I had the pleasure of working with Brad and his team (Luke & Alexis) on a recent 1031 exchange and the process from beginning to end was excellent. Brad provided client-focused solutions that allowed our exchangor to review and select the best overall option for them. The process was bespoke to their specific needs and strategy, resulting in a Personal Optimized Property Portfolio. I was impressed as a service provider with Brad’s personable approach that made a rather foreign topic both understandable and actionable for my client. I would strongly recommend Brad and his team at Petra Capital to anyone considering a resource to guide them through the DST selection process and wants to SWAN (“Sleep Well At Night”). Cheers!

These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.

I recently have closed on four DST 1031 exchange properties with Petra Capital Properties and their approach to risk management and diversified asset allocation allowed me to actively participate in the construction of my portfolio. Their Personnel Optimized Property Portfolio technology platform (POPP) was invaluable to me in helping to identify the right replacement properties from the many available properties to choose from. I feel that with Petra’s vast real estate investment experience in DST’s I achieved my investment objectives with a portfolio that meets my needs. I highly recommend Petra and their “mission-focused” professional approach.

These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.

I have known and worked with Brad Watt personally for nearly 20 years.  He has helped clients of the Lombardi Family Office with various real estate opportunities during that time, offering them not only his vast expertise, but also a level of service, care and appreciation of their unique situations that made the process seamless and rewarding. The very best thing that Brad brings to the table is Brad himself. He genuinely cares for the people he’s helping any pours is heart into everything he does. I cannot recommend Brad highly enough.

These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.

Brad has been a pioneer in the Real Estate space and 1031 market for over 30 years.  He has always focused on trying to customize a solution for investors to help alleviate their potential tax burdens.  He goes the extra mile to truly understand the situation and develop bespoke solutions.

These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.