P
Podlin International Realty, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides investment advisory services centered on managing, operating, leasing and redeveloping regional, grocery-anchored, power and international shopping centers and malls, and it also advises on publicly traded securities including REITs, stocks, mutual funds and ETFs. It offers tailored consulting and real estate brokerage services and implements securities trades through client-established brokerage accounts under a limited power of attorney when authorized.
The firm’s investment process combines detailed property-level analysis—physical condition, site demographics, traffic counts, competition and tenant/anchor opportunities—with conventional securities research that relies on third‑party analyst reports and market publications; client strategies are documented in writing and confirmed with clients. For real estate engagements the adviser negotiates leases and redevelopment deals and, when engaged, can prepare or review legal documentation through an affiliated law practice; it may exercise discretionary trading authority in brokerage accounts where a client has granted a limited power of attorney.
This firm is uncommon among investment managers in holding active real estate brokerage licensure and maintaining an affiliated law firm, enabling an integrated service set that spans deal negotiation, legal work and asset management. The adviser also highlights experience working with institutional and governmental entities and has provided international consulting and municipal redevelopment advice—client types and cross‑disciplinary services that are less common for firms in this category.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Active portfolio management
Occupation focus
Founder/Business Owner
Attorney
Fee options
1.0% of assets under management annually, billed quarterly as 1.0% of assets on first day of each quarter or $600 quarterly minimum fee
In some cases, services are provided on an hourly basis on a negotiated fee schedule
Account minimum: $2,400 annually Minimum fee: Minimum annual fee of $2,400 ($600 per quarter)
Main office location
Podlin International Realty, Ltd.
St. Simons Island GA, United States
Number of offices
1
Most active in
Podlin International Realty, Ltd. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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