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  Independent    Unbiased    Value-Add 


Retail Real Estate

Investment, Management


Advisory Services



Meritage Retail Investment Advisors, LLC (“Meritage”) was founded on the core principle of providing independent, unbiased, and value-add Retail Investment, Management and Advisory Services. With an unparalleled depth of talent, Meritage is uniquely suited to help clients achieve their investment objectives in a complex and evolving industry. Our three Founding Members, Lori Gatto, Charles Waldron, and Bob Williams, have nearly 100 years of collective shopping center experience both in the private and public sectors. Their professional expertise is wide-ranging and includes comprehensive knowledge and experience in land acquisition, development, asset management, operations, leasing, marketing, dispositions, acquisitions and financing with a primary focus in the regional shopping center industry. The members at Meritage share an impressive track record of successes working together, as well as, with the ‘best in class’ owners, developers and investors of major retail properties across the nation. They have been directly involved in the investment management of large format retail projects valued in excess of $7 billion dollars.