At Sequent Real Estate + Wealth Management, our team of seasoned professionals brings deep expertise in real estate and wealth management, all built around one purpose — serving our clients' evolving needs with integrity and precision.
We deliver solution-based advice tailored to align with each client's unique objectives, providing strategies designed to build and preserve wealth over time. Specializing in passive real estate investments and replacement property solutions for 1031 exchanges, we are committed to helping our clients invest smarter, diversify strategically, and plan confidently for the future.
At Sequent Real Estate + Wealth Management, our vision is clear: to build a firm entirely centered around serving the long-term financial needs of our clients. As we have grown, we’ve expanded our resources and expertise to better support investors navigating real estate, tax deferral strategies, and wealth management solutions.
We operate from a foundation rooted in Trust, Respect, and Integrity. Trusted relationships are the cornerstone of our business — we earn trust through daily actions, transparent advice, and delivering on our commitments. We respect our clients, their goals, and the work we do on their behalf. Above all, we are committed to doing what is right: consistently putting our clients' interests ahead of our own.
Our mission is not simply to facilitate transactions, but to become a trusted partner in our clients' long-term financial journey — helping them see their investment strategies clearly, and helping them build lasting wealth through thoughtful, tailored solutions.
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A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. Redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.
Sequent Real Estate + Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.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.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Eric Scaff at escaff@sequent-rewm.com.
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