We specialize in helping investment real estate and vineyard/winery owners defer, and potentially save, taxes through #1031 exchanges of their properties. The approved replacement properties are institutional quality, potential income producing real estate held inside a passive vehicle called a Delaware Statutory Trust (DST), today's vehicle of choice for qualified investors who seek to have their money to work for them, so they don't have to.

Alternative investments, a.k.a. ALTS, and Private Placements (Reg D offerings) are financial assets that are utilized in addition to conventional stocks and bonds. Therefore, they are historically less correlated to the volatility and  uncertainty of stock markets. Knowledgeable Investors often consider them attractive diversification options. While Alts take many forms, we focus primarily on diversified real estate strategies for  possible income and potential tax and appreciation benefits. While traditionally aimed at institutions, we make them accessible to qualified retail investors via alternative funds and specialized trusts.

We assist a select number of clients in the management of their investment portfolios and real estate holdings. Those services are designed with the goal to preserve capital, mitigate risks, and optimize asset values and cash flow in the long run. We also provide advanced real estate and tax consulting services on an "as needed" basis. As a result of our input and guidance, we help clients make better, more informed financial decisions.