About Us

Building Financial Opportunities.
Creating Lasting Value.

Premium Real Estate Investment & Consulting Firm is a full-service financial services firm built on more than 20 years of experience in capital raising, business funding, real estate investment, and strategic financial consulting.
Our team works with Banks, Security banks, HedgeFunds, entrepreneurs, investors, property owners, and businesses to identify opportunities, secure funding, strengthen financial strategies, and support long-term growth. Through extensive industry experience, professional certifications, and a commitment to personalized service, we provide practical guidance designed to help our clients move confidently from vision to execution.
From real estate investment and capital formation to business funding and financial consulting, business analysts, we bring together the knowledge, resources, and relationships needed to help clients make informed decisions and build sustainable success.
At Premium Real Estate Investment & Consulting Firm, we believe every financial goal deserves a clear strategy, trusted guidance, and the right opportunities to grow.
Your vision. Our expertise. A stronger financial future.

Meet PRE: Your Partner in Financial Success

Is your business growing but you don’t have the cash flow to keep up with demand? Our Express loan was designed to help growing businesses get the working capital they need—fast. You can pre-qualify for financing in as little as ten minutes.

As a preferred SBA lender, we approve loan applications in-house, which accelerates your time to funding. On top of an easy application and quick approval times, you also get lower rates and longer repayment terms than with conventional loans.

Rates at, or below prime + 2.75%
Up to $150K in funding
Terms of up to 10 years
No prepayment penalties

Our express loan gives business owners the working capital to buy equipment, get working capital, stock inventory, hire staff and more.

Discover Our Comprehensive Financial Offerings

SBA 7(A) LOAN FEATURES

Affordable Business Financing Since 7(a) loans are backed by the Small Business Administration (SBA), lenders are able provide lower interest rates and longer repayment terms compared to other business financing options. Because you pay less in monthly interest with an SBA 7(a) loan, you have the cash flow to successfully operate and grow your business.

SBA 504 LOAN FEATURES

Get Fixed Rates for Commercial Real Estate and Equipment The SBA 504 loan is designed to finance long-term fixed assets like commercial real estate and equipment. You can use a 504 loan to purchase and renovate an existing building, buy land and finance ground-up construction, purchase new equipment, or pay off debt incurred from these purchases.

CONSTRUCTION FINANCING FEATURES

Work with a Lender that Helps You Stay on Schedule and in Budget Time for a new location? As your small business continues to grow, make room to grow with it. Whether you’re adding a new location, or just looking for a bigger place to operate, partner with a lender who will custom fit the loan to meet your needs.

ASSET-BASED LENDING FEATURES

Get Financing that Can Support Rapid Growth With an asset-based loan from our preferred lender, small business owners can tap into cash currently invested in account receivables or inventory to support growth or turnaround objectives. You can borrow up to 75% of the value of your inventory and up to 85% of the value of your accounts receivable with our asset-based financing.

Trusted 1,000 Client

The PRE Advantage: Elevate Your Financial Strategy

01/Commitment to Integrity

We Lead with transparency. sound judgment, trusted advice at every step.

02/Proven Track Record

Our experience and disciplined approach help clients move forward with confidence.

03/Commitment to Education

We stay focused, responsive, and hands-on until the right outcome is achieved.

Schedule a Consultation with PRE

(704) 966-7531
$ 0.00

Complete Financial Checkup

The Complete Financial Checkup is a comprehensive review designed to help individuals, entrepreneurs, and business owners better understand their current financial position and identify practical next steps.

Services Included

Detailed Financial Assessment

Personalized budgeting guidance

Initial Market Insights Briefing

Important note

The Complete Financial Checkup is an educational and strategic review

$299 one-time fee

Capital Readiness & Business Funding Model

Prepare your business to pursue capital with greater clarity and structure. PRE evaluates your financial readiness, identifies funding requirements, organizes key documentation, and develops a strategic funding model aligned with your business objectives.

Services Included

Capital Readiness Assessment

Funding Needs Analysis

Business Funding Model

Funding Preparation

Strategic Funding Guidance

Important note

This service does not guarantee funding approval, investment returns, or access to any specific lender or investor.

$999 per quarter

Capital Stack & Funding Consulting

Develop a clear and informed funding structure for your business or real estate project. PRE helps evaluate capital requirements, funding gaps, debt and equity options, proposed terms, ownership considerations, and potential sources of capital. Clients receive strategic guidance and organized preparation to help them approach funding decisions with greater clarity.

Services Included

Senior Debt

Mezzanine or Subordinate Debt

Preferred Equity

Common Equity

Sponsor or Owner Contribution

Customized quote

Client Success Stories: Hear What They Say

Working with PRE has been a game-changer for my retirement planning. Their team provided insightful advice and tailored solutions that aligned perfectly with my financial goals.

Emily Johnson, Retired Educator

Case Studies

Church Funded $1.8 million

Shopping Plaza Center $2.9 Million Office

Office/ Retail Space $3.6 Million

High Rise Apartments $65 Million

Hotel $38 Million

Single Family Home Development $15 Million

Get Started Today!

Start Your Journey to Financial Success