Simplicity, Safety, Equitable Returns.
Statement from Mark Montgomery about PTLA corp:
After having personally acquired, managed and sold residential properties over the past 20 years, I recently made the decision to reduce the burden of real property management. I first investigated publicly-offered TICs (tenancies in common) and was disappointed with the high fees and, prospectuses which were normally the size of a telephone book. It was then that I had a fortuitous encounter with Sam Beler, one of the principals with PTLA.
After informally interviewing Mr. Beler, I decided to investigate his company in a more methodical way. I wanted a team with experience during up-and-down economic cycles and a group infused with principled decision making. I also desired individuals who possessed an attention to detail and a certain savviness that would allow them to strike when market conditions were favorable.
Most importantly, I wanted history - they had it - 40 years of it. After seeing their operation in Walnut Creek, I concluded that if I wanted a solid and reputable team to acquire, manage, and sell real property with all the benefits of tax-advantaged current income and tax-deferred capital gains, then this was the group with which to associate.
It has never felt as if I was ever dealing with a large company ... more like family- I receive return calls. I trust these folks with my hard-earned dollars and I believe PTLA will continue to multiply them steadily, one step at a time, over the years ahead. Whether you are looking for an opportunity to diversify your own real estate holdings with professional management or, to initially invest into a private equity firm who will safe-guard your portfolio and grow it over the long haul with cash dividends and appreciation, I would highly recommend PTLA as a first stop in your interview process.
If I had to distill what PTLA does with their prowess in the real estate market with one line, it would be this:
Simplicity, Safety, Equitable Returns.
- Mark Montgomery, Belleveue, Washington USA
