Strategic Partnerships
Pegasus partners with RIAs, banks, trust companies, family offices, attorneys, and other trusted advisors to help clients make better decisions around directly held commercial real estate.
For many wealthy families, real estate is one of the largest, most complex, and least transparent assets on the balance sheet. It may be inherited, concentrated, under-managed, emotionally charged, tax-sensitive, or difficult to evaluate within a broader wealth plan.
Pegasus brings a fiduciary-minded, institutional-quality real estate platform to help advisors serve clients with confidence.
Contact Our Strategic Partnerships Team
Jason Lawit
Jason Lawit leads Pegasus’s Strategic Wealth Initiative, focused on building partnerships with wealth management firms, fiduciaries, banks, trust companies, attorneys, and family offices.
Jason brings deep experience at the intersection of wealth management, investment advice, fiduciary responsibility, and client experience. His work is focused on helping advisors identify when real estate requires specialized attention—and giving them a trusted partner who can evaluate, advise, execute, manage, and report with institutional discipline.
Why This Matters
Directly held real estate can sit outside the core wealth management platform. Yet it can represent a meaningful share of a family’s net worth, risk exposure, income, estate plan, tax strategy, and legacy.
Inherited real estate
Owner representation services
Concentrated family property holdings
Trustee-held commercial real estate
Estate liquidity or disposition needs
1031 exchange planning and transaction
Underperforming or under-managed assets
Generational transitions and family discord
Advisor need for independent valuation, monitoring, or documentation
How Pegasus Helps
Pegasus offers an integrated real estate advisory platform across four core disciplines.
Investment & Transaction Services
Portfolio reviews, asset-level analysis, acquisition and disposition strategy, valuation support, 1031 planning, and transaction execution.
Capital Markets
Debt placement, refinancing strategy, lender coordination, capital structure review, and financing execution.
Asset Management
Ongoing oversight, lease review, operating analysis, budgeting, reporting, tenant strategy, vendor coordination, and performance monitoring.
Fiduciary Support & Reporting
Documentation, monitoring, decision support, and reporting designed to help trustees and advisors demonstrate a thoughtful process.
Our Engagement Model
Engage
Understand the client, asset, goals, constraints, fiduciary context, and advisor relationship.
Diagnose
Review the real estate, financials, leases, market position, risks, opportunities, and ownership objectives.
Advise
Develop clear options: hold, sell, refinance, lease, reposition, exchange, improve management, and/or monitor.
Execute
Coordinate the appropriate path through Pegasus’s integrated platform.
Monitor & Report
Provide ongoing oversight, documentation, and reporting for advisors, fiduciaries, and families.
Built for Advisors
Pegasus is designed to complement—not compete with—the trusted advisor relationship.
We help wealth managers and fiduciaries expand their client offering, reduce blind spots, and bring specialized real estate expertise into the broader wealth planning conversation.
Advisors can do more. Clients do better. Institutions worry less.
Refer With Confidence
When real estate becomes complex, concentrated, inherited, under-reviewed, or strategically important, Pegasus can help.
Contact Our Strategic Partnerships Team