Who We Serve
Wealth Managers & Financial Advisors
Supporting advisors with alternative real estate investment solutions.
Your goals. Our focus.
We partner with wealth managers, financial advisors, and registered investment professionals seeking access to multifamily real estate investments for their clients. Through our DST platform, we provide opportunities to incorporate institutional-quality real estate into broader wealth management strategies, subject to availability and investor eligibility.
Partnership
How we support you
Multifamily real estate access
Access to professionally managed multifamily real estate investments for eligible clients evaluating alternatives to direct property ownership.
1031 exchange considerations
DST structures designed to accommodate eligible 1031 exchange investors, with qualification dependent on the offering and each client's transaction.
A transparent sponsor relationship
A sponsor relationship focused on transparency, communication, and long-term alignment, supported by applicable offering materials and investor reporting.
A thoughtful starting point
What to consider
- 01
Evaluate client objectives, liquidity needs, risk tolerance, and investment eligibility.
- 02
Review offering documents, property fundamentals, debt, fees, conflicts, and distribution assumptions.
- 03
Coordinate exchange eligibility and timing with the client's qualified intermediary, tax advisor, and legal counsel.
Discuss your clients’ objectives
Contact UsImportant considerations
Financial professionals remain responsible for their own due diligence, client suitability assessments, and applicable regulatory obligations. This page does not establish a selling agreement, referral arrangement, or compensation relationship.
Private real estate and DST investments involve substantial risks, including loss of principal, limited liquidity, financing and operating risks. Distributions, tax benefits, and returns are not guaranteed. This website is for informational purposes only and is not an offer to sell or a solicitation to buy securities. Any investment is subject to applicable offering documents and eligibility requirements. Neighbors Residential does not provide legal, tax, or individualized investment advice through this website.