Strategies
Tax-Advantaged Real Estate Strategies
Three strategies for investors facing a significant capital gain, built with institutional real estate owner-operators and offered through financial advisors.
A unified standard across every strategy
Across 1031 Exchanges, 721 UPREITs, and Opportunity Zones, Sightbridge applies the same framework: institutional asset quality, transparent terms, aligned economics, and a service model designed around the investor and their advisor.
1031 Exchanges
Defer capital gains on the sale of investment real estate by reinvesting through institutional-quality Delaware Statutory Trust programs.
721 UPREITs
A 1031 Exchange into a DST, with the potential for a subsequent 721 contribution into a REIT operating partnership. If that contribution occurs, appreciated real estate becomes an interest in a diversified, professionally managed 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 DST programs and Opportunity Zone strategies for the private wealth channel, including DST programs that contemplate an optional Section 721 contribution feature. Investors can review the strategies here and raise them with their advisor. Advisors interested in upcoming program details can contact the team directly.
For investors and advisors
Working with Sightbridge
Sightbridge programs are offered through financial advisors. If you are an investor weighing a capital gains event, review the strategies here and bring the structure that fits to your advisor. If you are an advisor evaluating a program for a client, the team provides program structure, due diligence, and education to support that review.
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Frequently asked
Sightbridge's tax-advantaged real estate platform
Common questions about how Sightbridge designs programs across 1031 Exchanges, 721 UPREITs, and Opportunity Zones strategies, and how programs reach the wealth channel.
Sightbridge designs programs to meet the standards of underwriting, structure, and reporting that institutional investors expect: asset quality, transparent terms, aligned economics, and a service model designed around the investor and their advisor.
Sightbridge serves as a structuring, distribution, and servicing platform, partnering with institutional real estate owner-operators that bring acquisition, asset management, 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, a business sale, 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 a Sightbridge program can review the strategy pages and bring them to their financial advisor, who can request program materials from the team.
Sightbridge is preparing programs across 1031 Exchanges, 721 UPREITs, 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.