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.
-
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
Did you know?
Private Real Estate has an index. We've made tracking it possible.
It's as easy as 1, 2, 3.
Did you know?
Private real estate has an index. We’ve made tracking it possible.
It’s easy as 1, 2, 3.
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

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.
Did you know?
Private Real Estate has an index. We've made tracking it possible.
It's as easy as 1, 2, 3.
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
