Real Estate


Direct ownership in an alternative asset class

Unique Opportunities for Clients

Our philosophy for creating wealth provides for not only diversified tax strategy and investment funds, but also diversity in asset class. Real estate, as an alternative asset class, provides for investments with low correlation to equity markets. But like everything else Prevail does, we’ve taken a different approach than traditional wealth management companies.   The traditional model is to have generic real estate funds (REITS, mutual funds, etc.) that are utilized based on risk tolerance to balance a portfolio. However, as recent history has shown, real estate markets can also have significant swings that present opportunities for significant growth. To that end, we identify off-market opportunities in specific real estate sectors and conduct in-depth analysis, all to provide our clients with specific property investment opportunities. 

Off Market Real Estate Investments

Tactics &

Real Estate as a Hedge against Inflation

Property Income: is derived by lease payments, and generally speaking, inflation will typically put upward pressure on rent rates. If investors/owners can increase the lease rates, it is a natural hedge against inflation. But it doesn’t impact every sub-sector the same. Properties in industrial and office sectors typically are 4+ years in length, with anchor tenants often having a ten-year or longer contract. In those cases, the cash generated is basically fixed, and real returns would be reduced by inflation. Contrast that to multi-family or hospitality where lease terms are measured in one night or up to 1 year for an apartment, and adjustable rents can help hedge against inflation.

Property Value: is most often calculated based on net operating income and a cap rate. The higher the cap rate, the less valuable the property. The lower the cap rate, the more valuable. Oversimplifying to illustrate, historically, cap rates move up as interest rates rise, and interest rates generally move up to counteract inflation. Yet, it’s again not that simple. There is a counterbalancing force. As prices for materials and labor move up with inflation, new construction is more expensive, leading to higher valuations for both new construction (likely in lower supply) as well as existing properties. We see that happening today with big rises in single-family home prices.

Interest rates for borrowing: inflation devalues currency which causes lenders to charge higher interest rates to make a profit. Like increases in raw materials, that causes developers to be more selective on new construction, which in turn limits supply and consequently increases values in existing properties.

Market Demand: if income, value, and interest rates aren’t complicated enough, the demand for real estate is another variable that impacts real estate performance. Historically, investors demand for hard assets increases during inflationary periods, including real estate, precious metals, and oil which then tends to move values up.

Does real estate provide a hedge against inflation?
Real estate can be an effective hedge against inflation generally. The appreciation in value (not the income production) can work to offset inflation.


Where We Invest

Our Properties

Deals We’ve Closed On.

Flint Medical Investors

Located in Flint, MI

– Medical Facility


Located in Transfer, PA

– Surgical Hospital

Crosswinds II

Located in Ankeny, IA

– 221,000 SF Industrial Development


Located in Flower Mound, TX

– Assisted Living and Memory Care Village

Belle Grove at Custer

Located in Richardson, TX

– Multifamily

Woodsprings Tremont, LP

Multiple Locations

– Extended Stay Hotels

Southrail Business Park

Located in Charleston, SC

– Business Park

Lavera Lake Highlands

Located in Richardson, TX

– Multifamily

Do You Have Real Estate Investment Questions?

We Have Some Answers

Extensive Financial Planning Strategies!

Our Team-Based Approach is Comprehensive & Easy


Learn About You

Your Vision
Your Objectives
Your Opportunities
Your Challenges
Your Entire Picture (ie. Business & personal)


Develop Custom Strategies

Based on your unique situation
Leverage our team of experts
Establish wealth creating strategies
Determine ideal source of asset transfer


Build Wealth

Agree on and implement strategies
Establish tracking tools
Communicate regularly
Support you with a financial BOD

Investment Topics Found In

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The information is not an offering to sell a real estate investment.  The content is informative in nature and specifics are only available upon request.  Investing in real estate involves risk, many times is illiquid, and use should consult your financial professionals before making any investment of this nature.   

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. 


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