PEI is a relationship-driven real estate investment, advisory, and consulting firm focused on sourcing, underwriting, and positioning high-quality off-market opportunities for qualified principals nationwide.
With more than three decades of combined sales and investing experience and over 300 closed transactions, PEI's leadership brings a rare blend of traditional real estate execution and modern investment strategy. The firm works directly with ownership groups, operators, attorneys, banks, brokers, and private networks to identify opportunities that are rarely broadly marketed or accessible through traditional channels.
PEI evaluates opportunities across the full investment strategy spectrum, including core, core-plus, value-add, opportunistic, redevelopment, and development opportunities. The firm applies disciplined deal evaluation, institutional underwriting, strategic transaction positioning, and direct principal alignment to help buyers, sellers, operators, and capital groups understand an asset’s basis, risk profile, upside potential, capital needs, and execution path.
The firm is not built around volume for the sake of activity. PEI engages where the numbers, story, structure, and principal profile create a clear reason to act.
Leads sourcing strategy, principal relationships, and firm direction.
Directs underwriting, operations, and engagement execution.
PEI identifies off-market opportunities through ownership groups, institutions, operators, banks, attorneys, brokers, and private networks before they are broadly marketed.
Each opportunity is reviewed through institutional underwriting focused on current performance, basis, downside risk, upside potential, capital needs, debt, and exit strategy.
We develop clear investment theses, execution plans, and exit strategies aligned with each principal’s mandate, return profile, and risk tolerance.
PEI advises buyers, sellers, operators, and capital groups across acquisitions, dispositions, recapitalizations, repositioning, and strategic decisions.
We support capital stack strategy, including debt, equity, loan assumptions, seller financing, refinance options, and select GP-aligned participation where applicable.
PEI positions each opportunity with clear underwriting, strategic deal framing, and direct principal alignment from initial review through execution.
PEI maintains an active nationwide principal network that includes institutions, family offices, GPs, hedge funds, REITs, private equity groups, and qualified private capital. The markets below reflect current principal coverage and active acquisition demand across the firm’s network. Every engagement is handled with discretion and confidentiality.
Whether you hold an acquisition mandate, an asset to position, or a situation that calls for disciplined counsel, we welcome the conversation.
