Advise real estate investment property owners on fractional ownership interests in Class A properties nationwide as part of their 1031 tax deferred exchange planning. We put them in the properties.


I have twenty years experience advising individuals on investment and estate planning needs.  I specialize in private placements into Class A real estate properties nationwide.  My clients sell their existing appreciated "Investment Property" and then move the funds through my firm into co-ownership interests in properties in fast growth markets.  This allows them to diversify their real estate holdings, collect favorable monthly income streams, and upgrade the quality of real estate they own.  Its a unique solution to an age old problem of being a landlord, repairs, maintenance, vacancy headaches, and the tax man. 866-598-1031 x2.


Investment Advisor (fee based) services

Private Placements into Developmental Land, Oil and Gas drilling programs, Hotel Development projects, Class A properties in all sectors of the markets, and private bond issues.

Profiled on CBS Marketwatch, regular guest on nationwide radio show, have written newspaper articles etc.


Contact me to learn more.  401-849-1031 x2

Languages (1)
  • English