Real estate
Selling investment property
Defer the gain through a 1031 exchange into a Delaware Statutory Trust, and step away from landlord duties.
1031 exchanges and DSTs
For accredited investors and high-net-worth families
Fiduciary advice for DSTs, Opportunity Zones and tax-driven alternatives.
A Texas-registered investment adviser led by a CFP® and CPA. Flat, disclosed fees. One coordinated plan for your alternatives and your core portfolio.
Texas-registered investment adviserCFP® · CPA · CBDAFiduciary on every recommendationMcKinney, Texas
Who we serve
Our alternative strategies are available only to accredited investors.
Most DSTs, Opportunity Zone funds and private offerings are sold only to accredited investors under SEC rules. We work with individuals, families and business owners who meet that standard, and we confirm eligibility in our first conversation.
Where we start
Three moments that call for more than a stock portfolio.
Capital gains
Sitting on a large gain
Defer the gain from a business or stock sale and exclude future growth through a Qualified Opportunity Fund.
Opportunity ZonesIncome
High income, high tax bill
Cash balance plans, energy deductions and charitable strategies, coordinated with your CPA.
Tax strategies45
Days to identify
180
Days to close
A 1031 exchange runs on a federal clock that starts the day your sale closes. We plan the replacement before you list, so the deadlines do not make the decision for you. Calculate your dates.
Strategy builder
Build your strategy in three choices.
See which strategies are worth a conversation. Nothing you choose here is stored or sent.
80
Days until the new Opportunity Zone rules
Opportunity Zone rules change on January 1, 2027.
Gains invested on or after that date get a five-year rolling deferral and a 10% basis step-up (30% in rural funds). Gains invested before it follow the current rules. Which side of the line you land on matters.
Why Nashional
Advice that sits on your side of the table.
Independent of the sponsors we review
Our alternative assets fee is a flat amount based on the size of your investment, agreed in writing before work begins. It is the same whichever offering you choose.
CPA-led tax analysis
Recommendations are reviewed for their tax effect before we make them, because your after-tax return is what you keep.
One coordinated plan
Your alternatives and your core portfolio are managed together, so nothing is decided in isolation.
Glossary
Plain-English definitions from our advisers.
67 terms covering 1031 exchanges, Opportunity Zones, energy, private markets, tax and digital assets.
Accredited Investor
An individual the SEC allows to invest in private offerings such as DSTs, Opportunity Zone funds and private credit. Under Rule 501 of Regulation D, you generally qualify if you meet one of these:
- Income above $200,000 ($300,000 with a spouse or partner) in each of the last two years, with the same expected this year.
- Net worth above $1 million, alone or with a spouse or partner, not counting your primary home.
- A Series 7, Series 65 or Series 82 license in good standing.
The sponsor of each offering verifies status before you invest.
Questions
About Nashional Investments.
What is Nashional Investments?
Nashional Investments is a fiduciary investment adviser based in McKinney, Texas, registered with the Texas State Securities Board and in New Jersey. Its legal name is Nashional Independent Investment Management LLC. The firm advises accredited investors and high-net-worth families on 1031 exchanges, DSTs, Opportunity Zone funds and other tax-driven alternatives, alongside portfolio management.
Is Nashional Investments a fiduciary?
Yes. As a registered investment adviser, Nashional owes clients a fiduciary duty of care and loyalty, which means advice in the client's best interest and disclosure of conflicts of interest.
Who do you work with?
Our alternative strategies are available only to accredited investors. We work with high-net-worth individuals and families, business owners, real estate investors and physicians.
How are you paid?
Portfolio management is billed as a percentage of assets. Alternative assets are billed as a one-time flat fee based on the size of the investment, under a written agreement. We do not charge advisory fees for insurance recommendations.
Who leads the firm?
Jeff Nash, CFP®, CPA, founded the firm in 2017 and serves as President and Chief Investment Officer. Denver McClure, CBDA, a Marine Corps veteran and real estate investor, is a Partner and leads the alternatives practice.
How do I get started?
Email Jeff Nash at jeff@nashionalinvestments.com or Denver McClure at dmcclure@nashionalinvestments.com, or use the contact form. The first conversation is complimentary.
Talk to us before you sell.
Tax outcomes are usually best when they are planned months before a closing date. Your first conversation with us is complimentary.