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We are a national source for 1031 & 1033 exchange properties. As replacement property professionals in DST, NNN sale leaseback, and commercial and residential markets, we work with clients to build a customized strategy, which identifies the right investments and assists with the successful completion of a 1031 or 1033 tax-deferred exchange.
What is it that sets us apart
Some people talk about a special sauce. Ours is working hard to provide our clients with a thorough real estate investment analysis, detailing cash flow, cap rate, and internal rate of return. Once your specific needs are determined, and all pertinent information has been obtained to properly analyze your real estate investment, US Wealth will help you find and acquire a suitable replacement property...one that meets your needs.
Why consider US Wealth Management
US Wealth Management has access to databases of available properties throughout the United States from a variety of sources. This access enables us to offer our clients exposure to a broad range of investment properties. By tracking the performance record of a sponsor, market trends and the current availability pipeline, we provide information to our clients which enables them to make informed decisions based on data from a trusted source.
US Wealth Management works closely with our clients. Personalized consultations help us to fully assess your investment objectives while giving you a clear understanding of our competence and value.
We want to earn your confidence and trust by turning over every stone
- Perform a thorough review of property, market, and track record.
- Procure independent market research from highly respected industry research firms who have a firm grasp of property and market fundamentals.
- Present independent and proprietary review of sponsors prior to recommending properties to clients.
- Take a personal approach with every client, understanding that everyone deserves individualized attention.
To see the 1031 and 1033 exchange properties we have available,
please fill out our form or call us at: 612-702-3770
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This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum. This material is not intended as tax or legal advice so please do speak with your attorney and CPA prior to considering any investment. This website contains information that has been obtained from sources believed to be reliable. However, US Wealth Management, Colorado Financial Services Corporation, and their representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigations before considering any investment. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST), and 1031 Exchange properties. These include, but are not limited to, tenant vacancies; declining market values; potential loss of entire investment principal; that past performance is not a guarantee of future results; that potential cash flow, potential returns, and potential appreciation are not guaranteed in any way; adverse tax consequences; and that real estate is typically an illiquid investment. Please read carefully the Memorandum and/or investment prospectus in its entirety before making an investment decision. Please pay careful attention to the “Risk” section of the PPM/Prospectus. This material is not intended as tax or legal advice so please do speak with your attorney and CPA prior to considering an investment. IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes, therefore, you should consult your tax and legal professional for details regarding your situation. Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA / SIPC. US Wealth Management and Colorado Financial Service Corporation are separate entities. OSJ Address: 188 Inverness Drive West, Ste 100, Centennial, Colorado 80112. Check the background of this Registered Representative on FINRA's BrokerCheck.
Tom Opsahl
Founder
US Wealth Management