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Services

Real Estate

Real Estate Investment Trusts (REITs)
Delaware Statutory Trusts (DSTs)
Interval Funds
LLC/LP Opportunities

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1031/1033

DST Advantages and Key Factors
1031 Process
1033 Process

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Alternatives

Drilling Funds for tax deductions/income
Leasebank Funds for income and capital gain
Royalties for income, some tax advantage

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Money Management

Income and Growth Funds
Low beta for stability

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Frank Dunn, CPA (TX & NY)

EDUCATION:
MBA, St. John’s University
BBA, University of Notre Dame
Annual continuing education courses in the areas of investments and income taxes

PROFESSIONAL LICENSES: Certified Public Accountant (N.Y. and Texas)
Registered Representative licensed in numerous states
Investment Advisor Representative licensed in numerous states


We welcome challenges. 

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"An investment in knowledge pays the best interest." –Benjamin Franklin

Our Process

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Our History

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Our Values

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