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WELCOME TO

SRI LLC

REAL ESTATE ASSET MANAGEMENT

ABOUT SRICONTACT US

SRI, LLC

OPPORTUNITY. EXPERTISE. TRUST.

SRI, LLC offers real estate asset management and investment advisory services to real estate investors that own, or are seeking to acquire, value-add or opportunistic investment properties. Property types include office, multifamily, retail and mixed-use, with a special focus on distressed real estate and loan workout situations. SRI, LLC will also offer investors the opportunity to participate in real estate investment partnerships that will acquire value-add and opportunistic investment properties located across the country.

SRI, LLC provides the resources necessary for the sophisticated real estate investor to take advantage of the opportunities presented by today’s ever-changing commercial real estate market. By leveraging the expertise of a trusted asset management company with local market knowledge, investors can significantly enhance the value of their real estate investment portfolio.

OUR SERVICES

With a proven track record, and a deep understanding of the markets in which we operate, SRI, LLC has the know-how to maximize the value of your real estate investment portfolio.

  • Identify potential acquisitions
  • Perform due diligence
  • Oversee your real estate portfolio
  • Maximize the value of your existing properties
  • Position your real estate assets for sale

ASSET MANAGEMENT

Real estate asset managers act as the property owners’ agent and adviser for the property. They plan and direct the purchase, development, repositioning and disposition of real estate on behalf of the business and investors. These managers focus on long-term strategic financial planning rather than on day-to-day operations of the property. Asset managers oversee and coordinate all of the following activities: property acquisition; property management; leasing; operational and financial reporting (including operating budgets); appraisals; audits; market review; accounting and reporting procedures, as well as refinancing and asset disposition plans.

Property Management

SRI, LLC provides rental property management services for properties located throughout the United States. Established in 1994 and with over 20 years of experience in owning and managing residential, commercial & retail properties, our experienced management team and professional office personnel give SRI an edge in a fiercely competitive market. SRI also has the in-house capability of leasing, acquisition analysis, design, and real estate law to ensure that we provide the best quality and service to our tenants and our owners.

OUR PORTFOLIO

515 Atrium, HOUSTON, TX

105,000 SF Office Building

Morningside View, New York, NY

30 Residential Units

Pine Hollow, Houston, TX

277 SF Office Building (IN CONTRACT)

Spring Park, Denham Springs, LA

137,537 SF Shopping Center

OUR TEAM

Harold Schertz

Principal

Harold Schertz has over 30 years of experience as a real estate professional, excelling in a broad range of roles including acquisition, asset management, disposition, project management, leasing and redevelopment of different types of real estate including office, multifamily and retail. As a former CPA at the firm of Oppenheim Appel Dixon & Co. he was responsible for accounting and audit review for various real estate clients. Mr. Schertz was a former Asset Manager at Merrill Lynch Hubbard, who was responsible for deploying redevelopment or releasing of various properties around the country. Mr. Schertz holds a Bachelor’s degree with Honors in Accounting and Economics from Yeshiva University and a Masters in Business Administration from Pace University.

Aryeh Victor, CPA

Chief Financial Officer

Aryeh Victor supports the financial reporting, tax preparation, analysis and due diligence process for SRI clients and investment partnerships. This includes analyzing new prospects, developing financial projections and monitoring the financial and operational performance of managed assets. Mr. Victor holds a Bachelor of Science in Accounting from Brooklyn College.

Jordan Williams

Associate

Jordan Williams is involved in the underwriting, acquisitions and project management for SRI as well as the day-to-day management of the assets. Mr. Williams holds a Bachelor’s degree in Accounting from Queens College and a Masters of Science in Real Estate from New York University.

SRI NEWS

Caspi buys a Tribeca commercial property; TF Cornerstone nabs Gap, FedEx buildings in Astoria

THE REAL DEAL October 24, 2016

Harold Schertz’s SRI LLC paid $17 million for a 30-unit multifamily building at 354 Cathedral Parkway on the Upper West Side. SRI also owns four office condominiums at 525 Park Avenue on the Upper East Side, which it acquired for $26 million last year. The asset management company’s latest buy is for a six-story building spanning 20,412 square feet. Orbach Group bought the building for $7 million in 2012.

Asset management firm acquires four Lenox Hill office condos for $26M

THE REAL DEAL April 17, 2015

SRI LLC, a Midtown-based asset management firm, picked up four office condominium units in a mixed-use Lenox Hill building for $25.6 million, according to property records filed with the city Friday.

The company closed on the four units, located in a 15-story building at 525 Park Avenue, last week. The roughly 100-year-old building, near East 61st Street, holds five offices totaling nearly 12,000 square feet, according to property records, and also houses 48 residential units.

The seller, Lido Realty LLC, bought the four units for $21.7 million in 2013.

Harold Schertz, principal at SRI, did not return a request for comment. Representatives for Lido Realty could not be reached for comment.

Private equity firm Avista Capital Partners acquired a condo at the building for $16.5 million in 2013.

CONTACT US

SRI, LLC

232 Madison Ave. Suite 608

New York, NY 10016

Tel: 646-366-0500

hschertz@srillc.com
www.SRILLC.com