Your Partners for Generational Wealth

Direct Equity Source focuses on the development and management of General and Limited Partnerships for real estate, self-storage facilities, and land developments.

Our Projects Investor Portal
$0M+
Total value of projects exited
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Investment meeting
Our Funds Over Time
$450M+
Total Value Exited
30+
Years Operating

A Real Estate Firm Built on Experience and Alignment

Our investment strategy revolves around capitalizing on emerging trends and untapped opportunities within the self-storage and land development sectors. By partnering with established developers who share our vision for success, we ensure every project is backed by a solid foundation of expertise and industry knowledge.

More on Our Approach
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Assets under management
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Projects completed
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Years of experience
As Seen On
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Aligned. Flexible.
Built for Investors.

We've been in your shoes — our approach is grounded in decades of real-world real estate experience.

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01 1031-Exchange Compatible Investments
02 Market Insights & Emerging Trends
03 Financial Governance & IRA Qualified
04 Succession Planning & Legacy Wealth
Current Projects

A Growing Portfolio of Enduring Investments

We partner with proven operators to develop properties that stand the test of time.

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Active Fund
Storage Income Fund

A diversified portfolio of up to 30 unique self-storage & office/warehouse flex properties. Fixed annual dividend with experienced operator guaranteeing all property-level debt.

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Storage facility
Funded
AAA Storage Development Fund

Texas & Florida — A diversified investment fund targeting self-storage & office/warehouse light industrial development in high-growth markets.

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Austin skyline
Georgetown, TX
FM 3405 Self Storage & Business Park

Georgetown, Texas — Greater Austin Area. A dual-use development in one of Texas' fastest-growing corridors.

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San Antonio
Palmetto, FL
85th Street East Self Storage

Greater Tampa Area — Positioned to serve Tampa Bay's rapidly growing population with modern, climate-controlled storage solutions.

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Florida
Why Partner with Us

Key Strengths & Principles

Trust & Transparency

Direct Equity Source builds enduring relationships with clients based on a foundation of trust, understanding, and goal-oriented financial results.

Aligned Capital

Capital invested alongside yours — we eliminate unnecessary intermediaries, ensuring you benefit from higher IRRs and equity multiples on every project.

Tax-Optimized Returns

Every project is 1031-exchange compatible and IRA-qualified — allowing you to defer taxes, reinvest gains, and build wealth across generations without friction.

Our Leadership Team

Direct Equity Source

Direct Equity Source

Leadership Team

Building enduring partnerships for generational wealth through trust, expertise, and aligned capital.

LinkedIn
  • Focused on development and management of General and Limited Partnerships
  • Specializing in real estate, self-storage facilities, and land developments
  • 90+ projects exited since 1993, totaling $450M+ in value
  • Developed 6 million rentable square feet, mostly from raw land
Our Operators

Our Operators

Experienced Development Partners

30 years of delivering real results in high-growth markets with a proven track record of success.

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  • Operators contribute minimum 8% of total equity capital to each fund
  • Guarantee all property-level debt on fund investments
  • Track record: 90 projects exited, $450M+ in total value since 1993
  • Active in Texas, Florida, South Carolina, North Carolina, and Washington

Interested in learning more about our team and track record?

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Let's Discuss Your
Financial Ambitions

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