MEET THE FIRM
Presidio Exchange Advisors specializes in making the institutional real estate market accessible to qualified individual investors. Our background includes in- depth professional experience in real estate development, property management, brokerage, financial services and personal wealth management. Presidio principals and registered representatives have helped clients acquire over $1 billion dollars in investment real estate in all major use classes including retail, industrial, multi-family, and office. Our investment structures provide for flexibility of size and diversification through exchange vehicles such as tenant-in-common (TIC) or DST ownership. Our portfolio of pooled investment options such as opportunity funds and private REITS are designed for direct investment in diversified portfolios for smaller investment minimums and retirement accounts. The result is an advisory relationship for accredited individuals and their professional advisors for one of the most important categories of wealth creation and preservation--investment real estate.
