Personalized, Strategic, Supportive
Exclusive Financial Resources, LLC, based in Charlotte, NC, offers personalized financial strategies with over 50 years of combined experience. Our advisor, Louis Herford, specializes in diversifying portfolios through alternative investments like Oil & Gas, REITs, and Self-Storage. We provide tailored solutions and guidance, including tax-deferral programs, to help you achieve long-term financial success.
Explore Previously Closed Marketplace
Retail / Medical
Min. 1031 Investment: $100,000
Multi-Family
Min. 1031 Investment: $100,000
Zero-Coupon
Min. 1031 Investment: $100,000
Multi-Family
Min. 1031 Investment: $100,000
Self-Storage
Min. 1031 Investment: $100,000
Multi-Family
Min. 1031 Investment: $100,000
Private Real Estate Investing
Delaware Statutory Trusts
We connect accredited investors with nationwide Delaware Statutory Trust (DST) opportunities, offering a hassle-free, management-free approach to real estate investing.
1031 Exchanges
We offer a range of exclusive 1031 exchange investment opportunities designed to help you defer capital gains taxes.
1033 Exchanges
Discover the ultimate guide to leveraging 1033 exchanges in real estate and learn how to defer taxes while strengthening your investment strategy.
Opportunity Zones
We educate and guide clients on the benefits of investing in opportunity zones, offering access to a variety of potential tax advantages.
Begin Your 1031 Exchange Journey Today
We offer tailored real estate investment solutions for high-net-worth individuals, focusing on diversification and customized strategies aimed at tax reduction, wealth growth, and asset protection.
