A preferred approach to insight  

PREF offers preferred insights into investment for every client.  Our specialized depth-of-knowledge and breadth of experience delivers best practices that ensure smart decisions. We preserve and build wealth by providing and implementing independent and objective solutions that align with each client's personal situation and guide them to successful real estate ownership.

What We Do
It's our job to listen, understand, deliver and implement a goal-focused real estate plan that aligns with a client's overall wealth management objectives. As part of a client's advisory team, our extensive real estate knowledge of the deal as well as our owner's perspective affords valuable insight. We share useful perspectives that maximize asset performance, identify and overcome challenges and pre-empt surprises.

In our mission to create value, our services include:


  • understand owner objectives
  • perform due diligence
  • evaluate property
  • execute capital improvements
  • reposition property
  • control expenses
  • evaluate financing options
  • execute leasing program
  • implement proactive property management
  • sell property







Who We Work With
We build relationships with any person or group that has a real estate ownership interest. As an engaged advocate for our clients, we are a vital resource for and partner with wealth advisory teams.

Our distinguished clients include:

  • family offices
  • private equity groups
  • high net-worth individuals
  • real estate investors
  • company owners
  • estates




As a trusted member of wealth advisory teams, we work alongside:

  • trust & estate attorneys
  • CPAs
  • financial & wealth management advisors
  • trust companies
  • private bankers
  • brokers


We balance risks and returns to identify and implement sensible real estate solutions.