Sequent Real Estate + Wealth Management helps investors defer capital gains taxes and transition into passive income through 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT strategies. We specialize in guiding accredited investors and retirees through complex real estate exit planning, with a focus on long-term wealth preservation and tax efficiency.

What makes us different is our client-first, education-driven approach—combining deep financial planning expertise with direct access to institutional real estate offerings. Whether you're selling a rental property, simplifying your portfolio, or looking to build generational wealth, we provide customized, compliance-first solutions that align with your goals.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC.
Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor.
Sequent RE + WM is independent of CIS and CAM.