Real Estate Investments For Fee-Only Advisors

Private Real Estate Funds For Independent Advisors

Registered Investment Advisors and family offices face difficult choices when it comes to asset allocation and real estate. Proper asset allocation dictates at least some real property exposure, but often there are only two choices: costly and inefficient private funds or public REITs.

Private funds are often characterized by high minimum investment thresholds as well as transaction-based fees and commissions (e.g. acquisition fees, debt placement fees, disposition fees). These costs not only dilute investor returns, they encourage transactions at the expense of carefully negotiated terms and prudently managed portfolios. This is inconsistent the need to preserve and grow investor capital.

As a result, RIAs sometimes choose to substitute privately-held real estate with publicly-traded REITs, even though public REITs often perform more like stocks than the underlying real estate in which they invest. (Learn More)

There is a better way. We sponsor cost-efficient private real estate investments designed specifically for Registered Investment Advisors and family offices.

Contact us to learn more about our track record.