DST Sponsor Spotlight
Brookfield Oaktree Wealth Solutions
Sponsor Overview
Brookfield Oaktree Wealth Solutions, a specialized division of Brookfield Asset Management, offers Delaware Statutory Trust (DST) investment opportunities tailored for investors seeking tax-deferred 1031 exchanges. By leveraging Brookfield’s extensive experience in managing institutional-quality, income-generating real estate, this platform provides access to professionally managed DSTs designed to meet diverse investment objectives. As part of Brookfield Asset Management, a leading global investment firm with nearly $1 trillion in assets under management, spanning sectors such as renewable power, infrastructure, private equity, real estate, and credit, investors benefit from a robust ecosystem dedicated to creating long-term, sustainable value.
DST Headquarters
250 Vesey Street, 15th Floor New York, NY 10281 United States
Chief Executive Officer
John Sweeney
John Sweeney serves as the CEO of Brookfield Oaktree Wealth Solutions, where he leads the firm’s efforts to deliver institutional-caliber alternative investments, such as real estate, infrastructure, and credit, to individual investors. With over 30 years of experience in wealth management and financial services, Sweeney has held senior leadership roles at major firms including OppenheimerFunds and Fidelity Investments.
He brings a strong focus on innovation, advisor engagement, and expanding access to private market strategies. Under his leadership, Brookfield Oaktree has strengthened its position as a trusted partner for financial professionals seeking differentiated investment solutions, including DST offerings, for their clients.
Assets Under Management
Professionals
Year Founded
$224
1500+
2021
Assets Under Management
$224
Professionals
1500+
Year Founded
2021
Investment Strategy
Institutional Access
Unlock private market opportunities for individual investors.
Diversified Real Assets
Exposure to real estate, infrastructure, and essential services.
Risk-Adjusted Returns
Focus on long-term performance and capital preservation.
Global Presence
Investments across major markets worldwide.
Primary Property Sectors
Multifamily
High-quality and workforce housing in dynamic, high-growth markets.
Industrial
Distribution and logistics assets supporting e-commerce.
View All Properties in the DST Marketplace
Sign up for the DST Marketplace to access our directory of open DST offerings, compare properties side-by-side, and find highly-vetted DST properties available for purchase.
Property Profiles Include:
Offering Details
Property Details
Locations
DST Pros & Cons
- Assets Under Management (AUM) denotes the aggregate value of all assets managed by the organization, encompassing Delaware Statutory Trusts (DSTs) as well as other investment vehicles.
- All AUM statistics are as of December 31, 2024. Past performance of the Sponsor does not guarantee future results. Aggregation and liquidity objectives, timing, and results are not guaranteed.
- High-grade institutional property refers to property that attracts large, sophisticated investors due to the size and quality of the property, e.g., pension funds, life insurance companies, real estate investment trusts (“REITs”), university endowments, sovereign wealth funds, etc.