Our Team

The Team that
Drives Us

Brian M. Wertz

Founder & President

Mr. Wertz holds a B.A. in Business Administration from Furman University and M.B.A. from Southern Methodist University’s Cox School of Business. Mr. Wertz has a hands-on management style with 15 years experience across private real estate development and investment and private equity as well as M&A, consulting and corporate strategy. He has held management positions with LCM Group, Dell and most recently with Brinker International, where he led a Strategy Team responsible for customer analytics and real estate site selection.

Louis Perrine, CFA

Portfolio Manager

Mr. Perrine holds a B.A. in Finance & Accounting from the University of South Florida and is a Chartered Financial Analyst (CFA) charterholder. He brings 8 years of experience across financial analysis, investment due diligence, and corporate accounting. Mr. Perrine oversees the firm’s acquisitions and dispositions, underwriting activity and asset management.