About - TRUSTEX

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Our Firm

Institutional Rigor for Private Investors

TRUSTEX bridges the gap between institutional real estate and retail investors. We provide transparent access to Delaware Statutory Trusts and direct placements, backed by rigorous due diligence and fiduciary care.

Fiduciary Focus

Investor-First Integrity

We prioritize your capital preservation above all else, ensuring every direct investment aligns with your long-term wealth objectives.

100%Fiduciary alignment

No proprietary product bias

Rigorous Due Diligence

Institutional Oversight

Our team applies institutional-grade underwriting to every DST property, vetting master tenants and debt structures for maximum stability.

24/7Asset monitoring

Audited property metrics

Tax Efficiency

1031 Exchange Expertise

We specialize in navigating complex IRS timelines, providing seamless replacement options to defer capital gains and preserve equity.

45-DayIdentification window

Statutory compliance focus

Our Commitment

Transparency in Every Placement

We believe in full disclosure. From PPM analysis to tax-deferred strategy, our team ensures you have the data required to make informed decisions for your portfolio.

SEC-registered brokerage oversight

Institutional-grade asset vetting

Transparent fee disclosure model

Dedicated 1031 exchange support

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Expert Advisory

The team guiding your investments

Our licensed representatives and analysts bring decades of securities experience to help you navigate complex 1031 exchanges and direct investments.

Robert Sterling

Managing Director

Series 7, 63, 66 / 25+ Yrs Exp

Institutional Real Estate Strategy

Robert oversees our firm's strategic direction, managing institutional relationships and direct investment placement for retail clients.

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Elizabeth Chen

Chief Investment Officer

CCIM / 18+ Yrs Real Estate

Asset Underwriting & Due Diligence

Elizabeth leads our property analysis team, ensuring every DST offering meets our rigorous standards for cash flow and tax efficiency.

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Marcus Thorne

Head of Compliance

Series 24 / Regulatory Expert

FINRA & SEC Oversight

Marcus manages our regulatory framework, ensuring all securities offerings and investor communications adhere to strict industry standards.

complianceVerified

Sarah Jenkins

Senior Analyst

Series 7, 66 / Real Estate Analyst

Market Research & Modeling

Sarah specializes in demographic modeling and market research, providing the data-driven insights that support our investment selection.

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David Ross

Director of Investor Relations

Series 7, 63 / 15+ Yrs Exp

Client Advisory & 1031 Exchanges

David guides investors through the 1031 exchange process, focusing on clear communication and personalized investment solutions.

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Fiona Holloway

Operations Manager

Series 7 / 12+ Yrs Operations

Transaction Management & Closing

Fiona coordinates the closing process for all DST placements, ensuring a smooth experience for our investors and partners.

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Ready to discuss your investment goals?

Our team is available to review your 1031 exchange requirements and discuss available DST property options.