Real Estate Investing / Private Placement Alternatives

When suitable, we may consider the following real estate and private placement strategies. These solutions are executed by our network of trusted fund sponsors that we have conducted due diligence upon and maintain deep working relationships with.

  • Delaware Statutory Trusts / 1031 Exchanges
  • Senior housing development
  • Apartment community upgrades
  • Multi-family unit development
  • Non-traded Real Estate Investment Trusts (REITs)
  • Acquisition, upgrade, and eventual sale of hospitality properties
  • Grocery-Anchored retail
  • E-commerce/Industrial warehouse
  • Tax-advantaged energy and drilling programs
  • Oil and gas royalty income
  • Opportunity zone funds