sponsor, fund, or product manufacturer. Every recommendation is sourced from the broader marketplace based on what we believe is right for you.
What is a Delaware Statutory Trust?
A DST is a legal structure that allows multiple investors to hold fractional interests in institutional-quality real estate. It qualifies as like-kind property for 1031 exchange purposes and offers passive ownership without management responsibility.
What is the minimum investment?
Minimums vary by offering. Most DSTs and private real estate funds have minimums between $100,000 and $250,000. We work with you to identify opportunities that align with your investable capital.
What is the time commitment for working with you?
Initial consultations typically take 30 to 60 minutes. Strategy development unfolds over several weeks. Ongoing relationships involve quarterly or semi-annual reviews — more frequently if circumstances warrant.
How do I know if a 1031 Exchange is right for me?
That is precisely the conversation to have before you sell. We are happy to walk through the considerations specific to your situation, with no obligation.
Enjoy What You’ve Built
You have spent years building your wealth. The next chapter should be about enjoying it with confidence. Whether your goal is dependable income, preserving family wealth, reducing taxes, or creating a lasting legacy — we’re ready when you are.