 |
 |
| |
Berkeley Capital Advisors (BCA) was established in April 1997. The principal partners are Robert S. Carter and Stephen J. Horvath. This Charlotte-based real estate brokerage firm deals exclusively in the representation of private and institutional investors in the sale and purchase of income-producing real estate in the Carolinas and throughout the Southeast.
The six partners of Berkeley Capital Advisors have a combined experience of 93 years in commercial real estate investment sales and dispositions. Since its formation in 1997, Berkeley Capital Advisors has arranged:
- over $5.8 billion in investment property transactions
- the sale of over 447 shopping centers, malls, and multi-tenant properties
- the sale of 455 net-leased single-tenant, retail, office, and industrial properties
- 543 of the above combined sales facilitated tax-deferred exchanges
BCA does not lease, manage, develop or purchase real estate - our only business is the brokerage of investment properties, allowing us to focus on our fiduciary responsibilities to our seller and investor clients. Berkeley is very relationship-oriented and we take pride in the number of "repeat" assignments we receive from sellers that have been very satisfied with the results we achieve.
|
|
 |
|
 |
| |
BCA's principals have represented a variety of sellers and purchasers, including life insurance companies, pension fund advisors, real estate investment trusts, lenders (including REO), bank trust real estate departments, and government agencies, plus numerous private real estate investors and partnerships. We understand the need for concise communication and timely reporting when representing our seller clients.
Although Berkeley arranges investment sales throughout the Southeast, the majority of our activity is concentrated in the Carolinas. No other brokerage group, including the national firms, has sold more shopping centers or single tenant properties in the Carolinas. Berkeley accordingly is very well known to the purchasers active in our region, and we are proud of our national reputation as a reliable and consistent source of investment properties.
|
|
 |
|
 |
|
|
|
 |
 |
Rob Carter, Partner
|
 |
Steve Horvath, Principal Partner
Steve Horvath is a co-founding partner of Berkeley Capital Advisors with 27 years of experience. Since 1997, Steve has arranged and closed 484 single-tenant and shopping center sales representing over $1.26 billion. Of those sales, 414 facilitated tax exchange requirements. Steve continues to specialize in the brokerage of net-leased single-tenant properties, with a particular emphasis on representing sellers who wish to capture the all equity or mostly equity tax-deferred exchange market.
CAREER:
1997 - PRESENT: BERKELEY CAPITAL ADVISORS, LLC
- CHARLOTTE, NC
Partner and founding member. Specializes in the brokerage of single-tenant properties throughout the southeast.
1984 - 1996: LAT PURSER & ASSOCIATES, INC. - CHARLOTTE, NC
Director of Brokerage, specializing in arranging tax-deferred exchanges, arranging equity, and negotiating partnerships for development and acquisition. Member of firm's Executive Committee
EDUCATION:
Wake Forest University - 1981 / BS Degree
PROFESSIONAL AND COMMUNITY AFFILIATIONS:
Licensed Real Estate Broker in North Carolina
International Council of Shopping Centers (ICSC)
Myers Park Presbyterian Church: Sunday School Teacher, Youth Service Trip Leader, Confirmation Leader
Myers Park Traditional School: Former PTA Co-President, PTA Leadership Team
|
|
 |
Alex Quarrier, Partner
|
 |
David Webb, Partner
|
 |
Jay Levell, Partner
|
 |
Meghan Knotts, Marketing/Office Manager
|
 |
Rachel Lewis, Marketing
|
 |
David Vinson, Analyst
|
 |
Rad Wyatt, Analyst
|
 |
Michael Threlkeld, Analyst
|
|
 |
 |
 |
|
2011 |
2012 |
 |
| |
|
 |
 |
 |
|
| |
|
Property Sales |
$298,900,000 |
$565,847,000 |
|
| |
|
 |
|
|
|
| |
|
Completed
Transactions |
42 |
70 |
|
 |
|
|
|
|
|
 |
 |
|
2009 |
2010 |
 |
| |
|
 |
 |
 |
|
| |
|
Property Sales |
$133,341,000 |
$260,388,000 |
|
| |
|
 |
|
|
|
| |
|
Completed
Transactions |
37 |
52 |
|
 |
|
|
|
|
|
 |
 |
|
2007 |
2008 |
 |
| |
|
 |
 |
 |
|
| |
|
Property Sales |
$403,000,000 |
$283,000,000 |
|
| |
|
 |
|
|
|
| |
|
Completed
Transactions |
71 |
67 |
|
 |
|
|
|
|
|
 |
 |
|
2005 |
2006 |
 |
| |
|
 |
 |
 |
|
| |
|
Property Sales |
$577,827,000 |
$556,000,000 |
|
| |
|
 |
|
|
|
| |
|
Completed
Transactions |
82 |
67 |
|
 |
|
|
|
|
|
 |
 |
|
2003 |
2004 |
 |
| |
|
 |
 |
 |
|
| |
|
Property Sales |
$239,000,000 |
$376,000,000 |
|
| |
|
 |
|
|
|
| |
|
Completed
Transactions |
47 |
66 |
|
 |
|
|
|
|
|
|
|
 |