The Importance of Vetting Real Estate Transactions

Our philosophy for creating wealth provides for not only diversified tax strategy and investment funds, but also diversity in asset class. Real estate, as an alternative asset class, provides for investments with low correlation to equity markets. But like everything else Prevail does, we’ve taken a different approach than traditional wealth management companies.   The traditional model is to have generic real estate funds (REITS, mutual funds, etc.) that are utilized based on risk tolerance to balance a portfolio. However, as recent history has shown, real estate markets can also have significant swings that present opportunities for significant growth. To that end, we identify off-market opportunities in specific real estate sectors and conduct in-depth analysis, all to provide our clients with specific property investment opportunities. 

These are not the typical “set it and forget it” real estate holdings. Our team actively sources, vets, and structures deals in niche markets and emerging growth areas—often before they hit the mainstream radar. Whether it’s multifamily developments in undervalued regions, build-to-rent communities, or opportunistic commercial assets, our goal is to uncover real value and deliver real returns. Each opportunity is backed by deep local knowledge, a hands-on due diligence process, and strategic partnerships that give our clients access to deals typically reserved for institutional investors.

We believe real estate should be more than a checkbox in a diversified portfolio—it should be a performance driver. By pairing targeted real estate investments with other alternative assets, we help clients capture upside while hedging against traditional market volatility. It’s this layered, forward-thinking approach that defines the Prevail philosophy: not just managing risk, but actively seeking out opportunities that others overlook.

 

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Important Information

This communication is neither an offer to sell nor a solicitation of an offer to buy any security. An offer may only be made via a written offering document by Prevail Alternative Assets, LLC (“Prevail”). Prevail will provide such offering documents (“Documents”) only to qualified accredited investors and has prepared this communication solely to enable you to determine whether you are interested in receiving additional information about it or the real estate project summarized above (the “Project”). This communication must be read in conjunction with the Documents prior to making any investment decision. Information about the Project contained herein has not been audited or reviewed by any third party. While projections about the Project’s future performance is based on Prevail’s experience and good faith judgments, the recipient should understand that projections are based on numerous assumptions, including that the current economic environment continues, that existing asset performance trends will continue to track business plans, that historical behavior of the Project’s property type will not change, that perception of market opportunities for disposition will hold true, and that the competitive landscape within which the Project operates will not change. Returns to investors would be contingent upon numerous events occurring and subject to considerable risks. Significant assumptions were made by Prevail to calculate the presented projections, including assumptions on the amount of leverage used by the Project, the Project having sufficient assets and cashflows, debt service and capital expenditures, the continuation of favorable leasing terms, the operating costs for the Project, the costs of taxes and insurance, the absence of claims against the Project, that lease terms (including rental rates) continue, that projected occupancy and rollover rates continue, that management and other expenses remain constant, and that property-level debt will not need to be refinanced at less favorable terms.

The Project’s future capitalization will be contingent upon numerous events occurring and subject to considerable risks. The occupancy and rollover rates of the Project will be dependent upon many factors beyond the control of the Project or Prevail. Any expression of targeted rates is merely a statement of a goal. Significant assumptions were made by Prevail to calculate the presented occupancy and rollover rates. Many factors can impact the Project’s after-tax returns, including the risk that tax laws may change. A myriad of factors may impact the Project’s ability to achieve any returns. Any number of factors could contribute to results that are materially different. All investment opportunities presented by Prevail involve substantial risk and may result in the loss of some or all of your investment. Please do not forward this email.

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