Sequent Real Estate + Wealth Management

Financial ServicesCalifornia, United States11-50 Employees

Sequent Real Estate + Wealth Management is a boutique advisory firm specializing in passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning.

We help investors unlock the full potential of their real estate assets by navigating complex transactions like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures. Our team brings deep industry experience and a client-first approach to every engagement, providing access to institutional-quality investments without the burden of active property management.

Whether you're selling highly appreciated real estate, exploring diversification, or building multigenerational wealth, we deliver tailored strategies designed to align with your financial goals.

🔹 1031 Exchange Replacement Property
🔹 Delaware Statutory Trust (DST) Solutions
🔹 721 Exchange into REITs
🔹 Passive Income & Portfolio Diversification
🔹 Strategic Tax-Deferred Investment Planning

Let’s talk about your next right investment.

https://go.sequent-rewm.com/SequentREWMDisclosure

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