About APEX Real Estate

Apex Real Estate Advisors is a registered investment advisor

Our advisory services are built on the expertise gained from 30 years of underwriting and acquiring real estate and real estate securities and providing innovative financial solutions in real estate finance;

Apex assists affiliated investment entities/clients:

1. Obtain targeted investment returns in energy efficiency retrofits and asset repositionings.


Energy Efficiency Finance: Apex has teamed with a large national contractor to provide financing alternatives for owners and tenants in the installation of energy savings equipment.


Value added asset repositioning with sustainability enhancements: Apex is developing a program with one of the leading experts in the field to provide property investors with returns resulting from repositioning properties via value-add enhancements, including efficiency retrofits.

2. Achieve liquidity in non-listed or thinly traded real estate securities; Buy, hold sell portfolio advice, solve portfolio structuring problems; Entity restructuring or workout advisory.


Liquidity: Over 30 years experience each in portfolio construction, investment and management, investing as a principal in real estate valued in excess of $750 million and over $1.5 billion in agency transactions. Valuations of thousands of entities holding real estate worth in excess of $40 billion. Nationally recognized expert in partial interest valuations, governance issues, and secondary market trading of non-listed real estate. Previous history of portfolio management/advisory work for public entities includes advisory work and/or valuations. Past clients available upon request.

3. Other:

Portfolio or Litigation Consulting: Buy, hold, sell analysis, tender offer advisory, valuations, expert witness work have all been provided to investors and/or their professional service providers.