How We Support CPAs

You’ve made the commitment to help your clients plan for their future. We’re here to help with that commitment and make the experience seamless. Here’s how we do it.

  • For your clients who own investment property, we provide an investment solution that is 1031 Exchange-eligible, allowing them to defer capital gains taxes, retain their principal, and invest in a tax-deferred, diversified solution. 1
  • By helping to match risk tolerance and investment objectives to the individual investor, we build a portfolio comprised of Delaware Statutory Trusts (DSTs) that is tailored to each client, and simpler for you to manage.
  • We have strategic partnerships with Sponsors all over the country, giving you access to DST solutions in the form of a diversified portfolio.
  • Our due diligence process and our access to a variety of DSTs on the market helps you to ensure that your clients’ best interest can be achieved.

1 Costs associated with a 1031 transaction may impact investor's returns and may outweigh the tax benefits.