Peter K Fisher

Peter K Fisher Email and Phone Number

Co-Founder and Director @ Sequent Real Estate + Wealth Management
San Francisco, CA, US
Peter K Fisher's Location
San Francisco, California, United States, United States
Peter K Fisher's Contact Details

Peter K Fisher work email

Peter K Fisher personal email

n/a
About Peter K Fisher

Focus: The use of securitized real estate investments with 1031 Exchanges.Peter has guided clients for the past 18 years into securitized real estate investment opportunities. Peter brings unique expertise to his business from his experience with a Delaware Statutory Trust (“DST”) sponsor on the distribution team, understanding every aspect of the DST's formation, operation, and disposition. Through his experience in the DST industry and in the areas of real estate, tax-advantaged investments and estate planning, he can construct, individually structured client portfolios intended to reduce market volatility and maximize the potential of stabilized income. Peter’s credentials include a Series 7 General Securities Representatives (GS) License, a Series 63 Uniform Securities Agent License and a Series 65 Uniform Securities Agent License.DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Sequent Real Estate + Wealth Management is independent of CIS and CAM.

Peter K Fisher's Current Company Details
Sequent Real Estate + Wealth Management

Sequent Real Estate + Wealth Management

View
Co-Founder and Director
San Francisco, CA, US
Website:
sequent-rewm.com
Employees:
11
Peter K Fisher Work Experience Details
  • Sequent Real Estate + Wealth Management
    Co-Founder And Director
    Sequent Real Estate + Wealth Management
    San Francisco, Ca, Us
  • Sequent Real Estate + Wealth Management
    Co-Founder & Director
    Sequent Real Estate + Wealth Management Apr 2020 - Present
    San Francisco Bay Area
    Sequent Real Estate + Wealth Management is a client focused organization. We have built a team of professionals with deep experience in real estate and wealth management with a view to serve our client's long term financial needs. We provide solution based advice that aligns with each client's long term objectives. We specialize in passive real estate investments, and replacement property for 1031 exchanges.
  • -
    Peter K Fisher | Registered Representative
    - Mar 2020 - Present
    Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. CIS and I are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.

Peter K Fisher Skills

Alternative Investments Series 63 Series 7 Reit Investment Strategies Investments Securities Private Placements Finra Commercial Real Estate Real Estate 1031 Exchanges Marketing Sales Public Speaking Due Diligence Investor Relations New Business Development Real Estate Investment Trusts High Net Worth Individuals Delaware Statutory Trusts Oil And Gas Industry Business Development Companies Sec Filings Retail Shopping Centers

Frequently Asked Questions about Peter K Fisher

What company does Peter K Fisher work for?

Peter K Fisher works for Sequent Real Estate + Wealth Management

What is Peter K Fisher's role at the current company?

Peter K Fisher's current role is Co-Founder and Director.

What is Peter K Fisher's email address?

Peter K Fisher's email address is pf****@****eis.com

What skills is Peter K Fisher known for?

Peter K Fisher has skills like Alternative Investments, Series 63, Series 7, Reit, Investment Strategies, Investments, Securities, Private Placements, Finra, Commercial Real Estate, Real Estate, 1031 Exchanges.

Who are Peter K Fisher's colleagues?

Peter K Fisher's colleagues are Charles A. Strickler, Brandi Solomon, Jasmine Jordan.

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