 |
 |
| |
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, Partner
|
 |
Alex Quarrier, Partner
|
 |
David Webb, Partner
|
 |
Jay Levell, Partner
Jay Levell joined Berkeley Capital Advisors in 2002 and specializes in the sale of single-tenant properties, with an emphasis on tax-deferred exchanges. Since 2004, Mr. Levell has helped arrange more than 350 sales totaling more than $800 million in volume. Mr. Levell has represented a variety of private developers and institutional clients with dispositions, and he has provided same with pre-development structuring and lease advisory services.
CAREER:
2002 - PRESENT: BERKELEY CAPITAL ADVISORS, LLC - CHARLOTTE, NC
Partner. Focused on tax-deferred exchanges with an emphasis on single-tenant properties.
EDUCATION:
University of North Carolina at Chapel Hill - 2002 / BA: Economics
PROFESSIONAL AND COMMUNITY AFFILIATIONS:
International Council of Shopping Centers (ICSC)
CMS Mentor Program
MS Society
|
|
 |
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 |
|
 |
|
|
|
|
|
|
|
 |