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Midpoint Financial Services is a securities brokerage firm specializing in real estate based investment opportunities. Midpoint Financial Services provides its clients with alternative investment strategies that provide direct ownership, unique tax advantages, portfolio diversification and other investment specific benefits.
Midpoint Financial Services entered the securities marketplace as a specialist in the Tenants in Common (TIC) and Delaware Statutory Trust (DST) marketplace. We have broadened our focus to include investment opportunities in Energy Programs, Land Banking and Development, Note Programs, Real Estate Investment Trusts and other real estate based investment opportunities.
Investment recommendations made by Midpoint advisors are predicated on the needs of each specific client and backed by multiple levels of investment specific due diligence. Our client centric approach has helped Midpoint become a true leader in securitized real estate related investment opportunities.
At Midpoint, we provide our clients with the ability to evaluate and invest in real estate based investment programs offered by some of today's industry leading real estate sponsors. Through our broad network of investment companies, our clients have access to a variety of real estate investment opportunities including:
- Retail Developments
- Office Buildings
- Industrial Buildings
- Hospitality Venues
- Medical Buildings
- Apartment Communities
- Land Banking and Development
- Oil and Gas Development (Energy Programs)
- Royalty Interests (Energy Programs
- Debt Instruments (Note Programs)
At Midpoint, our advisors understand that each investor's goals, objectives, risk tolerance and needs are unique. Our primary objective is to provide our clients with investment opportunities that are aligned with their specific needs. Midpoint is committed to helping our clients build wealth through trust, integrity, and sound investment advice.
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