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Terra Reit Advisors, LLC
SEC-regulated
Registered investment advisor
Terra REIT Advisors, LLC, established in September 2017, is an investment adviser specializing in real estate investments. The firm, along with its related advisers, operates under a single code of ethics and is registered with the SEC. Clients include various entities such as Terra Property Trust, Inc., and Mavik Real Estate Special Opportunities Fund. The firm provides investment advisory services, evaluating and managing investments based on clients' objectives. Investment strategies include commercial real estate loans, equity securities, and government securities. As of December 31, 2024, the firm managed $1,167,138,345 in client assets on a discretionary basis. Fees are determined on a client-by-client basis and may include origination, asset management, and disposition fees. The firm may receive performance-based fees and has full discretion over client investments. The adviser has adopted a code of ethics to prevent conflicts of interest and has custody of client assets held with qualified custodians. The firm may vote on client securities and has proxy voting policies in place. The adviser has no disciplinary history and provides financial information as required. For more details, visit the SEC's website or contact the firm directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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