About Us

Roth Investment & Advisory invests as a principal alongside qualified local developers to realize multi-family, office, retail and mixed-use projects in select US markets. The firm also provides advisory services to international and domestic investors as a partner or a third party provider.

Cocowalk Plaza

Services provided include the following:

  • Site Selection and Procurement
  • Conceptualization and Visioning
  • Market Analysis and Research
  • Site Planning
  • Project Positioning
  • Zoning and Entitlements
  • Design Oversight
  • Financial Analysis and Modeling
  • Construction Budgeting Oversight
  • Value Engineering
  • Project Financing and Capital Sourcing
  • Development Execution & Construction Oversight

For a representative list of Roth Investment & Advisory’s recent clients, CLICK HERE

  • Marketing Program Development
  • Leasing and Brokerage
  • Asset Management
  • Redevelopment and Repositioning
  • Direct Asset Acquisitions
  • Direct Asset Dispositions
  • Transaction Underwriting
  • Lease and Contract Review/Negotiations
  • Due Diligence
  • Joint Venture and Partnership Formulation
  • Execution of Asset’s Real Estate Strategy
  • Financial Reporting