Sequent Real Estate + Wealth Management
Financial Services
44 Montgomery Street
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Sequent Real Estate + Wealth Management Overview
- Headquarters
- 44 Montgomery Street
- Phone Number
- Available in AeroLeads
- Website
- sequent-rewm.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2020
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Sequent Real Estate + Wealth Management
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
Sequent Real Estate + Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Sequent Real Estate + Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jasmine Jordan | Chief Operating Officer at Sequent Real | Los Angeles Metropolitan Area, United States |
View
|
| Peter K Fisher | Co-founder & Director - Registered | San Francisco, California, United States |
Email
|
| Charles A. Strickler | Founding Principal at Sequent Real | San Francisco Bay Area, United States |
Email
Phone
|
| Ben Orem | Senior Analyst at Sequent Real Estate + | San Francisco Bay Area, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Senior / Lead
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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