FOR ACCREDITED INVESTORS - POWERED BY ALTNVEST

The Investment Platform Most Investors Never Get to See

Altnvest is built for investment professionals — 100+ institutional offerings, 80+ sponsors, real-time equity availability. Individual investors can't get a login. Carmona Wealth clients get something better: an advisor working the entire marketplace on their behalf.

The Platform Advantage

What our advisors see when building your portfolio:

Offerings on the platform

100+

Integrated sponsors

80+

Equity & reservation tracking

Real-time

Portfolios

Custom Built

Altnvest is a professional platform for investment advisors. Carmona Wealth clients benefit from its nationwide offering visibility through their advisor.

RECOGNIZED BY

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YOUR ACCESS ADVANTAGE

One Platform. The Entire Alternative Market.

Most investors only ever see the offerings a single firm chooses to show them. Through our partnership with Altnvest, Carmona Wealth advisors work from a fully integrated, nationwide platform — so your portfolio is built from the whole market, not a shelf.

I. Nationwide Offering Visibility

Our advisors filter 100+ live offerings across sponsors nationwide to zero in on the investments best suited to your goals, timeline, and risk tolerance.

II. Real-Time Equity & Availability

Equity and reservation tracking means we know what's available the moment you need it — critical when a 1031 exchange deadline is running.

III. Custom Client Portfolios

We build investment portfolios tailored to your circumstances, drawing on current sponsor materials, offering documents, and due diligence information in one place.

Why Consider Alternative Investments

Institutional-quality strategies can play a meaningful role in a well-diversified portfolio — often overlooked, frequently underutilized.

Increase Passive Income

Access institutional-quality investments designed to produce consistent cash flow with reduced day-to-day management responsibilities.

Improve Tax Efficiency

Incorporate specialized strategies that may help reduce taxes, preserve capital, and enhance after-tax returns.

Enhance Diversification

Expand beyond traditional stocks and bonds with investments that may reduce overall portfolio volatility.

Pursue Risk-Adjusted Returns

Access private market opportunities with the potential to deliver compelling long-term income and growth.

Schedule Your Private Consultation

Tell us where you are — completing an exchange, exploring alternatives, or planning ahead — and an advisor will reach out to walk through your options and what the Altnvest platform surfaces for your situation.

  • $2.5B+ in transactions guided by our team

  • Independent — no proprietary products, no sales quotas

  • Specialized in 1031 exchanges, DSTs, and tax mitigation

  • Check our advisors' background on FINRA's BrokerCheck

  • Serving accredited investors nationwide from San Juan Capistrano, CA

Prefer to talk now? Call (818) 206-7550

© 2026 Carmona Wealth. All rights reserved

Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Carmona Wealth.

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.


Check the background of this firm/Carmona Wealth advisors on FINRA’s BrokerCheck.

Real Estate / 1031 Risk Disclosure: There’s no guarantee any strategy will be successful or achieve investment objectives; All real estate investments have the potential to lose value during the life of the investments; The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; All financed real estate investments have potential for foreclosure; These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments; If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits; Tax benefits are not guaranteed and are subject to changes in the tax code.