Licensed Fiduciary AdvisorsServing property owners & investors nationwide
Replacement properties

Institutional real estate, made passive.

A representative look at the DST and 1031 replacement properties our clients access — professionally managed, income-focused, and diversified across asset classes and markets.

All Asset ClassesMultifamilyIndustrial & LogisticsNet LeaseMedical OfficeSelf-Storage
Class A Multifamily

Sunbelt Residential

Garden-style and mid-rise apartment communities in high-growth metros.

Target Distribution4.5–5.5%
Min.$100K
Industrial & Logistics

Distribution Portfolio

Single- and multi-tenant logistics assets on long-term leases.

Target Distribution5.0–6.0%
Min.$100K
Net Lease Retail

Essential Retail

Necessity-based tenants on credit-backed NNN leases.

Target Distribution4.8–5.8%
Min.$100K
Medical Office

Healthcare Facilities

Purpose-built medical office leased to established providers.

Target Distribution5.0–6.0%
Min.$100K
Self-Storage

Storage Portfolio

Diversified self-storage facilities across multiple markets.

Target Distribution4.5–5.5%
Min.$100K
Diversified

Multi-Asset DST

A blend of asset types for broader diversification in one trust.

Target Distribution4.8–5.8%
Min.$100K

Representative offerings shown for illustration only. Specific availability changes frequently and is offered solely to accredited investors through private placement memoranda. Target distributions are projections, not guarantees, and all investments carry risk including loss of principal.

For accredited investors

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Availability changes weekly. Request today's curated list of DST and 1031 replacement offerings, with the details, targets, and structures that matter.

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