For CPAs & Estate Attorneys
We're your DST bench.
When a landowner client asks about deferring capital gains, we're the firm you can hand the ball to without worrying about how it's caught.
You've got a client selling land. You've calculated the tax exposure. You know a 1031 into a DST is worth exploring, but you don't have a sponsor relationship and you don't want the implementation risk.
That's where we come in. We do the sponsor selection, due diligence, suitability work, and execution. You stay on as the trusted advisor. Your client thanks you for the introduction.
We do not recommend products. We do not chase commissions. We work from the same independent fiduciary mindset you do, that's why our practice has been built almost entirely on professional referrals.
We bring disciplined underwriting and due diligence to every offering. Securities through Arkadios Capital, FINRA/SIPC. Iron Ridge BrokerCheck record available on request.