Peter has spent his career working with investors on securitized real estate investment opportunities through the uses of DSTs, TICs, REITs, Opportunity Zones, Opportunity Funds and other private placements. Prior to founding Sequent, Peter spent 15 years working with a real estate sponsor on the distribution team, understanding the aspects of the formation, operation and disposition of private placement products. Through his experience in the DST industry and in the areas of real estate, tax-advantaged investments and estate planning, he can construct, individually structured client portfolios that seek to reduce market volatility and maximize the potential of stabilized income.
Peter's credentials include a Series 7 (General Securities Representatives) License, a Series 63 (Uniform Securities Agent State Law) License, and a Series 65 (Uniform Investment Adviser Law) License.