Sophisticated strategies delivered simply
PURPOSE-BUILT to help financial advisers deliver the benefits of private real estate investing to clients
Delivering the
Specifically designed to make private real estate uncomplicated for clients
Transparency
Understand the asset class through data, facts and education
Portfolio Diversification
Diversification within the strategy = diversification of your portfolio
Easy to Use
Simplified electronic subscription process
Third leg of every portfolio
Investment experts across the board have cautioned that the traditional 60/40 (stocks/bonds) model portfolio may not be equipped to meet client expectations in the 2020s. From geography, property sector, and vintage year to liquidity, risk/return profile, and growth/income tilt, we believe the benefits of including private real estate in a portfolio are more compelling than ever.
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Enhanced durable income
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Strong historical risk-adjusted returns
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Low volatility
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Inflation hedge
The Products
Formatted to enable advisors to easily align with their clients’ objectives
The Platform
Leverages analytics, insights, and execution capabilities to deliver on product outcomes
People
Rooted in a common purpose to serve, our team’s diverse background drives our commitment to help advisors serve their investors
For more than 40 years, large institutions have been investing in private real estate to diversify their portfolios.
Overall institutional investors’ portfolio allocation to real estate 10%
Private Real Estate has grown into the Third Largest Asset Class
Fixed
Income
Income
Real
Estate
Equities
Total return
Source: (Fixed Income and Equities) - SIFMA & Siblis Research Florance, Andrew & Miller, Norm & Spivey, Jay. (2010). (Real Estate) - Slicing, Dicing and Scoping the Size of the U.S. Commercial Real Estate Market. Journal of Real Estate Portfolio Management. 16. 10.1080/10835547.2010.12089875. Size of commercial real estate market updated from paper using same methodology, changes in CoStar Commercial Repeat Sales Index. Figure is understated as it doesn’t include new construction. Fixed Income data as of Q4 2022. Real Estate and Equities data as Q2 2023.
Third Largest Asset Class =
Third Leg of the Portfolio
Investment experts across the board have cautioned that the traditional 60/40 (stocks/bonds) model portfolio may not be equipped to meet client expectations in the 2020s. We believe the potential benefits of including private real estate in a portfolio are more compelling than ever.
- Enhanced durable income
- Low volatility
- Strong historical risk-adjusted returns
- Inflation hedge