A sponsor is a legal entity that organizes and manages a direct participation program, typically acting as a general partner of the offering.
Sponsors are responsible for sourcing and acquiring properties, structuring the offering, arranging financing, managing operations, servicing debt, distributing cash flow, providing investor reporting, and ultimately overseeing the sale of the asset.
Most sponsors have extensive experience owning and managing commercial real estate prior to entering the DST or private placement space. Larger sponsors may operate as subsidiaries of established real estate firms or manage institutional assets, including public REITs. As a result, they can vary significantly in size, experience, and financial strength—making careful evaluation essential.
The sponsor plays a central role in identifying and acquiring properties that align with the investment’s objectives. This responsibility includes all pre-acquisition activities such as market research, underwriting, due diligence, financing arrangements, and transaction execution.
We prioritize working with sponsors who take a comprehensive, long-term approach to real estate ownership and asset management. Our partners evaluate more than immediate financial performance—they consider location quality, market fundamentals, tenant composition, and property condition as integral components of investment success.
Below are examples of select sponsors we work with.
For a complete list of current offerings, please register for access to our Investor Portal:
Capital Square 1031 is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. According to Capital Square’s website, they provide a range of services, including due diligence, acquisition, loan sourcing, property management / asset management, and disposition, for a growing number of high-net-worth investors, private equity firms, family offices, and institutional investors. As of March 17, 2022, the firm has completed more than $4.2B in transaction volume.
According to Carter’s website, key personnel of the sponsor have over 225 years of combined experience in the commercial real estate industry. This proven, diverse team of world-class, real estate experts, entrepreneurs and fund managers have completed $86 billion of total commercial real estate acquisitions, financing, development, and capital raising. Members of the sponsor’s leadership team have extensive backgrounds in forming and operating investment and real estate investment companies in the multifamily, office, industrial, retail, healthcare, and specialty sectors.
According to the website, Bluerock Value Exchange (BVEX), a subsidiary of Bluerock Real Estate, is a national sponsor of syndicated 1031-exchange offerings for over 18+ years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges on over $1.8 billion in total property value and over 10 million square feet of property. With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, BVEX is available to create programs to accommodate a wide range of tax requirements.
Cantor is a premier global financial services firm. Founded in 1945, their diversified organization spans the globe with more than 12,500 employees in more than 150 offices. Cantor is among the largest real estate brokerage and financing companies in the world, a leading inter-dealer broker and a renowned investment bank. Over the past decade, Cantor has invested more than $2 billion in its commercial real estate business infrastructure. It’s comprehensive real estate expertise and capabilities are the result of a powerful alignment of vertically integrated affiliates providing unique insight into every phase of a real estate transaction. Cantor’s expansive real estate platform offers broad access to critical market data and research, enhanced ability for diligence and underwriting, and superior deal flow. With their global resources, capital markets knowledge, strategic investments and deep real estate infrastructure, they deliver institutional-quality alternative investments to investors.
ExchangeRight and its affiliates’ vertically integrated platform features more than $5.6 billion in assets under management that are diversified across over 1,200 properties and 22 million square feet throughout 47 states. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits. The company strategically syndicates net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties shadow-anchored by strong-performing grocery tenants. Past performance is not indicative of future results. Please visit www.exchangeright.com for more information.
Hamilton Point Investments LLC (“HPI”) is a real estate private-equity investment company that owns and manages multifamily apartment properties, manufactured housing communities and hotels. HPI invests through investment funds raised from individual accredited investors through a selling group of independent broker-dealers and registered investment advisors.
Net Lease Capital is a leading investment and advisory firm in the single tenant net lease arena. The majority of our team has been with the firm for over 10 years. According to Net Lease Capital’s website, they have closed over $14 billion in net lease transactions, and have earned recognition for their expertise in strategic net lease investment and capital gains tax solutions using net lease property. Net Lease Capital is a principal that has acquired over $5.7 billion of single-tenant, investment-grade property.
According to NexPoint’s website, NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. NexPoint has conducted $15 billion in gross real estate transactions and has $12.1 billion in assets under management.
