Private Real Estate Investing | Accordant Investments

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.

Enhanced durable income
Strong historical risk-adjusted returns

Low volatility
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

Private Real Estate has grown into the Third Largest Asset Class

^$0T

Fixed
Income

Income

^$0T

Real
Estate

^$0T

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

Why have you not invested in private real estate?

It’s been difficult to know how to invest in private real estate…

So, what’s changed?

We engineered an easy way
to access private real estate. Through our strategic partnerships, we have created an index fund solution that is helping bridge the gap between portfolio theory and practical application.

You know how cumbersome adopting a new investment product can be…

So, why would you ever do it?

You deserve better –
so we solved the complicated parts by enabling investors the ability to purchase the index fund through major platforms on a daily basis.

So, what are you waiting for?

We paved the way for advisers
to effortlessly deliver the tangible benefits of private real estate with confidence for the first time.

Private Real Estate has grown into the Third Largest Asset Class

^$0T

Fixed
Income

Income

^$0T

Real
Estate

^$0T

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

Enhanced durable income
Low volatility
Strong historical risk-adjusted returns
Inflation hedge