Empowering Informed Decisions

With over 35 years of combined experience and thousands of successful transactions, we're dedicated to educating investors on the advantages and risks of alternative investments like 1031 DST exchanges. 

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We Build Lasting Relationships

Having a small, dedicated team allows us to provide ongoing personalized guidance to navigate the intricacies of DSTs and other alternative investments. We work closely with you, educating you on the pros and cons to ensure the decisions we help you make align with your long-term financial goals.

Stacey Morimoto

Founder & CEO

Quinn Morimoto

Due Diligence & Operations

Jason Finley

Chief Compliance Officer

Safeguarding Your Wealth

Maximizing your returns shouldn't be your sole priority. This is why we employ a meticulous due diligence process, thoroughly vetting every investment opportunity to support alignment with your long-term financial objectives and risk tolerance.


Every relationship starts with a vetting process to make sure that our investments are the right fit for you, your family, and your long-term financial goals.

How we evaluate:

Verify individual/entity accreditation

Comprehensive portfolio review

Assess goals and financial condition


Of the many available sponsors in the market, we only work with those who have demonstrated a high level of responsibility over the course of many years.

How we evaluate:

Key personnel background checks

Executive Management interviews

Corporate Headquarter site visits


Our offerings are highly curated to prioritize those with the potential for positive outcomes. We only accept investments that we feel have the potential to preserve capital as we seek returns over the long term.

How we evaluate:

Physical inspections/property tours

Structural analysis & stress testing

Financial modeling & assumptions

Independent third-party reviews

Do you Still have questions?

Let Us Help

We’ll talk through your circumstances, your goals, and your questions so that you can make the most informed decisions. Fill out the form below or give us a call, and you’ll hear back from us within 1 business day.

(844) 427-1031

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