Strategic Partnerships with Leading Institutions
AEI Capital Corporation
AEI brings more than 40 years of professional expertise to the management of its net lease property investment funds. AEI Funds are created for investors seeking the opportunity for stable income, low volatility, reduced risk, and capital appreciation. For investors who wish to own entire properties, AEI offers a large portfolio of attractive net leased, income-producing, real estate from which to choose. Net leased properties are especially suitable for tax advantaged 1031 exchanges. AEI began offering tenant-in-common (TIC) interests for IRS 1031 tax-deferred exchanges in 1992 and was the first investment firm in America to obtain a favorable IRS private letter ruling with respect to its TIC offerings.
Apollo Global Management
Apollo Real Estate Exchange (AX) is a program enabling accredited investors that own appreciated real estate to potentially utilize IRC Section 1031 and 721 exchanges and defer their capital gains while providing access to a high-quality, professionally managed, diversified real estate portfolio.
ARCTRUST
The ARCTRUST group of companies (“ARCTRUST”) is a vertically integrated real estate company that has been responsible for the development, acquisition, and joint-venture funding of more than 500 properties with an aggregate value in excess of $5 billion.
ARK Invest
ARK Investment Management LLC (commonly referred to as "ARK" or "ARK Invest") is an American investment management firm based in St. Petersburg, Florida, that manages several actively managed exchange-traded funds (ETFs). It was founded by Cathie Wood in 2014. At the height of February 2021, the company had US$50 billion in assets under management.
Ares Management Corporation
Founded in 1991, Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. Ares seeks to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across their investment groups, Ares aims to deliver consistent and attractive investment returns throughout market cycles. As of 12/31/2024, Ares has $58.2 billion in assets under management. Black Creek Group, a leading real estate investment management firm, was acquired by affiliates of Ares Management Corporation on July 1, 2021.
Baker Tilly
BT REI Manager, LLC, a wholly owned subsidiary of Baker Tilly, is led by the same experienced investment bankers and real estate finance specialists who advise the real estate clients of Baker Tilly. Baker has significant experience assisting clients with investment structuring, diligence, capital raising, identifying cost-effective alternative sources of capital, securing tax credit and incentivized financing, and creating and executing real estate acquisition and disposition strategies. Baker has experience distributing Regulation D private placements through independent broker-dealers, registered investment advisors, family offices, high-net-worth individuals, and accredited investors nationwide.
Bain Capital
Bain Capital, LP is an American private investment firm based in Boston, Massachusetts, with around $185 billion of assets under management.
Blue Owl Capital
Blue Owl Capital Inc. is an American alternative investment asset management company. It is listed on the New York Stock Exchange under the ticker symbol: "OWL". The company is headquartered in New York City with additional offices around the world, including London, Dubai, and Hong Kong, among other major cities.
Bluerock
Bluerock Value Exchange (BVEX), a subsidiary of Bluerock Real Estate, is a national sponsor of syndicated 1031-exchange offerings for over 18+ years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges on over $1.8 billion in total property value and over 10 million square feet of property. With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, BVEX is available to create programs to accommodate a wide range of tax requirements.
Brookfield
Brookfield is a global alternative asset manager with significant assets under management and a long history of owning, managing and operating assets, businesses and investment vehicles across various industries, sectors, geographies and strategies.
Cantor Fitzgerald
Cantor is a premier global financial services firm. Founded in 1945, their diversified organization spans the globe with more than 12,500 employees in more than 150 offices. Cantor is among the largest real estate brokerage and financing companies in the world, a leading inter-dealer broker and a renowned investment bank. Over the past decade, Cantor has invested more than $2 billion in its commercial real estate business infrastructure. It's comprehensive real estate expertise and capabilities are the result of a powerful alignment of vertically integrated affiliates providing unique insight into every phase of a real estate transaction. Cantor’s expansive real estate platform offers broad access to critical market data and research, enhanced ability for diligence and underwriting, and superior deal flow. With their global resources, capital markets knowledge, strategic investments and deep real estate infrastructure, they deliver institutional-quality alternative investments to investors.
Capital Square
Capital Square 1031 is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. According to Capital Square's website, they provide a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices, and institutional investors. As of December 31, 2023, the firm has completed more than $7.8B in transaction volume.
Carlyle Group
The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management.
Carlyle specializes in private equity, real assets, and private credit. One of the world's largest investment firms, it ranked first among private equity firms by capital raised from 2010-2015, according to the PEI 300 index. In June 2024, it ranked sixth in Private Equity International's PEI 300 ranking among the world's largest private equity firms.
