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
Company Details
- Employees
- 11
- Founded
- -
- Address
- 44 Montgomery Street,
- Phone
- +1-415-834-1031
- in****@****ewm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sequent-rewm.com
- Keywords
- 1031 Exchanges, 1033 Exchange Center, Delaware Statutory Trusts (DSTs), Fee Simple Property, Net Lease Property, Tenants-in-Common (TIC) Property, Tax Deferral Strategies, Consulting and Portfolio Support, Wealth Management, Family Office Services, Comprehensive Portfolio Management, Real Estate Consulting, Real Estate Tax Deferral, Commercial Real Estate Investment.
- HQ
- San Francisco, CA
Sequent Real Estate + Wealth Management Questions
Sequent Real Estate + Wealth Management's helpline number is +1-415-834-1031
Sequent Real Estate + Wealth Management's website is sequent-rewm.com
Sequent Real Estate + Wealth Management's LinkedIn profile is https://www.linkedin.com/company/sequent-rewm
Sequent Real Estate + Wealth Management has
11 employees.
View email and phone details for 11
employees at Sequent Real Estate + Wealth Management.
Sequent Real Estate + Wealth Management's industry is
Financial Services
Sequent Real Estate + Wealth Management's top competitors are
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Sequent Real Estate + Wealth Management's support email address is info@sequent-rewm.com
Sequent Real Estate + Wealth Management's categories are Financial Services
Sequent Real Estate + Wealth Management's founding year is 2020
