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Diversify with Alternative Investments

Distinct to our industry, we have access to an array of Alternative Investment products for diversification that are not available to the general public. Diversification is a core investing principle to mitigate risk. With alternatives, you may be able to obtain diversification of industry and geographical area.

Products are available for direct investment by investors meeting net worth and income standards, including:

  • Tax Mitigation Strategies* (We do not provide legal or tax advice. We only provide these services in collaboration with your legal or tax counsel.)
  • DST properties are available via 1031 exchange or cash. View inventory at
  • 721 UPREIT Exchange Properties
  • Conservation Easements
  • Wildlife Conservation Programs
  • Energy Programs
  • Tax-free Retirement Programs
  • Non-traded REITs
  • Private Equity Funds
  • Secured Corporate Debt
  • In addition to real estate, we use public securities, private securities, and insurance.

View Our Products

Financial Services and Wealth Strategies