Carter Funds
Key personnel of Carter Funds have over 225 years of combined experience in the commercial real estate industry. This proven, diverse team of world-class, real estate experts, entrepreneurs and fund managers have completed $86 billion of total commercial real estate acquisitions, financing, development, and capital raising. Members of the sponsor’s leadership team have extensive backgrounds in forming and operating investment and real estate investment companies in the multifamily, office, industrial, retail, healthcare, and specialty sectors.
ExchangeRight
ExchangeRight and its affiliates’ vertically integrated platform features more than $6.4 billion in assets under management that are diversified across over 1,300 properties, and 25 million square feet throughout 47 states, as of March 31, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios to accredited investors that target secure capital, stable income, and strategic exits. All of ExchangeRight’s offerings have historically met or exceeded their return objectives since ExchangeRight’s inception. On behalf of more than 9,100 investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries.
Four Springs Capital
Four Springs Capital is focused on arranging for tax deferred Section 1031 exchanges of retail, industrial/warehouse, medical office and other commercial properties. The Sponsor is a wholly owned subsidiary of the Four Springs Capital Trust, a real estate investment trust (REIT) that is focused on acquiring and managing a diversified portfolio of single tenant net leased properties that are leased to investment grade and other creditworthy tenants.
Hines Securities
Hines is a fully integrated real estate investment and management firm which has been investing in real estate assets and providing acquisition, development, financing, property management, leasing or disposition services for 65 years. Founded in 1957 by Gerald D. Hines, Hines has benefited from continuous, stable, entrepreneurial leadership with a focus on real estate. Mr. Hines’ son, Jeffrey C. Hines, has been running the business as President and Chief Executive Officer (“CEO”) since 1990 and is responsible for overseeing all firm policies and procedures as well as day-to-day operations. Upon Gerald Hines’ passing on August 23, 2020, at the age of 95, Jeff Hines assumed the title of Chairman and CEO while maintaining his current responsibilities at the helm. In February 2022, Laura Hines-Pierce was promoted to Co-CEO and works side-by-side with her father, Jeff Hines, to help shape firmwide strategy and manage key risks. Hines’ multi-generational private ownership provides a long-term approach towards value creation that it believes is fully aligned with the requirements of its investor partners. As of June 30, 2024, Hines has a presence in 31 countries globally operating 1,077 properties valued at $90.3 billion in assets under management and currently employs a staff of approximately 4,800 people, including approximately 3,200 employees in the United States and over 1,600 employees internationally.
Inland
With more than 50 years of expertise, The Inland Real Estate Group of Companies, Inc., is an industry leader and one of the nation’s largest commercial real estate and finance organizations. As a business incubator, they specialize in creating, developing and supporting Inland member companies that provide real estate-related investment funds, including limited partnerships, institutional funds and alternative public and private securities, and real estate services for both third parties and Inland member companies. The companies that are members of The Inland Real Estate Group of Companies, Inc., which is headquartered in Oak Brook, Illinois, cumulatively employ more than 1,000 people nationwide. Inland member companies have owned and managed 100's of millions of square feet of commercial property in 49 states and have over $17 billion in assets under management as of 12/31/2024. Inland member companies often share market knowledge and experience with one another in the areas of leasing, property management, land development, commercial real estate brokerage, acquisition, commercial lending and other areas of real estate, providing a one-stop shop for clients across the country. Their organization’s proven track record shows that they are committed to providing the best in quality and value to our clients and investors.
Inspired Healthcare
Inspired Healthcare Capital LLC is a management company that specializes in senior housing investments. IHC is focused on investing in Independent Living (IL), Assisted Living (AL) & Memory Care (MC) Facilities. IHC raises equity through the broker-dealer network via financial advisors. According to their website, Inspired Healthcare Capital’s leadership team has over 100 years of senior housing, healthcare and institutional real estate investment experience, and have acquired, developed and financed over $1 billion in healthcare real estate transactions.
Invesco
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York Stock Exchange. Invesco operates under the Invesco, Invesco Perpetual, and Powershares brand names.
Jefferies
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. This includes mergers and acquisitions, restructuring, and other financial advisory services. The Capital Markets segment also includes its securities trading (including the results of its indirectly partially owned subsidiary, Jefferies High Yield Trading, LLC) and investment banking activities.
J.P. Morgan Investment Management
J.P. Morgan & Co. is an American financial institution specialized in investment banking, asset management and private banking founded by financier J. P. Morgan in 1871. Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase, the largest banking institution in the world. The company has been historically referred to as the "House of Morgan" or simply Morgan.
