TA Realty LLC
SEC RegisteredSince 1982, TA Realty has made private real estate investing our sole focus.
About the firm
TA Realty is a boutique real estate investment firm combining the responsiveness of a smaller firm with the strong foundation of domestic and international institutional capital. With a focus on income and driving value through active, property-level operating expertise, the firm seeks to deliver outsized performance and achieve attractive risk-adjusted returns for investors. TA Realty's national reach and diversification, along with local market insight, distinguish its approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private real estate investing, including investing and managing across multiple real estate markets over broad economic cycles, with a focus on income generation and value creation through active, property-level operating expertise.
Who they serve
Domestic and international institutional capital investors
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $0 |
| Pension/Profit Sharing Plans | 23 | $1.5B |
23 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TA Realty LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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