Long before Berkeley Capital Advisors, Steve Horvath and Rob Carter were friends and recent graduates of Wake Forest University. In 1986, Rob joined Steve back in Charlotte, North Carolina where they specialized in investment sales, acquisitions, and tax exchange work under the mentorship of Lat Purser.
With 25-years of combined experience between Rob and Steve, Berkeley Capital Advisors was officially established on April 1, 1997.
With our team nearly doubling in headcount, the Asheville office opened in 2011. Soon after, a third office was established in Nashville in 2013 in response to the growth of shopping center opportunities and our desire to maintain a physical presence to service our client’s needs.
Our team of fourteen moved down East Morehead Street in Charlotte into a new office building, establishing a new headquarters for our growing firm.
Recognizing the differentiation with multi-tenant and net-leased properties, Berkeley Capital Advisors offered new and existing clients a clearing house for multi-tenant street retail assets that combined our collective experience in underwriting and deep relationships with active buyers primed for these sales.
For years, Berkeley Capital Advisors had planned to open a California office, but we waited for the right people who shared our values and vision with a proven track record. With the addition of three partners, we realized our vision of making Berkeley a one-of-a-kind, coast-to-coast boutique investment sales firm.
With a total of 38 people, including eight proven partners with a combined real estate experience of 177 years, we continue to execute a specialist fiduciary focus, grounded in a collaborative team approach. We offer unbiased advisory services at all stages of the transaction lifecycle.
We stay at the forefront of innovation, so our legacy of excellence lives into the future. Our collaborative team is hiring. Ready to invest in your future?
