Brad Watt
CEO / Founder
30+ years in DST and fractional 1031 exchange strategy. Pioneer of the multi-property DST structure. Mandate: preserve capital and protect income.
You've worked a lifetime to accumulate wealth through your real estate ownership. Now is the time to convert from return on investment to return on life. Enjoy it.Brad Watt, CEO & Founder, Petra Capital Properties
Mark Dickinson
Managing Director
20+ years in real estate and alternative investments. Background at Legg Mason and Cohen & Steers. Specialty: strategic capital allocation and risk management.
Alex Lagerborg
Managing Director
35 years across finance, real estate, and investor relations. Background includes public company leadership and title services. Eagle Scout.
John Burns
Managing Director
30+ years in sales management and client services. Specializes in helping retiring landlords, business owners, and farm and ranch sellers transition to passive income.
Stefanie Schreiber-Jones
Investor Relations Manager and Transaction Coordinator
20+ years in real estate operations, title abstracting, and escrow. Manages personalized portfolio closings and investor communications.
Drue Jaramillo
Research and Portfolio Analyst
Graduate student at Johns Hopkins. Degrees in Applied Mathematics and Statistics. Builds POPP allocations using Petra's portfolio design center and data-driven underwriting.
Justin Crounse
Property Research & Due Diligence Manager
Degrees in finance, accounting, economics, and data science (Texas Tech). Co-creator of Petra's REV Score. Manages due diligence and ongoing portfolio reporting.
When you engage Petra, you get the whole team - not just one advisor.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.