Acting as an advisor to the buyer, a transactional broker and/or an operating partner, Roth Advisory formulates and executes investment strategies and facilitates transactions for investors targeting commercial acquisitions in U.S. markets. Project types include retail, multi-tenant office, land and industrial with further specialization in single tenant net leased assets and sale-leaseback transactions.
Roth Advisory can act in a variety of roles to carry out an investor’s acquisition strategy depending on the investor’s requirements. Each level of service discussed below begins with a thorough understanding of the client’s acquisitions strategy and investment criteria. Once understood Roth Advisory can serve in any of the following capacities:
- Sourcing – Transactional role of filtering and presenting targeted opportunities to client.
- Sourcing and Advisory – Transactional and advisory role that includes market research and negotiations.
- Full Acquisitions Services – Complete acquisitions services performed on behalf of the client.