Financial
Education
Download our educational brochures, graphics and more to help educate your clients.
Financial Education
The Complete Guide to DSTs/1031 Exchanges
This guide discusses the basics, the 1031 exchange process, and the objectives of a DST 1031 Exchange.
Self-Storage: A Burgeoning Real Estate Sector
This guide covers the past, present and future of the Self-Storage Industry.
Breaking Down the Consistent Demand for Single-Family Rentals
Learn more about the four key areas driving demand for rentals and subsequent capital flow.
Sales and Marketing Resources
Guide to Holiday Gifting
We’re sharing some of our favorite holiday season ideas that are sure to impress anyone on your list.
How to Best Utilize LinkedIn
Learn top tactics to better utilize your LinkedIn and grow your network
Practice Management
Practice Management: Sales Tips
We all have days where we feel like we’re spinning our wheels. Discover 3 tips to up your sales game.
