Sequent Real Estate + Wealth Management officially opened its doors on April 1, 2020 and was founded by Peter Fisher, Eric Scaff, and Chuck Strickler. Sequent is a client focused organization that specializes in passive real estate investments and replacement property for 1031 Exchanges.
The company also provides money management services as well as annuities and insurance. Sequent’s mission is to provide the best possible investment strategy for each client’s unique situation. Sequent RE+WM is a real estate first wealth management company, and this approach is largely due to the services offered and expertise of its founders.
Services Offered
The highly experienced team at Sequent RE+WM provides advisory and management services to individual, trust and corporate clients with deep expertise in tax advantaged strategies, 1031 Exchanges, real estate consulting, and wealth management.
While the firm possesses experience in both passive and active management of properties, it primarily focuses on passive management options. The active management options are a direct ownership and net leased property, and the passive management options are a Delaware Statutory Trust (DST).
The firm’s wealth management side of the business focuses on providing clients efficient, cost effective investment solutions while considering the clients risk profile. The firm offers portfolio management for a fee as well as alternative real estate, annuity, and insurance solutions.
Meet the Founders
Fisher, Scaff, and Strickler all have varied and complementary experiences in the real estate world. Prior to forming Sequent, Fisher worked for fifteen years with investors on private placements at Inland Real Estate based out of Chicago. Scaff and Strickler first met and worked together, in the late-80’s at a Japanese real estate investment firm focused on their large US domestic portfolio.
Since then, Scaff, has spent his 30+ year career working for clients investing in and managing commercial real estate both domestically and internationally, while Strickler changed direction and worked at investment banks on the individual money management side of the business. Together, all three have over 75 years of real estate and investment experience.
Fisher’s expertise includes working with DSTs, TICs, Real Estate Investment Trusts (REITs), Opportunity Zone Funds, and other private placements. As most of these investment opportunities are sold through financial advisors, generally with limited real estate experience, Fisher identified a market need and wanted to bring his knowledge directly to clients. He believes his previous experience working with a major sponsor of the investments gives meaningful insights for the benefit of the clients.
Scaff’s passion for real estate spans over a 35-year career, something that Sequent’s client and partners are able to leverage. Over his career he has had opportunities to work in all aspects of real estate, including investment, management, leasing, construction, and corporate services.
For the last 14 years, Scaff has mainly focused on passive real estate investments suitable for 1031 and 1033 exchanges.
Strickler joined the team of founders to help create the wealth management platform to complement the real estate offering. Strickler says he joined the team because he “wanted to build a company that provided clients with unbiased, thoughtful advice as they move into the next part of their life.”
Prior to joining Sequent, companies he worked for included, Goldman Sachs, JP Morgan, and Lehman Brothers. Strickler has spent years helping his clients with their entire balance sheet. Strickler’s primary objective is to build out the portfolio management platform as well as help clients with their overall wealth planning needs.
This is for informational purposes only. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.
Sequent Real Estate and Wealth Management (SREWM) offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment advisor. SREWM is independent of CIS and CAM.
This is a Contributor Post. Opinions expressed here are opinions of the Contributor. Influencive does not endorse or review brands mentioned; does not and cannot investigate relationships with brands, products, and people mentioned and is up to the Contributor to disclose. Contributors, amongst other accounts and articles may be professional fee-based.