Broker Check
Client Centered


Real Estate

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

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DST Advantages and Key Factors
1031 Process
1033 Process

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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)

Frank Dunn, CPA (TX & NY)

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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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.