Merion Realty Advisers provides investment advice to real estate investment joint ventures and funds. The firm's advice is considered investment supervisory services, providing continuous advice based on the individual needs of each client. Merion Realty Advisers looks for investments that meet the stated objectives, strategy, and investment guidelines of each client. The firm primarily provides advice with respect to real estate assets and equity securities in private companies, joint ventures, and limited partnerships or limited liability companies.
Fee Structure
Merion Realty Advisers charges its clients annual advisory fees that generally range from 1.0% to 2.0% of an asset fee base. The asset fee base for an initial period of years (usually 3 to 5) is equal to the client’s full committed capital regardless of how much has been contributed by investors. After the initial period of years (usually 3 to 5), the asset fee base will generally decrease over time with asset sales, write-offs or capital commitment waivers, subject to certain caveats. The firm may be granted a direct or indirect interest in capital accounts (at no charge) in client funds as an indirect payment of advisory services. The firm also may receive fixed annual advisory fees. The specific fee charged depends upon the type and complexity of services to be provided.