Greater Seattle & Midwest Markets
Our
VISION
“To build a generational legacy from a sustainable model where all the players thrive.”
Equilus Capital Partners started in 2017 with $1.2 million in assets. The company’s assets under management have grown to $40 million. We are committed to keeping the best interests of our investors as our top priority. We believe that when our investors succeed, we succeed.
Every decision is guided by our mission to grow and protect our investors’ wealth. Many members of our team are also shareholders in our Real Estate Funds. Equilus Capital Partners is right on track with its vision as it continues to grow and expand.
Protect and Grow
Our clients have worked hard to build their nest eggs. S T R A T E G I E S F o r W e a l t h P r e s e r v a t i o n
Our team is dedicated to preserving our clients' wealth and providing taxadvantaged growth and stability through income-producing real estate opportunities. We specialize in tax-deferral strategies that are legal and ethical.
Strategies:
Real Estate Investment Opportunities
Real Estate Index Fund
1031 Exchange Options
Capital Gains Tax Deferral
Self-Directed IRA's
Cheney Park Commons I, LLC
Building A - 36 Units
Multi-Family Housing
Cheney Park Commons II, LLC
Buildings B, C, D - 54 Units
Multi-Family Housing
Old Town Commons, LLC
Retail Space, Single-Tenant
25,860 sq ft Retail Space 1421 Meadow Wood DST Professional Offices, Multi-Tenant 24 Units
ECP Opportunities Fund I, LP
Six Properties- 35 Units
Multi-Family Housing
Single-Family Housing Development
PROCESS Our
Answer your questions Collaborate with your professionals Initial Consultation 1 2 3 Follow-up Meeting Present Our Recommendation
Get acquainted
Learn about your goals
Answer your questions
Gather financial data to create an optimal plan
Provide education
Answer your questions Prepare, Review, and Sign legal documents 4 Implement the Plan Monitor your assets Reap the benefits 5 Stay Connected
Senior Financial Advisor, Western Washington
Marc specializes in insurance planning, capital gains deferral strategies, trust strategies, business succession, tax-efficient income strategies, and retirement planning.
Marc's niche market is working with small business retirement plans and tax minimization strategies for affluent households.
https://www.equiluscapital.com/marcbannos
A D V I S O R Y o u r
