Our history make a difference.
February 2014
Who's Guiding Your Real Estate Investments?
Real estate should be an essential component of a balanced portfolio for any high-net-worth individual or family office. If purchased correctly and managed properly, it can be a lucrative, long-term investment vehicle upon which to preserve and build wealth. Yet, real estate investment presents a unique set of challenges which require an experienced real estate professional to guide the investor from acquisition through ownership. Common characteristics of a real estate investment include:
- Illiquidity
- High degree of risk
- Significant debt
- Substantial amount of equity
- Leasing and management issues
- Partner issues
- Lack of daily market value information
- Ownership options
As markets shift, properties age and objectives change, an experienced real estate professional becomes a crucial part of your investment advisory team that can guide you through the issues to garner desired results.
Team Approach
We work with financial advisors, lawyers, accountants and wealth managers to integrate a sound real estate strategy with a client’s overall financial and estate plans. We treat a client’s money as if it were our own and align our fees and services accordingly. Read More
Rising Tide
2013 CRE Investment Market
When the capital and leasing markets collapsed in 2008, we predicted that it would be 2011 or 2012 before they started to recover. While 2011 was a slow year for leasing and sale of commercial properties, there was a noticeable acceleration in 2012 as a result of a rapidly improving housing market and a stronger economy. This increased activity included strong sales of core and stable assets, active lenders and robust leasing activity. These trends continued through the first quarter of 2013; but what can we expect for the last half of the year and how should an investor take advantage of these market trends? Read More
January 2012
2012 Real Estate Market Commentary
While activity increased in 2011, the markets were hardly robust as lenders tried to deal with mounting inventory of problem or maturing loans. Property fundamentals remain weak as a result of persistently high vacancies, flat rents and tenant failures. With property values in many cases still below loan balances and operating income barely sufficient to cover debt service, banks and servicers of securitized loans are having a difficult time trying to figure out how to satisfy their regulators (Banks) or Bondholders. Read More
December 2011
What is AMT + How Does it Affect Me?
Alternative minimum tax (AMT) was originally created 40 years ago to capture tax on the most wealthy of Americans who were avoiding paying taxes via various tax shelters and schemes. It was broadened to its current form in the 1980s under President Reagan. Read More
October 2011
PREF Represents Crate and Barrel
PREF along with Chicago-based KB Real Estate Inc. represented Crate and Barrel in the relocation of its flagship Atlanta store from Lenox Square Mall to the Shops Around Lenox. The new 25,000-square foot store is expected to open during the first quarter of 2012.
June 2011
Tacqueria Del sol
Atlanta-based Taqueria del Sol is expanding in the fast-casual Mexican category by signing franchisee agreements for new stores in Philadelphia and in Orlando, Jacksonville and Gainesville in Florida. Read More
January 2011
PREF purchased 334 Prince Avenue in Athens, Georgia. The 3,500-square foot building, valued at $1 million, is ground leased to Taqueria del Sol, one of Atlanta's most popular restaurant concepts. The property is leased through 2018. The all-cash purchase was made on behalf of a group of individual investors and provides a low risk yield of 9%.
November 2010
President Stan Sonenshine detailed why real estate continues to be a smart investment in 2011 in Atlanta Commercial Properties. Sonenshine revealed the keys to lucrative real estate investment. Learn more
September 2010
Vice President Steve Rothschild shared his expert advice on tax credits in a Q&A with the Atlanta Business Chronicle. “Tax credits viable option for some investors” provides valuable insight on the most common tax credit questions. Learn more
