Insight Investment Advisers

What Insight Investment Advisers does

Insight Investment Advisers LLC is a Registered Investment Adviser (RIA) founded in 2017 by Joshua Wright and headquartered in Leawood, Kansas, with a regional office in Brookfield (Milwaukee), Wisconsin. The firm helps investment property owners, farmers, and business owners transition from active real estate ownership to passive income-generating portfolios by facilitating 1031 exchanges and Delaware Statutory Trust (DST) placements. Its primary customer base is accredited investors and high-net-worth individuals seeking to defer capital gains taxes, generate passive income (internal framing: 'mailbox money'), and diversify geographically and by asset class; secondary clientele includes established advisory clients adding alternatives to existing portfolios.

Core offerings comprise 1031 Exchange Advisory Services, DST Investment Facilitation, and broader financial planning and investment advisory services. The firm does not operate any proprietary technology platform; instead it assembles third-party SaaS tools including Riskalyze (portfolio risk assessment), YHLSoft (client portal), and Calendly (scheduling). Brand and demand generation is anchored by 'The Retiring Real Estate Investor' podcast, a branded audio series with 57+ episodes produced since 2022 and hosted by Investment Adviser Brandon Bruckman, supplemented by downloadable guides and educational articles on 1031 mechanics and DST structures.

The revenue model combines recurring investment advisory fees (paid on assets under advisement) with transaction-based commissions on 1031 exchange and DST placements. DST programs carry $100,000 minimums with disclosed upfront costs reaching approximately 15% (of which about 6% is reportedly credited back to investors working with an RIA). The go-to-market is sales-led and content-led: free initial consultations via Calendly convert prospects into planning engagements and placements. The firm is registered directly as an RIA in seven states (KS, MO, WI, CA, AZ, TX, LA) but states it can facilitate 1031/DST transactions in all 50 states. Headcount is approximately 10-12 across both offices plus remote team members.

Name

Insight Investment Advisers

Legal name

Insight Investment Advisers LLC

Website

https://investwithinsight.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Insight Investment Advisers is a Registered Investment Adviser that helps investment property owners, business owners, and farmers defer capital gains taxes and transition to passive real estate through 1031 exchanges and Delaware Statutory Trust placements across seven U.S. states.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• 1031 exchange advisory
• Passive real estate investing
• Delaware Statutory Trust
• Investment advisory services
• Tax deferral planning

Headquarters

HQ city

Leawood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: The firm operates as a Registered Investment Adviser (RIA) and earns advisory fees for financial planning services and investment management. Fee structure not publicly disclosed on website.
2. Commissions on DST/1031 Investments: Facilitates 1031 exchange and Delaware Statutory Trust (DST) transactions, earning commissions or referral fees on investments placed. DST programs typically have minimums of $100,000. DST upfront costs can reach 15%, with approximately 6% typically credited back to investors working with a Registered Investment Adviser.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Insight Investment Advisers is a Registered Investment Adviser that helps investment property owners, farmers, and business owners sell appreciated real estate and defer capital gains taxes through 1031 exchanges and Delaware Statutory Trust (DST) investments. Core services include 1031 exchange advisory, DST investment facilitation, ongoing financial planning, and portfolio management, supported by a free consultation model and educational content.

Product overview

Insight Investment Advisers is a Registered Investment Adviser offering a unified suite of real estate investment services centered on 1031 exchange facilitation and Delaware Statutory Trust (DST) investments. The firm provides financial planning and investment advisory services alongside educational resources including The Retiring Real Estate Investor podcast and downloadable informational guides. Core offerings include consultation services, portfolio risk assessment, and a client portal for account management. The company focuses on helping investment property owners, farmers, and business owners defer taxes through strategic real estate transitions while building passive income portfolios.

Differentiator

Problem solved

Functional benefit

Brands

• The Retiring Real Estate Investor Podcast: A podcast hosted by Brandon Bruckman featuring interviews with landlords, real estate syndication sponsors, CPAs, and lawyers, discussing deferring taxes, earning passive income, 1031 exchanges, and Delaware Statutory Trusts.

Products and services

• 1031 Exchange Advisory Services

Quantifiable outcome

• Tax deferral - DST investors can defer capital gains taxes by reinvesting proceeds from sold properties into 1031-eligible DST structures
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Realized: Realized is a fintech platform that helps real estate investors execute 1031 exchanges and invest in Delaware Statutory Trusts. It is the closest direct competitor to Insight, offering similar DST placement and 1031 advisory services with a tech-enabled platform and content-driven marketing approach.
• Inland Private Capital: Inland Private Capital is one of the largest sponsors of Delaware Statutory Trust offerings for 1031 exchange investors. Insight places clients into DST programs like Inland's, making Inland a direct upstream partner/competitor in the DST placement ecosystem.
• Passco Companies: Passco is a DST and real estate investment sponsor offering 1031-eligible products. Like Inland, it competes for the same DST placement commissions that drive Insight's transaction revenue stream.
• Bluerock Real Estate: Bluerock is a major DST sponsor and investment manager offering 1031-eligible real estate products. Insight facilitates placements into comparable DST programs, placing Bluerock in the same competitive space.

Broad incumbents

• LPL Financial: LPL Financial is the largest independent broker-dealer and RIA platform in the US, supporting thousands of financial advisers including those offering 1031 and DST advisory services. It represents a broad incumbent whose advisers overlap with Insight's specialty.
• Cetera Financial Group: Cetera is a major independent advisor services platform serving RIAs and broker-dealers across the US. Its network includes advisers offering alternative investments and 1031 strategies comparable to Insight's offerings.
• Cambridge Investment Research: Cambridge is a large independent broker-dealer and RIA platform supporting financial advisers who may offer 1031/DST advisory services. It is a broad incumbent in the same financial advisory space as Insight.

Emerging players

• EquityMultiple: EquityMultiple is an online commercial real estate investment platform targeting accredited investors with passive income offerings. It represents an emerging digital competitor in the alternative real estate investment space adjacent to Insight's DST offerings.
• YieldStreet: YieldStreet is a digital alternative-investment platform offering accredited investors access to real estate, lending, and other alternative assets. It overlaps with Insight's passive-income thesis for accredited investors but competes through technology rather than personal advisory relationships.
• Rocket Dollar: Rocket Dollar enables self-directed retirement accounts (IRAs) that can hold alternative investments such as real estate and DSTs. It overlaps with Insight's accredited-investor segment by enabling tax-advantaged alternative-investment access, though primarily as a custodian rather than adviser.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeopen.spotify.com/show/54FlwNaJauyw3OXp2oiVxW
• Facebookfacebook.com/investwithinsight
• LinkedInlinkedin.com/company/insight-investment-advisers
• Instagraminstagram.com/investwithinsight
• Xx.com/insightkcinvest

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Investment Advisers