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Simplified Ownership

Our professional sponsors offer passive real estate investments for those seeking to retire from the three T's


Tenants, Toilets & Trash!

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Key in the Lock

Turn-Key Offerings

Passive fractional ownership provides investors the ability to enter programs with lower minimums.


This may allow for greater diversification by property type, geography and tenant.

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Custom Portfolios

Portfolios are constructed through market research and due diligence. 

We seek to acquire reasonably priced, high quality properties or value add opportunities; located in the path of economic stability and growth.

Strategies Designed For Each Unique Situation

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With decades of experience in real estate and extensive knowledge on the use of Internal Revenue Code tax programs; we advise clients on efficient transitions of capital and ownership.  Whether it is building components of a diversified portfolio, securing high grade real estate for an IRC Section 1031 exchange or property development within a Qualified Opportunity Zone, no objective is too complex.
Industrial Building
Acquire institutional grade real estate

  • Access institutional grade real estate diversified by properties, tenants, type and geography

  • Transition to turn-key programs that provide passive ownership with the objective of durable income

  • Establish an initial cost basis without recourse to property debt

  • Participate in the development of Qualified Opportunity Zones

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Maximize tax-advantaged solutions

  • Defer taxes on the sale of property that has a low-cost basis with capital gains and depreciation recapture

  • Provide a stepped-up cost basis for beneficiaries to permanently defer capital gains taxes

  • Gain a step-up in cost basis or exclusion of gains from developments within Qualified Opportunity Zones

  • Create a legacy plan for real estate holdings to provide fractional ownership for multiple beneficiaries

  • Replace management intensive properties with passive investments for beneficiaries seeking to shed ownership responsibilities

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Adapt to lifestyle changes

  • Convert real estate portfolios from management intensive to passive investment

  • Provide professional management for beneficiaries of inherited property

  • Segregate appreciated real estate holdings for partnerships, corporations and individuals

1031 Exchange Resource Center

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