Creating Value for Advisors
We aim to create value for advisors with solutions that help you meet your business goals, differentiate your practice and build stronger client relationships.
Our solutions meet a wide range of client goals and accommodate various risk tolerances and tax considerations.
We simplify the investing process, leaving you more time to focus on what is most important for your business.
Leverage your dedicated relationship manager’s deep expertise in private real estate investing to keep your clients educated and informed.
Our Funds are available for custody on all major third-party custodial platforms.
We offer multifamily real estate investments designed to help individual investors protect and grow their wealth.
Subscribe to our quarterly newsletter and access our report on private real estate for advisors.
In today’s market, it’s not enough to just build the traditional portfolio of stocks and bonds. Private real estate may reduce portfolio volatility, provide diversification, generate yield, and enhance returns.
*Represents the annual compounded total return achieved from 1/1/2000 – 12/31/2022. Source: Stocks and Bonds: SPDR S&P 500 ETF Trust (SPY) and iShares Core U.S. Aggregate Bond ETF (AGG). Multifamily Real Estate: NCREIF Property Index (NPI) – Apartments. **Represents standard deviation of historical annual returns achieved from from 1/1/2000 – 12/31/2022. ***Calculated as (historical return – 10-year treasury yield)/standard deviation. All data as of 12/31/22.
Real estate expertise can be a time-intensive skill set for advisors to acquire and so many choose not to. Advisors that offer alternative investments through a vetted manager may have a competitive advantage that could allow you to attract new clients.
In a recent InvestmentNews survey, 51% of investors said they would seek to execute alternative investment strategies through their financial advisor vs. working directly through an asset manager. A crucial part of relationship management is providing a holistic look across a client’s entire investment portfolio.
The multifamily real estate asset class provides stable, non-correlated returns to help your clients achieve optimal portfolio diversification. Multifamily properties have consistently demonstrated lower risk and higher returns than other property types and have a low correlation to equities, bonds, and other alternative asset classes.
The bubble sizes in the corresponding chart represent the Sharpe Ratio, a measure of excess return per unit of risk, for each property type. The data’s source is the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index and represents the average annualized return over each five-year period from 1/1/1990 to 12/31/2022. Returns are unlevered.
Tell us about yourself and get due diligence documents for our open Funds.