Investment Management

Penn-Florida utilizes a fully integrated research investment process which includes multi-disciplined investment components, supply/demand forecasting, annual review of targeted MSA’s, detailed cash flow projections, hold/sell analysis and review of emerging trends.

Strategic Planning

Penn-Florida develops and implements strategies on behalf of its clients that yield diversified individual asset and portfolio allocations that generate consistent cash flow and equity growth.

Equity & Debt Solutions

Penn-Florida provides clients with a consulting team capable of obtaining an array of equity and debt opportunities in the management of real estate portfolios. We have relationships with many major lending organizations that specialize in real estate financing including, but not limited to, banks, insurance companies, and private funds. We are also uniquely positioned to obtain access to various investors and investment groups that utilize real estate investments in their portfolio asset allocations.

Tax Planning

Employing tax strategies such as tax deferred exchanges, cost segregation depreciation, accelerated leasehold improvement and depreciation tax management enables Penn-Florida to maximize returns on real estate ventures.

Acquisition & Disposition

Penn-Florida’s investment committee analyzes client needs and risk tolerance requirements to determine the ideal assets for acquisition. Penn-Florida reviews capital market outlooks, demographic trends, supply chain curves, rental growth and competitive landscape to determine property type focus. The annual business plans developed for each asset look at capital market considerations future cash flow projections, functionality of the asset and property-specific considerations to determine the opportune exit strategy.

Joint Ventures & Syndications

Penn-Florida has structured a variety of joint ventures and registered private placement syndications designed to meet equity investment requirements of a multitude of real estate projects being either acquired or developed.