About NexTrend Securities

NexTrend Securities has operated since 1997, through many different market conditions and business cycles. The firm specializes exclusively in Regulation D real estate private placements, with a primary focus on 1031 Delaware Statutory Trust (DST) transactions for accredited investors.

Unlike a traditional full-service brokerage firm, we do not offer stocks, bonds, mutual funds, options, commodities or managed-money programs. Our business is dedicated to real estate private placements for 1031 exchanges, 1033 exchanges and Qualified Opportunity Zones. On every real estate offering we present, NexTrend Securities is the broker-dealer.

Leadership

Mark Cherlin — Principal & Chief Compliance Officer (CCO)

Mark Cherlin founded NexTrend Securities in 1997 and has been registered with FINRA since 1986. Mr. Cherlin holds securities industry qualifications spanning general securities, principal supervision, municipal securities, investment banking, futures, compliance, operations and investment advisory.

Licenses, designations and certificates currently held include: Series 7, 14, 24, 31, 52, 53, 63, 65, 79, 99, SIE, Investment Banking Principal, FINRA Arbitrator (since 2018), Certificate in Alternative Investments, Texas Mediator and Texas Real Estate License.

Noah Hochman — SVP, Due Diligence & Compliance

Noah Hochman has been registered with FINRA since 1998 and has been associated with NexTrend Securities since 2006.

Licenses and registrations currently held include: Series 7, 9, 10, 24, 55, 63, 79, 99, SIE, and FINRA Arbitrator (since 2016).

Service as a FINRA Non-Public Arbitrator is independent and does not imply FINRA’s endorsement of NexTrend Securities.

Why we chose to specialize

NexTrend Securities was built on the belief that complex transactions benefit from specialized experience. Although our principals have broad securities industry backgrounds and decades of financial industry experience, we made the decision to concentrate the firm exclusively on Regulation D real estate private placements.

This approach allows us to spend our time evaluating real estate offerings, working with DST sponsors and helping investors navigate 1031 DST transactions rather than trying to be all things to all investors. We find it especially rewarding to be a boutique firm in a niche industry, helping clients make important real estate decisions with their families and financial futures in mind.

What we do for investors

Investors contact NexTrend Securities while preparing to sell investment property or shortly after a sale, when they are looking for replacement property that qualifies for a 1031 exchange.

We help them review replacement property, meet their deadlines, and understand their options before making a decision. We also work with their attorney, accountant, and qualified intermediary to assist with 1031 DST transactions.

The properties we work with

Our firm typically works with real estate sponsors offering fractional ownership in institutional-grade, professionally managed properties. These interests may qualify as like-kind replacement property under Section 1031, and are available only to accredited investors.

Our aim is to meet a client's specific needs on their 1031 DST exchange and build a long-term relationship rather than a single transaction.

Sectors and structures

Multifamily · Self-storage · Industrial · Senior housing · Student housing · Medical · Hospitality · Ground lease · Zero coupon · Oil and gas

Talk to the firm that will handle your exchange.