Free Guides

We offer the following free guides for investors in downloadable PDF format:

  • Alts Explained: Learn about the different types of alternative investments, how they compare to traditional investments, and whether an alt product may be right for your portfolio.
  • DSTs Explained: Learn how DSTs work, how they compare to a traditional 1031 exchange, and whether a DST investment may be right for you.
  • REITs Explained: Learn how REITs work, potential tax advantages of REIT investing, and whether a REIT investment may be right for you.

Note: Please bookmark this webpage and return to it regularly, as we will be adding new PDF guides in the future.