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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.
Team
100+ years of combined real estate investment experience, organized around one client process.
Petra is not a single-advisor shop. Portfolio design, property research, due diligence, transaction coordination, investor relations, and tax strategy all work together around each client engagement.
"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
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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.
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Alex Lagerborg
Managing Director
35 years across finance, real estate, and investor relations. Background includes public company leadership and title services. Eagle Scout.
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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.
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Stefanie Schreiber-Jones
Transaction Coordinator & Investor Relations Manager
20+ years in real estate operations, title abstracting, and escrow. Manages personalized portfolio closings and investor communications.
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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.
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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.
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Brian Woldt, CPA
CPA
Nearly two decades of tax and accounting experience. Specialty: 1031 exchanges, cost segregation, advanced income planning, and generational wealth strategy.
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Petra team photo — replace with actual team photo when available
Work with the full team
When you engage Petra, you get the whole team — not just one advisor.
Securities offered through Saxony Securities, Inc., member
FINRA /
SIPC.
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