VFO - 1031 Exchanges & DST
As a process, technology and data driven investment & capital markets consultant serving the registered investment advisor (RIA) and broker/dealer communities, high net worth investors & corporate clientele, Nick strives to bring valuable investment insights to the marketplace that support the growth and expected ROI of his business partners and investor constituents.
Nick’s background and experience in includes: investment and retirement plan consultation (401k, 403b, 457, Simple IRA, Defined Benefit), executive benefits, employee education, financial product sales and distribution including: 1031 exchange/DST offerings, private & publicly traded real estate offerings, Opportunity Zone offerings, Social Impact funds, private credit, energy & Reg D/private placement offerings, ETFs, mutual funds, liquid alternative investments and cash management solutions.
Cantor Fitzgerald Capital was created as an extension of the firm’s broader real estate business to create and manage real estate investment vehicles for individual and institutional investors. Our business is fully integrated into the Cantor Fitzgerald organization, resulting in a strategic alignment of affiliated firms that represent every phase of a real estate transaction. Access to this vast real estate knowledge provides an information advantage that guides the development of our real estate investment product offerings.
Our current platform includes non-traded REITs, Delaware Statutory Trusts (DSTs) to support 1031 exchanges, Opportunity Zone programs and other private placements.