Carlton Lane Capital

Carlton Lane Capital is a Dallas-based independent advisor focused on accredited, private-market real estate. The firm describes itself as an Exempt Reporting Advisor with the SEC and states that securities are offered through Quincy Wells Capital, LLC, a FINRA member. It works with investors who want private real estate allocations rather than a traditional retail advisory or transactional deal-flow model.

The platform concentrates on set-term private real estate projects and tax-aware outcomes, including depreciation and pass-through treatment where those features apply. Site materials discuss third-party diligence on opportunities and reference Delaware Statutory Trust (DST) structures as a passive 1031 exchange option. Carlton Lane says it is not obligated to sponsors, fund families, or proprietary products.

The firm is built for accredited, financially established investors who can accept illiquidity when the rationale is clear. This directory profile covers its private real estate advisory and diligence platform rather than a sponsor origination book.