— Curated Offerings

Institutionally Vetted.

Selectively Curated.

Private markets offer thousands of investment opportunities. Very few deserve your capital.

With more than two decades of experience underwriting, evaluating, and structuring alternative investments, we apply the same disciplined due diligence used by institutional investors before introducing any opportunity to our clients. Every investment is carefully evaluated for sponsor quality, asset fundamentals, capital structure, market dynamics, downside protection, and portfolio fit.

The properties depicted are examples only and are not currently available for investment. They are provided solely to illustrate the types of investment opportunities that may be available. Actual offerings, terms, and availability will vary.

Sample Offerings

Invest in Delaware Statutory Trusts, Passive 1031 Exchange Properties

Multifamily

Healthcare

Energy Infrastructure

Agriculture & Farmland

Manufactured Housing

Oil & Gas Mineral Rights

Self-Storage

Industrial/Logistics

Targeted Investment Sectors

Multifamily Housing
Healthcare & Medical Real Estate
Energy Infrastructure
Agricultural & Farmland
Infrastructure
Manufactured Housing Communities
Mineral Rights & Royalties
Self-Storage
Triple-Net-Leased (NNN) Properties
Industrial & Logistics
Build-to-Rent (BTR) Communities

Invest With Confidence

The opportunities we present aren't simply what's available—they're investments we believe are worthy of thoughtful consideration within a long-term wealth strategy.

We believe successful investing begins with owning high-quality assets that satisfy enduring economic needs—not chasing market trends.

Rather than concentrating on speculative or cyclical sectors, we prioritize investments backed by durable demand, resilient cash flows, and long-term demographic and economic trends. Our objective is to build thoughtfully diversified portfolios capable of generating reliable income while preserving capital through changing market cycles.

Alternative investments are no longer difficult to access. The real value lies in knowing how to evaluate them.

Our experience spans both sides of the private investment marketplace—from underwriting and structuring offerings to advising investors on portfolio construction and long-term wealth preservation. That perspective allows us to identify opportunities with discipline, ask the right questions, and help clients invest with confidence.

Specific investment opportunities are available exclusively to verified accredited investors following a private consultation and completion of applicable regulatory requirements. Nothing contained herein constitutes an offer to sell or a solicitation to purchase any security.

Services

1031 Exchange Solutions

Alternative Investments

Tax Mitigation Strategies

Wealth Advisory

Resources

1031 Exchange Rules

Properties

Educational Materials

Blog

FAQ

Investor Portal

Contact Us

  • (855) 378-3443

  • 29122 Rancho Viejo Rd, Ste 11

    San Juan Capistrano, CA 92675

© 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.


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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.