Livingston Street Capital
Livingston Street Capital, LLC was formed in September 2016 as a joint venture between Peter Scola and Shelbourne Capital, LLC, to source, sponsor, and distribute real estate investment opportunities through the retail broker dealer channel. Livingston’s investment programs will focus on real estate utilized to provide necessity-based services and strategic-use properties. According to Livingston's website, Livingston is led by a management company team that has collectively transacted more than $20 billion of real estate transactions throughout their careers collectively spanning more than 75 years of experience in multiple aspects of real estate and capital markets.
Net Lease Capital
Net Lease Capital is a leading investment and advisory firm in the single tenant net lease arena. The majority of our team has been with the firm for over 10 years. According to Net Lease Capital's website, they have closed over $14 billion in net lease transactions, and have earned recognition for their expertise in strategic net lease investment and capital gains tax solutions using net lease property. Net Lease Capital is a principal that has acquired over $6.0 billion of single-tenant, investment-grade property.
NexPoint
NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. As of 9/30/2024, NexPoint has conducted $20.1 billion in gross real estate transactions and operates $14.5 billion in assets under management.
Nuveen
Nuveen is an American asset manager and wholly owned subsidiary of financial planning firm TIAA, itself known for its legacy focus on managing money for not-for-profit institutions such as universities and their employees. As a consequence of integration efforts over the last several years, Nuveen (or branded sub-affiliates) now manage the entirety of TIAA's own capital as well as all capital sourced from third parties. It is one of a limited number of non-sovereign money managers globally that have exceeded one trillion dollars in assets under management in recent years, and one of only a few that are not part of a larger organization offering retail or institutional banking at scale.
Oaktree Capital Management
Oaktree Capital Management, Inc. is an American global asset management firm specializing in alternative investment strategies. As of September 30, 2024, the company managed $205 billion for its clientele.
Passco
Since 1998, Passco Companies, LLC has operated throughout all market conditions and cycles. The company has acquired over $5.6 billion in multifamily and commercial real estate in the United States. Since its inception, Passco Companies has become a recognized provider of investment opportunities in real estate projects. Passco's has $3.87 billion worth of assets under management that consists of over 13,000 multifamily units. Total real estate acquisitions exceed $7.2 billion. Passco Companies is directed by a team of dedicated senior real estate professionals whose experience in the business averages 34 years, and who, collectively, have acquired over $30 billion in investment real estate projects.
Peachtree Group
Peachtree is a private equity firm focusing on opportunistically deploying capital across its distinct operating and real estate divisions, including hospitality, commercial real estate lending, residential development and capital markets.
Resource Royalty
Resource Royalty is the leading provider of mineral & royalty 1031 exchange solutions for sophisticated, accredited investors. They primarily focus on acquiring mineral and royalty properties in the STACK, Merge, and SCOOP plays in the Anadarko Basin in Oklahoma. The strategy utilizes well established royalty properties in a proven 1031 tax free exchange scenario. Clients enjoy the benefit of income generating, subsurface real estate which is located in the most active oil basins in the country. This results in a royalty income stream from the some of the largest oil and gas companies in the U.S.
Starboard Realty
Starboard Realty Advisors (“Starboard”), headquartered in Irvine, California, is a privately held real estate firm. According to Starboard's website, the principals have more than 40 years of experience in acquiring, developing, leasing, repositioning, managing, financing and disposing of investment real estate. Starboard acquires multi-tenant retail shopping centers and invests with accredited investors, family offices, and institutional partners. Starboard’s mission is to acquire primarily multi-tenant retail shopping centers in which the current rents are below market and which can be acquired at or below replacement cost. Starboard also may capitalize the acquisition and development of select service hotels.
Starwood Capital Group
Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $80 billion of capital and currently has approximately $115 billion of assets under management. Over the past 33 years, Starwood Capital has invested in excess of $260 billion of assets, including properties within every major real estate asset class.
Walton Global Holdings
Walton Global is a privately-owned, leading land asset management and global real estate investment company that concentrates on the research, acquisition, administration, planning, and development of land. With more than 45 years of experience, we have a proven track record of administering land investment projects within the fastest-growing metropolitan areas in North America. Our company manages and administers US $4.53 billion in assets on behalf of our +87,000 global investors located in 92 countries, along with our builders, developers, and industry partners.
Wedbush Securities
Wedbush Securities Inc. is a privately held financial services firm based in Los Angeles. As of April 2025, the firm had $5.7 billion under management with 10,099 clients. Wedbush operates three divisions: Wealth Management, Investment Banking & Capital Markets, and Clearing & Execution.