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Midpoint Financial Services is a securities brokerage firm specializing in alternative investment programs. These programs include opportunities in real assets (real estate, oil and gas, timberland, gold, etc), private equity (ownership interests in privately held companies) and absolute return strategies (also known as hedge funds).

Midpoint Financial Services entered the marketplace as specialists in securitized real estate transactions'; namely Tenants in Common (TIC) and Delaware Statutory Trust (DST) properties. We have broadened our focus to include investment opportunities in Energy Programs, Land Banking and Development, Note Programs, Opportunity Funds, Real Estate Investment Trusts, Private Equity and Absolute Return strategies.

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 programs offered by some of today's industry leading alternative investment sponsors. Through our broad network of investment companies, our clients have access to a variety of investment opportunities, these include:

  • Ownership Interests in Real Estate Assets (Apartment Communities, Medical Buildings, Office and Industrial Buildings, Retail Developments, Hospitality Venues and Self Storage)
  • Land Banking and Development Projects
  • Oil and Gas Development (Energy Programs)
  • Royalty Interests (Energy Programs )
  • Fixed Interest Rate Note Programs
  • Private Equity Funds
  • Hedge Funds
  • Opportunity Funds
  • REIT's (Real Estate Investment Trusts)

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.