THE “PREF”ERRED INVESTMENT PHILOSOPHY

• The interest of the investor is paramount. Investors receive their return on their capital before the sponsor/promoter receives any cash flow distribution.
  
• The overall return must be consistent with the degree of risk.
  
• Always consider the exit strategy.
  
• Preservation of capital is primary.
  
• Understand the investor’s overall objective with regard to asset allocation, risk tolerance, cash flow needs, etc. and make sure that any property offered satisfies those objectives.
  
• Put our money side by side with our investors.
  
• Keep our investments and strategy within a simplistic framework.

How our Philosophy Works:

For the investor

• Excellent access to investments that match their objective.
  
• Able to invest in situations/financial structures that work for them.
  
• More homogeneous investment groups with similar objectives and comparable investments make it easier to make strategic decisions that benefit the entire group.
  
• Investing with professionals that care about meeting your needs first and who take a personal interest.

For Brokers/Owners

• Ability to make quick decisions on whether a property satisfies our investors’ criteria
  
• Access to responsive capital to close deals in an efficient and timely manner
  
• Confidence that a deal will get done

For Financial Advisor

• Comfort that we are part of a team looking out for the client’s best interest
  
• Investments fit into an overall plan, and are not just a good deal that might adversely impact or conflict with the client’s overall financial plan.

The “PREF”erred Investment Strategy

Deal Size

PREF specializes in deals that range from $3 million to $15 million. We have found we have a strategic advantage at this level, where we can be strategic, creative and intricately involved where funds and REITs cannot.

Geographic Focus

Our geographic focus is in the Southeast. We focus specifically on seven cities: Atlanta, Orlando, Tampa, Charleston and Columbia, SC, Charlotte, NC, and Nashville. PREF has a unique underlining of the dynamics in these cities (i.e. diversity and number of industries, government, transportation, education etc.) Furthermore we feel that this area represents our geographic sweet spot due to our vast experience completing deals in these areas and our ability to stay very hands-on and keep travel overhead low.

Investment Type

PREF specializes in a variety of investment types. They include retail, industrial, office, medical office, development and land speculation.

Activity Level

PREF typically analyzes approximately 10-15 potential purchases per month. From this offering, our goal is to thoroughly research and analyze 1-2 deals to act upon. With this activity, we hope to close a minimum of 4 transactions per year.

Accountability

If a deal fits our investors’ criteria, we will develop a business plan specific to that opportunity. Since each investment is different, the business plan will reflect the deals unique characteristics and goals. Accordingly, the financial structure will also vary.

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