LEADING YOU THROUGH
A SUCCESSFUL 1031 EXCHANGE
Expertise. Experience. Exceptional Service.
Successful Exchanges
Require Connections
As an Investment Advisor Representative, Eric Bicknese recognizes that effectively managing a client’s portfolio often requires expertise in advising on commercial properties that they might own.
That understanding has earned Eric far-reaching respect among the professionals – Attorneys and CPAs – who form the critical circle of advisors for clients seeking suitable, quality DST investments.
Real Estate Attorneys
Real Estate Attorneys know and trust Eric because he delivers by helping their clients find appropriate properties with time, efficiency, and ease.
Certified Public Accountants
Certified Public Accountants depend on Eric to help them navigate the often complex and dynamic tax regulations associated with 1031 Tax Deferred Exchanges and Delaware Statutory Trusts. His guidance and insight help provide them with peace of mind.
Qualified Intermediaries
Qualified Intermediaries rely on Eric to always keep their client’s best interests at heart. His personable demeanor and extensive expertise instill in them a high level of confidence in his abilities to facilitate a successful transaction.
Recent Presentations
Eric Bicknese regularly holds events to share his expertise, offering valuable insights and guidance for both new and experienced investors. These presentations provide a clear understanding of key investment topics, helping attendees make informed financial decisions.
Download our eBook to help Investors avoid the most common 1031 Exchange mistakes!
If you are navigating the complexity of a 1031 Tax Deferred Exchange it can feel overwhelming. As a Senior Financial Advisor in the industry, Eric has seen it all! His experience has led him to understand how important it is to properly educate an investor to ensure a stress-free exchange, so mistakes are greatly minimized!
An Experienced Professional
Where Attorneys, CPAs and Investors turn for DST Property Expertise
Eric Bicknese has a unique position in the commercial real estate space. As an experienced Investment Advisor Representative who also holds a real estate license, he has earned the trust and respect of the professionals most vital to the success of clients interested in selling or buying commercial properties.
Eric serves a critical role connecting these clients with today’s premier sponsors who offer professionally-managed Delaware Statutory Trust (DST) properties.
Needs Assessment
It starts with integrity. And creating a highly individualized process that respects each client’s unique needs.
Professional Consulting
Leveraging his extensive expertise and professional network to facilitate a collaborative team approach that ensures client success.
Real Estate Advice
Drawing from his expansive knowledge of Real Estate best practices to minimize risk, close time-sensitive transactions with ease, and assure client satisfaction.
WHAT PEOPLE SAY
The experience of the clients listed above may not represent the experience of other customers and is no guarantee of future performance or success.