Excellence In Investment and Advisory Services to the Commercial Real Estate Industry

Since 2002 Joseph has been researching, writing, has had speaking presentations and is a published author on many aspects of commercial real estate and has been developing a comprehensive Commercial Real Estate Program. “The vision of the Commercial Real Estate Program is to be the ‘knowledge building blueprint’ that provides the education and knowledge necessary to build the professional skills which bridge the gap and increase worth between entry level students and advanced level practitioners in the area of commercial investment real estate sales, finance, valuation and investment.” Joseph’s Commercial Real Estate Program has been presented at the Gold Coast Professional Schools, the Miami Board of Realtors, Eastern National Bank, Transatlantic Bank, etc. Joseph has made more than 250 presentations of the 1-day and 2-day seminars for a total of more than 4,000 presentation hours to tens of thousands of practitioners including institutional quality investment bankers, hedge fund managers, managing principals, family offices, attorneys, CPA’s, property owners, buyers, sellers, investors, brokers and sales associates and other students of every conceivable real estate background who consistently rate his instructor assets, talents, and capabilities as “outstanding”. The Program consists of a series of seminar modules presented in various formats including one and two day 7 hour presentations, all based upon manuscripts, including published manuscripts, written by the author Joseph L. Petrole, CCIM, MAI. These manuscripts include “Essentials of Commercial Real Estate”, “Financial and Investment Analysis for Commercial Real Estate”, An Insider's Guide to Acquiring Commercial Real Estate and Mastering Commercial Real Estate Market Cycles and Building Wealth. Participants can either attend the 4-seminar program, attend a specific seminar, participate in Webinar Modules or purchase the manuscripts which are utilized in the seminars. The Manuscripts, Seminars and Commercial Real Estate Program are designed to be flexible enough for individual use, in a seminar series, for educational credit and general investment or licensing information.

VAS services include market valuations, investment valuations, prospective valuations for proposed properties, retrospective valuations for existing or proposed properties, portfolio valuations, valuation of partial interests such as those in a limited partnership, brokers' opinion of value, non-valuation advisory, and consulting and review services.

Market analysis services are a core component of valuations, transaction (sales) offering memorandums, and capital market (financing) underwriting memorandums. A key component in any development decision, market analysis encompasses a hierarchy of interrelated studies including Market Studies, Marketability Studies, Feasibility Studies, Highest and Best Use Studies, Alternative Use Studies, Exit Strategy Studies, and Investment Analysis. Market analysis provides the credibility for opinions of value required by buyers, sellers, lenders, investors, underwriters, and other users of real estate.

Specialized services are custom-designed for a particular valuation, litigation, or other specific client or engagement need. These services include establishing fair market rent for lease negotiations and arbitration; determination of economic damages resulting from construction delays or deficiencies; and evaluating economic, market, and property-related risk factors for investors and lenders utilizing sophisticated real estate market cycle forecasting techniques.

Transaction services are real estate brokerage services provided on behalf of a principal, either a seller or buyer of real estate. As an agent for the owner-seller, PetroGroup’s role is to determine the appropriate market position and price and then close investment-grade property transactions. As an agent for the buyer, PetroGroup’s role is to understand and implement the buyers’ acquisition objectives, identify and price, and then close investment-grade property transactions. Transaction services also include the preparation of offering memorandums, transaction advisory services, and transaction due diligence services. Certain transaction services are implemented through PetroGroup Capital Advisors, Inc.

Capital market services are mortgage brokerage and capital structuring services provided on behalf of a principal, usually a borrower of capital. Capital may be in the form of debt, mezzanine, or equity financing. Our expertise includes the ability to locate and secure capital. Capital market services include the preparation of underwriting memorandums, capital advisory services, and capital due diligence services. Certain capital markets services are implemented through PetroGroup Capital Advisors, Inc.