Pertria advises clients in Silicon Valley and Santa Cruz in all aspects of real estate
Founded in 2004, Pertria advises clients in real estate residential sales, investment analysis and management. Strong, established relationships with financial advisors, tax professionals and legal counsel allow for well-grounded strategies that maximize opportunities and minimize unforeseen threats. Firm Facts: Licensed Brokers having passed the Series 65 exam; Experienced in charitable remainder trusts; IRC§ 121, REO and short sales; divorce; probate and relocation; reverse exchanges, and IRC§1031-1033; Real property management portfolio exceeds $202 million in value; Real property management portfolio rent revenues of $9.2 million annually; Integration of technology providing increased capacity to efficiently process client; financial reporting and resident management; Establishment of rigorous 26 week Real Estate Investment Advisory education course featuring speakers from disciplines ranging from Legal Counsel, Financial Services, Insurance, Commercial, Exchange Coordinators, TIC, Trusts, IRA.
Keywords: Property Sales and Acquisition, Property Portfolio Management, Wealth Management, Tax Consulting and Accounting, Lending, Insurance
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