ABOUT

Jim Tollens.

Registered RepresentativeInvestment Adviser Representative Emerson Equity LLC

I work with owners of highly appreciated real estate and their advisory teams when tax consequences make it difficult to sell and move on.

When an owner is ready to sell and no longer wants another property to manage, I help evaluate Delaware Statutory Trust (DST) private placements within the 1031 exchange structure.

The work begins with the owner’s priorities and can be coordinated alongside the attorney, CPA, qualified intermediary and real estate broker.

Review my background on FINRA BrokerCheck

Jim holds FINRA Series 7 and Series 66 securities licenses and earned a Bachelor of Science in Business Administration from Western Carolina University in 2009.

JIM TOLLENS · EMERSON EQUITY

A direct conversation.
A considered next step.

We start with your property, your reasons for considering a sale, and what you want the proceeds to support. We discuss your preferences, timing, income targets, equity requirements, and questions about replacement property options. From there, we can decide which deserve a closer look.

Jim Tollens.

A direct conversation.A considered next step.

Let’s start withyour situation.

Jim Tollens

A direct conversation.
A considered next step.

Let’s start with
your situation.