Common pain points
- Need to fill the 200 percent basket with passive friendly assets.
- Desire diversification without exceeding identification cap.
- Need sponsor level diligence before executing DST subscriptions.
Asset Strategy
Blend Delaware Statutory Trust options with direct owned storage so passive investors keep scale.
Common pain points
What we deliver
Related services
Pair this service with complementary workflows to keep identification and diligence aligned.
NNN Replacement Property Identification
Curated shortlists of absolute and regular NNN assets where credit tenants absorb taxes, insurance, and upkeep.
Single Tenant Retail Acquisition Briefs
Asset briefs for quick service restaurant, pharmacy, dollar, and fuel operators.
Multifamily Reinvestment Briefs
Bridge multifamily sale proceeds into stable replacement income.
Industrial and Flex Net Lease Targeting
Source logistics, flex, and last mile industrial with tenant maintenance coverage.
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.
Secure intake
We respond quickly with next steps and a recommended path.