Sequent Real Estate + Wealth Management

Financial Services, 44 Montgomery St, San Francisco, California, 94104, United States, 1-10 Employees

Phone Number: +14*********

Who is SEQUENT REAL ESTATE + WEALTH MANAGEMENT

Sequent Real Estate + Wealth Management specializes in passive real estate investments and replacement property for 1031 exchanges. There are material risks associated with investing in D...

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Headquarters: 44 Montgomery St, San Francisco, California, 94104, United States
Date Founded: 2020
Employees: 1-10
Revenue: $5 Million to $10 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 5944

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Sequent Real Estate + Wealth Management Org Chart and Mapping

Employees

Jasmine Gonzalez

Director of Operations and Client Relations

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Peter Fisher

Co-Founder & Director

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Frequently Asked Questions Regarding Sequent Real Estate + Wealth Management

Answer: Sequent Real Estate + Wealth Management's headquarters are located at 44 Montgomery St, San Francisco, California, 94104, United States

Answer: Sequent Real Estate + Wealth Management specializes in passive real estate investments and replacement property for 1031 exchanges. 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. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) 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. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. Sequent RE + WM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Sequent RE + WM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM); an SEC registered investment advisor