Sequent Real Estate + Wealth Management
Specialties:
Commission/Fee Based, Estate Planning, Fee-Only, Retirement Planning, Wealth Management
Sequent Real Estate + Wealth Management empowers accredited investors and retirees with an integrated, holistic approach to real estate exit planning and ongoing portfolio oversight. Leveraging our dual expertise in sophisticated tax-deferral vehicles—1031 exchanges, Delaware Statutory Trusts (DSTs) and 721 UPREIT structures—plus comprehensive wealth management services, we help you:
-Defer capital gains and transition your holdings into passive income streams.
-Optimize retirement distributions through tax-efficient cash-flow planning.
-Diversify and rebalance across real estate, equities, fixed income and alternative assets.
-Implement estate-conserving strategies that preserve generational wealth.
What truly differentiates Sequent is our client-first, education-driven ethos. We combine deep financial planning acumen—covering risk management, liquidity mapping, and retirement income modeling—with direct access to institutional-grade real estate offerings. Whether you’re selling a rental property, consolidating positions for simplicity, or engineering a multi-generational legacy, our compliance-first solutions are bespoke, transparent and aligned with your long-term objectives.
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.
Disclosures:
Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor.
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.