Investment Solutions
Alternative investment strategies for accredited investors – including DST 1031 exchanges, private placements, oil & gas royalties, and wealth solutions.
DST 1031 Exchange
Replacement Properties
Delaware Statutory Trusts may allow accredited investors to defer capital gains taxes when selling investment real estate – without the burden of active property management.
- Potential capital gains tax deferral
- Passive ownership – no landlord responsibilities
- Access to institutional-grade real estate
- 45-day identification / 180-day close timeline
DSTs are illiquid, private placement securities. There is no guarantee of tax deferral. All real estate investments have the potential to lose value. For accredited investors only.
DST offerings are structured as private placements. Some investors also explore oil & gas royalty interests, which may also qualify for 1031 exchange treatment.
Private Placements
& Alternative Funds
Access private market investments – including real estate funds and other alternative strategies – typically unavailable through traditional brokerage accounts.
- Access to institutional-level private investments
- Potential portfolio diversification beyond public markets
- Multiple fund structures and strategies available
- Accredited investor verification required
Private placements are illiquid, speculative securities with no secondary market. Only for accredited investors. All investments involve risk of total loss.
Private placements include DST 1031 exchange properties and oil & gas investment programs.
Oil & Gas
Investment Services
Oil and gas royalty and working interest investments may offer certain tax advantages and income potential. These are high-risk, illiquid investments suitable only for eligible investors who understand the risks.
- Potential intangible drilling cost (IDC) deductions
- Possible royalty income from energy production
- Energy sector exposure and diversification
- High risk – full disclosure review required
Oil & gas investments are speculative and high risk. Political, geological, and market risks may eliminate all returns. These are illiquid private placements for accredited investors only.
Oil and gas royalty interests may qualify for 1031 exchanges. Most energy programs are offered as private placements.
Comprehensive
Wealth Solutions
A broader, coordinated approach to wealth preservation and tax efficiency. We work with your financial advisor bringing together multiple investment strategies to align with your long-term financial picture.
- Tax efficiency strategy coordination
- Multi-vehicle investment alignment
- Long-term wealth preservation focus
- Personalized representative-led planning
All investment strategies involve risk. Past performance is not indicative of future results. Always consult with your tax and legal professionals before investing.
Tax Strategies
Every investor’s tax situation is unique. We work alongside your CPA and tax professionals to explore strategies that may help reduce your current tax exposure – whether from a business sale, real estate transaction, or high earned income.
Who This Is For
- Capital gains offset – business sale, real estate sale, or asset sale
- Earned income offset strategies (W-2, K-1, 1099 income)
- Investors seeking to potentially reduce Adjusted Gross Income
- Roth Conversion planning and execution strategies
Potential Tools & Strategies
- Leveraged Bonus Depreciation programs
- 1031 Exchange into DST replacement properties
- Tax Equity Strategies with Charitable Donation option
- Oil & Gas Minerals Working Interest – Intangible Drilling Costs (IDCs)
- Opportunity Zone funds — potential capital gains deferral and exclusion (speculative, illiquid, long-term commitment required)
Tax strategies involve complex planning and depend on individual circumstances. There is no guarantee of tax savings. Always consult your tax advisor and legal counsel before implementing any strategy. All investments involve risk including potential loss of principal.
Opportunity Zone
Fund Investments
Qualified Opportunity Zone (QOZ) funds offer accredited investors a potential pathway to defer – and in some cases partially exclude – capital gains taxes by reinvesting proceeds into designated Opportunity Zones.
- Potential deferral of capital gains from prior asset sale
- Possible step-up in basis on the deferred gain
- Potential exclusion of appreciation on Opportunity Zone investment
- Investment in designated economically distressed communities
- Long-term hold required – typically 10+ years for full benefit
Opportunity Zone investments are speculative, illiquid, and long-term. There is no guarantee of investment return, tax benefits, or appreciation. Tax laws may change. Always consult your tax advisor before investing. For accredited investors only.
A resource for advisors, CPAs & realtors
Whether you are a Tax Advisor, CPA, Realtor, Financial Advisor, or Estate Attorney, we are always happy to provide education on investment options that may serve your clients’ goals and objectives. We work alongside you to offer expanded strategies for your clients, and we never step outside our lane.