Your Partner in Passive Real Estate
We provide investors with the potential for all the benefits of real estate investing without the headaches of property management. Armed with a deep understanding of our clients’ unique needs and goals, we customize passive real estate investment plans that align with the legacy they want 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 unique combination of both real estate and securities licensing delivers full-spectrum expertise, provides greater flexibility in exchange structures, helps minimize blind spots, and ensures we guide investors in making results-driven decisions.
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 passive real estate investment 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 and unwavering focus on the client experience 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 sole focus is helping you identify and take action on a passive real estate investment strategy aligned with your unique goals, while addressing any uncertainty and confusion along the way.
For advisors
Entering the passive real estate investment landscape without the right guidance can lead to unnecessary risk, higher costs, and missed opportunities for your clients. We’re here to guide you and your clients through all the options, regulations, and intricacies of this complex space.
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
