CapRate Commercial Real Estate Advisors was founded in 2016 on the basic principle that we, as an intermediary and service provider, exist to help owners obtain their personal and professional aspirations. We believe that all real estate owners can benefit from sophisticated investment services regardless of the size and composition of their portfolios. Our company delivers on this promise by providing best-in-class brokerage and advisory services to private capital clients.
The private capital market segment is underserved by the existing large intermediary and service provider models, and we knew that we could build a system that better serves the clients and sales force.
CapRate is driven by an enduring set of core values. These are:
We believe that a company should serve its clients needs through a differentiated product offering tailored to their situation. Our strategic growth is centered around these core values and principles.
CapRate Commercial Real Estate Advisors is driven by a culture of unshakable core values. We believe that real estate is foundational, and as such, the way we do business is as important as our outstanding performance.
We are only one of many stakeholders in any real estate investment. Still, we strive to be a major positive influence in the communities that we serve and in the lives of our team members. Therefore, we make every effort to maximize the impact of our interaction with all our stakeholders.
CapRate places integrity and authenticity at the top of our list of values for a reason. As an investment service provider, our reputation is everything. We have a zero tolerance policy for anything – real or perceived – that brings these values into question.
Our sales force and back office personnel operate under a strong code of conduct that places the client’s interests at the center of our mission. Conflicts of interest are quickly mitigated to eliminate any doubt to that fact.
We believe in the strength of individuals to change the world.
Our business relies on client relationships and the ability for our team to overdeliver on our promises. This is best achieved by pursuing two principles in building the business. First, we look for ambitious individuals that will complement our team and bring a different perspective. Second, we give a voice to everyone in the organization that can add value to our service offering.
These principles are embodied in all our core values.
The success of our business is inseparable from the success of the communities in which we operate. We seek opportunities to support local charitable organizations and enrich the lives of all those in the community.
Two of our primary causes of interest are supporting the military – active military, veterans, and their families – and alleviating homelessness. We do this through hands on volunteering, financial support, and hiring outstanding individuals whenever possible.
As a diversified real estate services company, we have a tremendous opportunity to influence the future landscape of the communities in which we do business.
We participate in local and global organizations that are recognized thought leaders in sustainable development. This gives a diverse perspective on what it takes to build a sustainable community.
We advise our clients in the most innovative and forward-focused development practices. Creativity is essential to our brand of leadership, and we believe in our ability to shape the future by inspiring others to do the right thing for their community.
Beyond client needs, we are aligned in the importance for a business to provide a platform for growth and innovation within the communities we serve.
The CapRate Commercial Real Estate Advisors leadership team was created with the highest standards of professionalism, integrity, and performance in mind. We believe that leaders have two roles in the organization. First and foremost, they must live our values and set an example for everyone representing the brand to follow. Second, they must ensure that the sales force and back office have the tools necessary, in training and technology, to provide the greatest service to our clients.
We are proud to offer real estate professionals a true powerhouse team that has the proven history and performance abilities for creating a successful investment advisory practice.
Co-Founder, President, and Broker
William J. “Bill” Berthiaume, II is the Co-Founder, President, and Broker of CapRate Commercial Real Estate Advisors. Bill brings more than 16 years of brokerage sales, business development, capital raising, underwriting, strategic partnerships, and acquisitions and dispositions to the firm. He has personally brokered over $90 million in real estate transactions representing well over 2 million square feet of apartment space. In addition, he has participated or negotiated transactions totaling more than $100 million. He has received multiple awards recognizing his sales, negotiation abilities and ability to navigate and execute difficult transactions. He is proud to have had the opportunity to mentor and manage many successful professionals in sales and brokerage. Mr. Berthiaume is passionate about real estate and thrives on the challenges associated with the business and deal structure. He and his wife are active in charities focusing on helping our veterans and children based charities. In addition to his charitable efforts, he enjoys volunteering to coach youth sports with a focus on developing young people to aspire to great heights through lessons learned through sports participation. He is a third generation Florida native and currently lives in Royal Palm Beach with his wife, Jennifer, and their two daughters.
224 Datura Street
West Palm Beach, FL 33401