Why Choose Forrest Wealth Strategies?

Trusted Guidance Built on Experience, Expertise, and Lasting Relationships

The ‘Alternative’ Real Estate Market began with IRS Revenue Procedure 2002-22, setting the stage for a new industry in 2002. The team at Forrest Wealth Strategies has been there from the start, the highs and lows.

Experience isn’t just about time—it’s about understanding. The Delaware Statutory Trust (DST) is a legal structure from the State of Delaware, it is not a product.  The DST structure replaced the Tenant in Common (TIC) structure for specific reasons at a specific time.  We know the history, when the industry shifted to DSTs and why, and we explain it in a way that makes sense to you.

Our in-depth knowledge is your compass in the often-confusing world of DSTs. Since there is no centralized listing for these investments, finding the right options depends on your chosen firm’s expertise and relationships. Our inventory and selection process is informed by years of discernment, we are focused solely on your best interests, not selling any specific sponsor’s offerings. We only present options that put your interests above all else.

We understand that every client comes with unique knowledge and experience, and we’re committed to filling in the gaps, ensuring you’re well-informed. We’ll invest as much time as you need to help you understand the marketplace, the offerings, and the associated risks. 

Real estate has always been about relationships, and that’s especially true for these investments. Our 24-year industry relationships bring insights beyond what’s written in offering documents and quarterly reports. We stay connected throughout the lifecycle of your investment, providing support on everything from evaluating performance to obtaining tax documents, we seek answers and provide guidance. We’re committed to building a relationship where your confidence in us—and in your investment—comes first.

Our mission is to be your guide every step of the way, helping you invest with clarity and confidence.

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