Turnkey Tax Strategies
SimpleSECURITIES is the dedicated tax-advantaged investment structuring division of SimpleCITI. We specialize in designing and managing vehicles that align with IRS-defined securities standards—including 1031 exchanges, Delaware Statutory Trusts (DSTs), Tenants-in-Common (TICs), UPREITs, and Qualified Opportunity Zones (QOZs).
Our Integrated Platform
Seamlessly coordinated expertise across every aspect of tax-advantaged investment structuring, execution, and management.
Independent fiduciary oversight and SEC-registered investment advisory services
Capital structuring and private equity co-investment solutions
Comprehensive property management and operational oversight
Strategic leasing and space optimization services
Development, construction, and value-enhancement initiatives
Strategic real estate advisory and transaction services
What We Do
Our comprehensive suite of tax-advantaged investment solutions provides sophisticated structuring capabilities with institutional-grade execution, regulatory compliance, and ongoing management excellence.
Capital Gains Deferral Strategies
Sophisticated tax deferral architectures utilizing compliant entity formation, advanced transactional governance structures, and strategic timing optimization to maximize after-tax investment returns.
Private REIT & Opportunity Zone Infrastructure
Complete legal, operational, and reporting infrastructure for private Real Estate Investment Trusts and Qualified Opportunity Zone investment vehicles, including ongoing compliance monitoring and performance reporting.
Cross-Platform Operational Coordination
Seamless integration across property management, strategic leasing, development oversight, and capital optimization teams to ensure aligned incentives and superior performance outcomes.
Independent Fiduciary Oversight Integration
Comprehensive compliance monitoring, institutional due diligence protocols, and independent fund reporting through SimpleADVISORY's SEC-registered investment advisory framework.
Integrated Execution & Governance
Our multi-layered governance framework ensures regulatory excellence, operational optimization, and stakeholder alignment across all investment structures through coordinated oversight and institutional-grade execution capabilities.
Fiduciary Oversight Excellence
Independent compliance architecture and investment governance protocols administered by SimpleADVISORY under dedicated Investment Management Agreements with institutional-grade oversight standards.
SEC-registered advisory oversight featuring comprehensive due diligence protocols, ongoing compliance monitoring, and independent performance validation systems.
Comprehensive Asset Management
End-to-end property supervision by SimpleMANAGE featuring integrated financial reporting systems, operational optimization protocols, and comprehensive tax compliance frameworks.
Yardi-integrated reporting platforms with CCH-based tax preparation, quarterly performance analytics, and investor communication systems.
Strategic Capital Optimization
Advanced joint venture structures with SimpleCITI featuring sophisticated co-investment architectures, performance-aligned compensation models, and institutional-grade promote structures.
Preferred return frameworks with GP/LP alignment mechanisms, waterfall optimization, and strategic exit planning coordination.
Value Enhancement Operations
Integrated development, strategic leasing, and asset repositioning capabilities through SimpleBRICKS, SimpleREALTYADVISORS, and SimpleSPACES with comprehensive project oversight and value optimization protocols.
End-to-end project management spanning acquisition through disposition with specialized value-add execution and performance tracking systems.
Core Structuring Capabilities
Sophisticated investment vehicles engineered for optimal tax efficiency, regulatory compliance, and superior performance outcomes.
Traditional 1031 Exchange Vehicles
Delaware Statutory Trusts, Tenants-in-Common structures, and strategic Joint Ventures featuring comprehensive end-to-end execution support, streamlined investor onboarding processes, and ongoing compliance management.
Private & Hybrid REIT Structures
Customized Real Estate Investment Trust wrapper architectures specifically designed for capital recycling strategies, deferred income optimization models, and sophisticated feeder fund configurations.
UPREIT Conversion Solutions
Section 721 Exchange structures and tax-deferred operating partnership unit frameworks engineered to preserve investor cost basis while maintaining strategic liquidity options and exit flexibility.
Qualified Opportunity Zone Vehicles
Comprehensive structuring solutions for QOZ REITs and specialized investment funds designed to maximize federal tax deferral benefits, optimize tax-free growth potential, and ensure regulatory compliance.
Custom Hybrid Investment Architectures
Sophisticated Corporate Holding REITs, Convertible Debt REIT structures, Income-Plus investment models, and strategic master lease arrangements specifically engineered to optimize risk-sharing protocols, generate multiple layered income streams, and provide maximum exit strategy flexibility with institutional-grade governance frameworks.
Ready to Structure Your Next Investment?
Our experienced team of tax structuring professionals, regulatory compliance experts, and investment specialists stands ready to architect sophisticated solutions tailored to your specific objectives and regulatory requirements.