Real Estate Investment Options

Real Estate can represent a substantial portion of our clients’ wealth.  We believe that exposure to real estate can help provide income and serve as an inflation hedge.

We use the following strategies and investment options through some of the nation’s leading providers.

·         REITs

·         Limited partnerships

·         Delaware Statuary Trusts (DST)

* Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.


* Limited partnerships are subject to special risks, such as potential illiquidity, and may not be suitable for all investors