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.

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

Eric, the (sponsor) reports are so incredibly professional, transparent, and conservative.  Really Impressive.  You can tell they are consummate professionals.  Thanks for bringing them to us.

Steve and Mike - NJ

Eric Bicknese
5
2022-04-27T21:16:24-04:00

Steve and Mike - NJ

Eric, the (sponsor) reports are so incredibly professional, transparent, and conservative.  Really Impressive.  You can tell they are consummate professionals.  Thanks for bringing them to us.
We were very thankful to have you guys advising and working with us on our 1031 exchange transaction.  This was a very complicated matter, comprised of multiple entities and transactions with more than $59 million in 1031 exchange sales proceeds for investment in more than a dozen DST investments all over the country.  Your advice and your responsiveness were above and beyond our expectations and we would certainly avail ourselves of your service in connection with our future real estate needs.

Robert – New York City

Eric Bicknese
5
2019-05-21T13:53:38-04:00

Robert – New York City

We were very thankful to have you guys advising and working with us on our 1031 exchange transaction.  This was a very complicated matter, comprised of multiple entities and transactions with more than $59 million in 1031 exchange sales proceeds for investment in more than a dozen DST investments all over the country.  Your advice and your responsiveness were above and beyond our expectations and we would certainly avail ourselves of your service in connection with our future real estate needs.
I was not looking forward to the complications associated with doing a 1031 Exchange, until I met Eric Bicknese. Eric swiftly met with me, clearly explained the process and asked me what my goal was. Within days he gave me several options, explained the return I could expect and the purchases were completed. His competence, accessibility, and reliability made the process easy and productive.

Grace L. - New York City

Eric Bicknese
5
2019-05-21T19:29:15-04:00

Grace L. - New York City

I was not looking forward to the complications associated with doing a 1031 Exchange, until I met Eric Bicknese. Eric swiftly met with me, clearly explained the process and asked me what my goal was. Within days he gave me several options, explained the return I could expect and the purchases were completed. His competence, accessibility, and reliability made the process easy and productive.
“I have known and consulted Eric Bicknese for 15 years. He has identified and expedited 13 like-kind (1031) exchanges for me, advised me about other instruments in which I subsequently invested and introduced me to an exceptional long-term care plan in which I am enrolled.
I am very happy with the return on these investments, which have always been appropriate to my risk disposition as well as my portfolio, and I have absolute confidence in the advice Eric provides.  He has unfailingly  disclosed all aspects of an investment, prospective as well as active, anticipating any questions I might have and issues that call for careful review.
He has never 'pushed', never pressed me to consider an investment with which I was at all uncomfortable. 
The fiduciary responsibility Eric exercises on my behalf is unquestionable. He's an advocate.  He has my back.  It's a nice feeling.”

Richard E. – Brooklyn NY

Eric Bicknese
5
2019-05-21T13:59:35-04:00

Richard E. – Brooklyn NY

“I have known and consulted Eric Bicknese for 15 years. He has identified and expedited 13 like-kind (1031) exchanges for me, advised me about other instruments in which I subsequently invested and introduced me to an exceptional long-term care plan in which I am enrolled. I am very happy with the return on these investments, which have always been appropriate to my risk disposition as well as my portfolio, and I have absolute confidence in the advice Eric provides.  He has unfailingly  disclosed all aspects of an investment, prospective as well as active, anticipating any questions I might have and issues that call for careful review. He has never 'pushed', never pressed me to consider an investment with which I was at all uncomfortable.  The fiduciary responsibility Eric exercises on my behalf is unquestionable. He's an advocate.  He has my back.  It's a nice feeling.”
5
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Eric Bicknese

The experience of the clients listed above may not represent the experience of other customers and is no guarantee of future performance or success.