Steve Surgent, Advisor
With 15 years experience as principal investor and advisor in real estate and financial markets, Steve Surgent has a strong track record of value-creation across multiple asset classes. Steve is Principal of Merit Holdings, LLC, a real estate investment and advisory firm focused on debt and equity investments in office, retail, multifamily, industrial and hotel properties.
Prior to forming Merit Holdings, Steve served as Vice President Acquisitions for Everest Holdings, a privately-held real estate investment company based in Scottsdale, Arizona. During his time at Everest, Steve was actively involved in the continual business development and relationship building with brokers, principals, lenders and all necessary third-party professionals. His efforts extending beyond properties, and into finance, joint venture, new capital sources, and other areas. Steve’s acquisition experience includes the underwriting of over $12 billion of hotel, office, retail, industrial and multifamily properties and the acquisition and disposition of over $200 million in assets over his tenure. In addition to transaction work, Steve led Everest’s consulting and advisory business, an area which was paramount to the cultivation of principal opportunities. To date, Steve has been actively involved in the completion of over 100 assignments involving the development, acquisition and disposition of a broad array of high-profile hotel, office, multifamily and residential assets across North America.
Prior to his experience at Everest, Steve was a private client Financial Consultant for Merrill Lynch & Co., Inc. and an Equity Trader for JP Morgan Chase & Co., respectively. He graduated from the University of San Diego in 1994 with a bachelor’s degree in Business Administration. Professional licenses held through the course of his career include Series 7, 63 and 65, in addition to an Arizona Real Estate License.