Strategies
Tax-Advantaged Real Estate Strategies
Institutional-quality programs designed for the tax-advantaged real estate strategies that matter most to advisors and their high-net-worth clients.
A unified standard across every strategy
Across 1031 Exchange, 721 UPREIT, and Opportunity Zones, Sightbridge applies the same framework: institutional asset quality, transparent terms, aligned economics, and a service model designed for the advisor-client relationship.
1031 Exchange
Defer capital gains on the sale of investment real estate by reinvesting through institutional-quality Delaware Statutory Trust programs.
721 UPREIT
A 1031 Exchange into a DST with the potential for a subsequent 721 contribution into a REIT operating partnership, transitioning appreciated real estate into ownership of a diversified institutional portfolio.
Opportunity Zones
Defer recognized capital gains through QOF programs investing in designated Opportunity Zones.
Sightbridge Programs
Programs designed to institutional standards
Sightbridge is preparing institutional-quality DST programs and Opportunity Zone strategies for the private wealth channel, including DST programs that contemplate an optional Section 721 contribution feature. Advisors interested in upcoming program details can contact the team directly.
For Advisors
Working with Sightbridge
Sightbridge works closely with financial professionals to evaluate strategies for their clients. The team provides the program structure, due diligence, education, and distribution infrastructure advisors need to put client capital to work with confidence.
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Frequently asked
Sightbridge's tax-advantaged real estate platform
Common questions about how Sightbridge designs programs across 1031 Exchange, 721 UPREIT, and Opportunity Zones strategies, and how programs reach the wealth channel.
Sightbridge designs programs to meet the same standards of underwriting, structure, and reporting that institutional investors expect. Each program is built around four principles: institutional asset quality, transparent terms, aligned economics, and a service model designed for the advisor-client relationship.
Sightbridge serves as a structuring and distribution platform, partnering with institutional real estate firms that bring asset and operating expertise. Sightbridge may serve as co-sponsor on select DST and Opportunity Zone programs alongside its real estate partners, leading structuring, distribution, and ongoing investor service.
Sightbridge programs are designed for high-net-worth investors working with financial professionals at registered investment advisors, wirehouses, banks, broker-dealers, and family offices. The strategies are most relevant to investors navigating capital gains events tied to real estate, business sales, or other appreciated assets.
Sightbridge programs are distributed to financial professionals serving the U.S. private wealth channel. The firm partners with advisors to provide diligence materials, program documentation, and ongoing service support. Investors interested in Sightbridge programs should speak with their financial advisor.
Sightbridge is preparing programs across 1031 Exchange, 721 UPREIT, and Opportunity Zones strategies. Advisors interested in the timing and details of upcoming programs can contact the team directly at info@sightbridge.com.
Financial professionals evaluating Sightbridge for their clients can begin with a conversation with the team. The firm provides program-level materials, due diligence support, and direct access to leadership. Reach out through the Contact page or at info@sightbridge.com.