Co-Founder & Senior Financial Advisor 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. 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.
0
Deals shared
0
Currently owned
0
Total units
No deals shared yet.
Member since 2025 · 0 badges earned
0
Forum posts
0
Best replies
0
Reputation
No recent contributions yet.
Peter doesn't have any references yet.