Questions
Questions, answered.
Principled Deals & Assets is a boutique advisory firm at 425 Town Plaza Avenue, Ponte Vedra, FL 32081, with three practices: real estate, institutional investment marketing, and film and television financing. Below are the questions we are asked most, with the same answers we would give you on a call.
Working with PDA
What a first conversation involves, and what happens after it.
- What does a first conversation look like?
- Fifteen minutes, confidential, and about you rather than us. We listen for your immediate needs and longer-term objectives, and we'll tell you plainly whether we're the right fit.
- How quickly will I hear back?
- Ngozi personally reviews every message and call request and replies within one business day.
- Is my information kept private?
- Yes. Discretion is central to how we work. PDA never sells personal details.
- Who is PDA's ideal client?
- Our ideal client is someone who wants to work with us, and with whom we believe we can genuinely help. Before formally engaging, we take the time to understand the opportunity, the objectives and what matters most to the client.
- What happens after the first conversation?
- Every engagement begins with thoughtful discovery. We gain a clear understanding of the client's immediate needs, long-term objectives and broader priorities. We uncover the pain points, barriers, concerns and potential obstacles standing between the client and their desired outcome. We work together to define what success looks like and establish a shared understanding of the engagement, expectations and objectives. Once aligned, we formalize the relationship through the appropriate engagement documentation.
- How often will I hear from you during an engagement?
- Throughout the engagement, we keep our clients informed according to their preferred level of communication. Some clients may feel we overcommunicate. We consider that the highest compliment. You should never have to wonder what's happening.
The firm
Who PDA is, where it is, and what it is licensed to do.
- What is Principled Deals & Assets?
- Principled Deals & Assets is a boutique advisory firm in Ponte Vedra, Florida with three practices: real estate, institutional investment marketing, and film and television financing.
- Where is PDA located?
- Principled Deals & Assets is located at 425 Town Plaza Avenue, Ponte Vedra, FL 32081. Our real estate practice specializes in Nassau, Duval and St. Johns counties and serves clients across Florida. Our institutional investments marketing and film practices work with clients nationwide.
- Where do you work?
- Our real estate practice specializes in Nassau, Duval and St. Johns counties and serves clients across Florida. Our institutional investments marketing and film practices work with clients nationwide.
- Who is Ngozi Ada Chuku?
- Ngozi Ada Chuku is Founder and Managing Partner of Principled Deals & Assets. A proud Jacksonville native, Ngozi brings more than 14 years of advisory experience including management consulting, client service and institutional distribution at Accenture, BlackRock and Barings, respectively.
- What licenses and registrations does PDA hold?
- Ngozi Ada Chuku holds Florida Real Estate Sales Associate License SL3541407 and FINRA Series 7 and Series 63 registrations. Securities offered through GT Securities, Inc., member FINRA, SIPC.
Real estate
Investing in Spaces: residential and commercial advisory in Northeast Florida.
- What does PDA offer real estate transactors?
- The tools, resources and strategic guidance to make the right moves … in and out of physical spaces.
- How does PDA work with Keller Williams St. Johns?
- PDA's Real Estate Investment Advisory Practice is delivered in partnership with Keller Williams St. Johns (KWSJ), combining strategic advisory with deep local brokerage expertise across St. Johns County and the wider Northeast Florida market … from Ponte Vedra and Nocatee to Jacksonville and the surrounding counties.
- What are the three Ds?
- Three of life's most consequential real estate circumstances: death, divorce and distress. These transactions often involve far more than the property itself. They can require discretion, sensitivity, sound strategy and careful coordination among multiple parties. Our role is to help clients understand their options, protect their interests and make informed decisions during moments when the stakes are especially high.
- What kinds of commercial property does PDA advise on?
- On the commercial side, PDA specializes in advising and facilitating transactions involving Mixed-use, Office, Multi-family and Special-use spaces. What we affectionately refer to as MOMS. Our Special-Use expertise extends to three sectors particularly relevant to our region and broader network: Sports, Aviation and Healthcare.
Institutional investment marketing
Investing in Paces: private-market access for institutional allocators.
- What does PDA offer institutional investors?
- Access to private-market opportunities and institutional-grade investment strategies … paired with the flexibility to evaluate and allocate capital at the paces and cadences aligned with their investment objectives.
- What kinds of investors do you work with on the institutional side?
- Family offices, foundations and endowments primarily, along with pensions, public entities, sovereign wealth funds and ultra-high-net-worth investors who meet Qualified Purchaser standards. Private offerings are subject to GT Securities' review.
- How does PDA work with GT Securities?
- PDA's Institutional Investment Marketing Practice is delivered in partnership with GT Securities, a FINRA-registered broker-dealer, combining institutional investment marketing with the infrastructure and oversight of an established capital markets platform. In industry terms, this is third-party marketing for private funds … the work of a placement agent, introducing private equity, private credit and real asset managers to the limited partners who may allocate to them.
- Who can access private offerings?
- Private offerings are available only to investors who meet applicable eligibility requirements, including Qualified Purchaser standards, and are subject to the review and approval of GT Securities.
Film and television
Investing in Faces: development and financing for film, television and digital.
- What does PDA offer film financiers?
- Opportunities to invest in diverse faces and gripping stories that captivate minds … not only the talent in front of the camera, but also the creators, production teams and audiences behind it.
- What are FAB faces?
- PDA facilitates the development and financing of film, television and digital projects centered on one or more FAB faces: female-driven, Americans with disabilities and BIPOC. These FAB faces can be reflected throughout a project; from its characters, to its creators, to its development teams, to its production crews and to its target audiences.
- Who does the film practice work with?
- From Northeast Florida, we work with independent producers, showrunners, documentary filmmakers and digital-first creators who have a project and need a finance advisor … someone to help shape it into something financeable, and then to make the introductions that move it forward. The work spans feature films, television series and limited series, documentaries and digital projects.
- How do film production incentives fit into a financing plan?
- US-based film production incentives … whether state, county or city programs … change over time and rarely fund a project on their own. Where an incentive may apply, we help producers understand how it fits alongside private financing rather than treating it as the plan. The plan is the story, the team and the audience; incentives are one line in the budget.
- Does PDA accept unsolicited scripts or creative materials?
- Principled Deals & Assets does not accept any unsolicited creative materials including development slates, log lines, screenplays, teleplays, show bibles, film outlines, film treatments and/or series documents. Any and all unsolicited creative materials are immediately discarded without review.
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