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An accredited investor is an individual with a net worth of at least $1,000,000 (excluding the equity in your home) OR net income the last two years of $200,000 or greater ($300,000 if joint income with spouse) with an expectation of equal or greater earnings in the current year.

Client Testimonials

Client centered customer service, hard work and professionalism is what distinguishes us in the marketplace.

  • Client In West VirginiaClient In West Virginia

    Great thank you! We appreciate everything you and your team does for us! Have a beautiful day!

    - Client In West Virginia

  • Client In West Palm Beach, FloridaClient In West Palm Beach, Florida

    Wonderful and I am delighted that is all done! Thank you for keeping us on the right path, Christina. You have been terrific.

    - Client In West Palm Beach, Florida

  • Client In Berkeley, CaliforniaClient In Berkeley, California

    Thanks for making the process painless.

    - Client In Berkeley, California

  • Multifamily Investors in CaliforniaMultifamily Investors in California

    We’re very grateful for the introduction to you as well. We appreciate your hard work, and your patience and guidance.You’ve been awesome to work with, you actually made the process enjoyable!

    - Multifamily Investors in Anaheim, California.

  • 1031 Exchange Investor, Orange County1031 Exchange Investor, Orange County

    Thanks. We want to be here to spend the money you have worked so hard to earn for us. Thanks for all you do and be safe.

    - Investor in Costa Mesa, California

  • 1031 Exchange Miami1031 Exchange Miami

    Hi Christina,
    Thank you so much for the closing docs for the latest 1031! You have been so helpful during all of these transactions and Mom & I both really appreciate it!

    Stay healthy and let me know if you need anything else from us. Have a great evening!

    - Investor in West Palm Beach, Florida

  • 1031 DST Exchange Hamptons New York1031 DST Exchange Hamptons New York

    "Hello Christina, Thank you for the final summary and also for sending us the current DSR’s that have come up. It’s interesting for us to look thru.

    It has been a real pleasure working with you on this portfolio. Your attention to detail and responsiveness was amazing. I always felt that I could call you with any questions and you never rushed me off the phone and very patiently explained anything we needed to understand better. And we really appreciate you paying such close attention to our LTV needs and running the different numbers till the end and finding the absolute best path for us. You really took all the stress out of the whole process! Thank you so much!"

    - Investor in The Hamptons, NY

  • 1031 DST Exchange Oklahoma1031 DST Exchange Oklahoma

    "Hi Christina, thank you very much for your efforts."
    - Investor in Oklahoma

  • 1031 DST Exchange Washington1031 DST Exchange Washington

    "Hi Christina, Thank you for all of your efforts in keeping us on track during this process. We really appreciate your help."
    - Investor in Washington

  • 1031 DST Exchange New Jersey1031 DST Exchange New Jersey

    "Thank you, Christina! Your help is greatly appreciated as always."
    - Investor in New Jersey

Interested in a 1031 DST Property for Your 1031 Exchange?

Interested in current 1031 DST Properties for sale that qualify as a tax-deferred exchange? We can help you find the right 1031 DST property for your 1031 Exchange.

(949) 722-1031