Sequent Real Estate + Wealth Management Email Format

Financial ServicesCalifornia, United States11-50 Employees

Sequent Real Estate + Wealth Management is a boutique advisory firm in the financial services sector based in San Francisco, California. It concentrates on passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning, helping clients pursue real estate opportunities without active property management. The firm guides clients through complex arrangements such as 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures to access institutional-grade investments.

Its services are aimed at investors looking to monetize highly appreciated real estate, broaden diversification, or build multigenerational wealth. The firm emphasizes strategies that align with financial goals and provides access to investments typically associated with larger institutions, while maintaining a passive ownership model.

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