Let’s take a few minutes to delve into how we, at Prevail, find and vet real estate transactions. We believe that private off-market real estate investments can form an important part of a person’s portfolio. They are largely non-correlated to the market, often deliver distributions as well as capital appreciation, and can provide strong tax benefits as well. In this blog post, I will share three distinctive about Prevail’s approach to finding and vetting these transactions.
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Strategic Partnerships with Top Real Estate Operators
At Prevail, we are proud to be associated with some of the most accomplished real estate operators with a solid track records in their respective specialties. We travel across the US, meeting and evaluating their teams, reviewing their projects, assets under management, and successful exits. We work to forge a strong relationships with successful operators, thus laying the foundation for promising future investment opportunities.
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Our Proprietary Vetting Model
From that group of possible partners, we evaluate a potential transaction with them with an intricate model. It typically takes hours of meticulous work and we often will screen several dozen transactions before finding one that meets our stringent criteria. Our owners make personal investments in the deals too; we believe in the power of these alternative investment vehicles.
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Diversification and Neutral Underwriting Process
The deals are not all the same. We prioritize diversification and avoid excessive concentration in specific geographic areas or property types, providing another layer of risk management. The benefit of this diversification is that we are not locked into just “warehouses” or the “East Coast”. We evaluate each transaction step by step, subjecting it to a thorough filtering process based on specific metrics and select the one that we believe can deliver the best risk adjusted return at that point in time. We believe there is power in not putting all of your eggs in one basket. And you get to pick which basket.
Conclusion
There are many in the marketplace that talk about real estate investing; at Prevail, it starts with partnerships with experienced real estate operators, then deals screened by a proprietary model, with an intent to diversify both into and then within this non-correlated asset. That may be a different approach to achieve your investment goals.
Connect with our team: https://prevailiws.com/contact
Prevail Innovative Real Estate Opportunities, LLC., (PREO) is affiliated with Prevail Wealth Advisors, LLC (Prevail IWA) and Prevail Strategies LLC., because they are under common ownership and control. PREO was formed to provide real estate investment opportunities for high-net-worth investors looking for diversification. Prevail Wealth Advisors, LLC., is a federal registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC., a licensed insurance agency. Any investment by a Prevail IWA client into a PREO-sponsored real estate investment would be without the involvement of Prevail IWA and should not be seen as a recommendation by Prevail IWA. Additionally, Prevail IWA clients should realize that any capital they invest in a PREO-sponsored real estate investment would be completely outside of their advisory relationship with Prevail IWA and not part of their Prevail IWA account going forward. Finally, there are material differences between the type of investments PREO may offer and the investments on which Prevail IWA provides advice in terms of risk profile and liquidity, and the compensation PREO earns from a real estate project in which Prevail IWA clients invest may be materially different than the investment advisory fees Prevail IWA charges its clients.
An offer or solicitation to acquire interests in the investment may only be made by our Private Placement Memorandum (“Memorandum”) in accordance with the terms of all applicable security laws. All information contained herein is subject to and qualified by the contents of the Memorandum. Participation in any securities offering is limited to Accredited investors. Please call to obtain a copy. You must read it before investing. Past Performance is no guarantee of future results. An Offer to buy or sell any security is only made by our Private Placement Memorandum. Prevail Real Estate Opportunities, LLC., Prevail Innovative Wealth Advisors, LLC., and Prevail Strategies LLC., do not provide tax or legal advice. You should ask your CPA or tax professionals for decisions involving tax implications present and future.
This is not an offer to sell securities. This article should be construed as informational and not as an advertisement soliciting for any particular purpose.
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