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SREI Group

SREI Group

Private Market Investments & Wealth Management

  • About
  • Services
  • Products
    • Delaware Statutory Trust (DST)
    • UPREIT, 721
    • Qualified Opportunity Zone (QOZ) & Qualified Opportunity Funds (QOF)
    • Real Estate Investment Trust
    • Private Market Real Estate Investments
  • Resources
    • What is an Accredited Investor
    • 1031 Exchange
    • Capital Gains Calculator
    • Glossary
  • INSIGHTS
  • Contact
  • Book Your Intro Call
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Investor Guides

By Kenneth Millar, Founder and Principal Managing Partner, SREI Group · Last reviewed: October 2026

Three plain-language guides for investors weighing what to do after selling property or realizing a large capital gain. Choose a guide, enter your first name and email, and the download opens right away. We also email you the link so you can return to it later.

The 1031 Exchange Master Guidebook

A walk-through of the 1031 exchange: how it works, the rules and deadlines that apply, and the decisions investors face from sale to replacement property.

The DST Guide

An introduction to Delaware Statutory Trusts: what a DST is, how it can serve as replacement property in a 1031 exchange, who can invest, and the risks and trade-offs to weigh before you commit. Some DST sponsors also offer an exit into a real estate investment trust through a 721 exchange (UPREIT). Because that move ends your ability to do further 1031 exchanges, it is worth understanding before you invest. Learn more on our UPREIT / 721 Exchange page.

The Ultimate Opportunity Zone Guide

An overview of investing capital gains through Qualified Opportunity Funds (QOFs) in designated Opportunity Zones. For the current rules, read Opportunity Zone 2.0: New Rules Explained.

Prefer to talk it through?

If you have a sale planned, under contract, or recently closed, a short conversation can help you sort out which options fit your situation and timeline.

Book Your Intro Call

These guides are for educational purposes only and are not an offer to sell or a solicitation of an offer to buy any security. Investments in DSTs, Qualified Opportunity Funds, and other private real estate offerings are speculative, illiquid, and involve risk, including possible loss of principal. Consult your own tax and legal advisors.

Solomon Real Estate Investment Group, LLC (SREI Group)

Main Office:
Gilbert, Arizona
(480) 887-8222
(888) 766-5771

[email protected]

Supervisory office:
Saxony Securities, Inc.
11152 S Towne Square
Saint Louis, MO 63123
(314) 963-9336

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  • About
  • Services
  • Products
  • Resources
  • INSIGHTS
  • Contact
Products
  • Delaware Statutory Trust
  • Real Estate Investment Trust
  • Qualified Opportunity Zone
  • Private Market Real Estate
  • UPREIT, 721
Disclosures
  • Broker-Dealer Form CRS
  • FINRA Broker-Check
  • RIA Form CRS
  • Investment Adviser Public Disclosure
  • Privacy Statement

_____________________________________________________________

This website has been established for informational and educational purposes only and does not indicate suitability for any particular investor.  You are advised to conduct your own research and consult your tax and legal professionals before investing.  No tax or legal advice is being provided.

Securities are offered through Saxony Securities, Inc., a member of FINRA/SIPC.  Solomon Real Estate Investment Group (SREI Group) is independent of Saxony Securities, Inc.  For more information about Saxony Securities, Inc.’s role as a Broker-Dealer and its services, please see its Form CRS at this link https://files.brokercheck.finra.org/crs_115547.pdf.

Investment advisory services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. RIA Form CRS https://reports.adviserinfo.sec.gov/crs/crs_122692.pdf

RISK DISCLOSURE:  Alternative investment products, including real estate investments, notes & debentures, hedge funds, and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases, the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. The investor should be prepared to bear the loss, knowing that financial risks are attached to such alternative investments. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment.

NO OFFER OR SOLICITATION:  The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Investment offerings and investment decisions may only be made based on a confidential private placement memorandum. Solomon Real Estate Investment Group does not warrant the information’s accuracy or completeness. Past performance is not a guarantee of future results. Potential cash flow, potential returns, and potential appreciation are not guaranteed. 


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