Solomon Real Estate Investment Group
Investment & wealth management solutions firm recognizing the importance of alternative investment strategies to promote growth and stability.
Offering Investments in 1031 Exchange DSTs, Opportunity Zone Funds, REITS, etc., and Portfolio Management Services.
Your investment goals deserve a professional perspective.
“Risk comes from not knowing what you’re doing.” — Warren Buffett
Attentive Consulting
A key aspect of developing a good outcome is to gather an extensive investor profile at the outset. Additionally, the investor’s tax profile is a crucial consideration, as it can significantly impact the purpose and overall success of the portfolio.
Strategy
In consideration of the investor’s objectives and risk profile, groupings of one or more investment offerings will be developed. It should be noted whether you’re considering purchasing real property or securitized real estate; both are considered illiquid, long-term hold investments and should be selected as such.
Design and Assemble
Our Broker/Dealer maintains an extensive list of pre-approved Sponsors and many of their available products. As new offerings become available or investor needs dictate, our Investment Officer analyzes the new investment to be confident it meets our high-quality standards.
Performance
Once our client’s commitment is reached, seamless coordination and execution are essential at this final step. This is especially true when there are critical time constraints; the fulfillment of the purchase order must proceed on time.
Product & Service Foundations
1031s
Private Market
UPREITs, 721
SREI Group develops investment strategies proven to be tax efficient for US taxpayers.
“The purpose of a tax cut is to leave more money where it belongs: in the hands of the working men and working women who earned it in the first place.” — Robert Dole, US Senator
SREI Group provides wealth management solutions, recognizing the importance of alternative investment strategies. It also offers tax-efficient real estate solutions, deploying diverse experiences in securities and real estate, DST, QOZ, and others. Kenneth Millar is the Principal Managing Partner.
Kenneth’s securities experience began at Morgan Stanley in New York City and later at Merrill Lynch, Scottsdale. Kenneth holds his Securities, Series 7 Registered Rep, Series 63 Securities Agent, Series 65 Investment Advisor, and Arizona Life Insurance licenses.
Kenneth also owns Peak Realty Advisors, an Arizona real estate brokerage. As a Designated Broker, Kenneth’s in-depth knowledge focuses on Real Estate Practice Economics, Financing, Property Management, Real Estate Appraisal, Real Estate Investments, Exchanges, Taxation, and Creative Financing.
SREI Group, with East and West Coast offices, is an independent firm with securities offered through Cabin Securities, Inc, member FINRA, SIPC.
Why Choose SREI Group
Don’t take our word for it: hear what our clients say…
I have had the pleasure of working with Ken on multiple transactions. He is very professional, thorough, and dedicated to his clients. I highly recommend him for your real estate investment needs.
Ken is straightforward to work with, and work he does! His attention to detail will serve you well. He is diligent, honest, and devoted to his clients. I can highly recommend him without reservation. I have used him for numerous real estate investment transactions and will continue to do so.
Ken and I have worked together for the past two years. I found Ken to be ethical, a man of his word, technically savvy, taking initiative, and competent; I consider him a good friend.
I have enjoyed working with Ken on several projects; he is a consummate professional. If you can partner with Ken, I am confident you will be pleased. Why? He shows up, and he keeps his word. That makes him trustworthy. That is very important, but that’s not all. Ken’s years of experience shine through when you ask for his input. He is a calm head when things get intense. He understands the overlapping disciplines that impact his work and intelligently weaves those into success. On top of all that, he is fun. Ken’s attitude is cheerful while staying organized and on point. I’m looking forward to our next project.
These testimonials may not represent the experience of other clients and may not indicate future performance.
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