Your 1031 Exchange Replacement Property Partner
Our sole purpose is to guide real estate investors through the 1031 Exchange process. Armed with a deep understanding of our clients’ unique needs and goals, we help identify and secure replacement properties that align with the legacy they want their investments to build.
We’re wholeheartedly dedicated to helping investors achieve success and build their investment legacy
Our unique combination of focus and qualifications deliver unmatched benefits:
Manage risk and maximize benefits
Our team uniquely holds both real estate and securities licenses. This full-spectrum access and experience offers greater flexibility in exchange structures and helps minimize blind spots.
Access high-quality properties
Not only do our dual licenses unlock proprietary inventory, but we also hold the highest of standards for our sponsors and properties, ensuring we provide the best options to help position investors for success.
Tap into our 30+ years of knowledge and experience
Our singular focus on 1031 Exchange replacement properties and our dedication to ongoing education and industry advancements means we’re poised to best serve our clients’ specific needs.
Enjoy an unparalleled standard of service
Our innovative, collaborative approach allows us to understand our clients’ unique goals and provide them with a remarkable level of individualized guidance and service.
For investors
You know the legacy you want your investments to build, we know the path to help you get there. Our focus is helping you identify and secure the right replacement properties, while addressing any uncertainty and confusion throughout the 1031 Exchange process.
For advisors
Entering the 1031 Exchange landscape without the right guidance can lead to unnecessary risk, higher costs, and missed opportunities for your clients. Our sole focus is guiding you and your clients through this complex process to help identify and secure the right replacement properties.
Uniquely qualified
Our 30+ year legacy is built on a foundation of knowledge, innovation, and success.
Our unique combination of real estate and securities licensing along with our 30+ years of experience with commercial real estate on both the lending and acquisition side allow us to provide knowledgeable guidance tailored to the individual needs of our clients.
We work with leading sponsors to provide our clients with high-quality replacement property options.
With innovation at the heart of our business, we’ve used each of our 200+ successfully completed transactions as an opportunity to continuously improve our processes and set an unmatched standard of service.
What our clients and partners say
