Real Estate
Build wealth through strategic real estate
From liquid REITs to direct property ownership, our comprehensive approach provides diversification, income generation, and inflation protection for your portfolio.
11.4%
Average Annual Return
$291M
Real Estate AUM
6.8%
Current Yield
147
Properties Managed
Investment Options
Real estate investment options
Comprehensive real estate strategies from liquid REITs to direct property ownership.
Public REITs
Yield 3.8-5.2%
Liquidity: High
Publicly traded Real Estate Investment Trusts providing liquid exposure to commercial real estate.
- Daily liquidity
- Professional management
- Diversified portfolios
- Dividend income
Private REITs
Yield 6.5-9.0%
Liquidity: Low
Non-traded REITs offering access to institutional-quality properties with higher yields.
- Higher yields
- Institutional access
- Value-add properties
- Quarterly distributions
Direct Property
Yield 7.0-12.0%
Liquidity: Very Low
Direct ownership of commercial and residential properties for maximum control and returns.
- Full ownership control
- Tax advantages
- Appreciation potential
- Cash flow generation
Real Estate Funds
Yield 8.0-15.0%
Liquidity: Medium
Pooled investment vehicles focused on specific real estate strategies and geographic regions.
- Professional management
- Strategy focus
- Geographic targeting
- Risk diversification
Sectors
Property types & sectors
Diversified exposure across commercial real estate sectors with different risk-return profiles.
Office Buildings
Commercial office properties in prime business districts with stable, long-term tenants.
- Stable cash flows
- Long lease terms
- Professional tenants
- Appreciation potential
Retail Properties
Shopping centers, strip malls, and standalone retail properties with diverse tenant bases.
- Steady income
- Triple-net leases
- Location value
- Consumer demand
Industrial Assets
Warehouses, distribution centers, and logistics facilities benefiting from e-commerce growth.
- E-commerce driven
- Long-term leases
- Low maintenance
- High demand
Multifamily
Apartment complexes and residential properties providing consistent rental income.
- Steady demand
- Inflation hedge
- Tax benefits
- Value-add opportunities
Healthcare REITs
Medical facilities, senior housing, and healthcare properties with demographic tailwinds.
- Aging demographics
- Essential services
- Stable operations
- Government backing
Data Centers
Technology infrastructure properties supporting cloud computing and digital transformation.
- Technology growth
- Long-term contracts
- High barriers to entry
- Recession resistant
The Case For Property
Why real estate?
Real estate provides unique benefits that complement traditional stock and bond portfolios.
Portfolio Diversification
Low correlation with stocks and bonds provides genuine portfolio diversification benefits.
Inflation Protection
Real estate typically appreciates with inflation, providing natural hedge against rising prices.
Income Generation
Regular rental income and distributions provide steady cash flow for investors.
Tax Benefits
Depreciation, 1031 exchanges, and other tax advantages enhance after-tax returns.
Our Methodology
Real estate investment strategies
Strategic approaches to real estate investing across the risk-return spectrum.
Schedule consultationCore Holdings
Stable, income-producing properties with long-term leases and established tenants for predictable returns.
Value-Add
Properties requiring improvements or repositioning to unlock additional value and higher returns.
Opportunistic
Higher-risk, higher-return strategies including development, distressed assets, and market dislocations.
Geographic Diversification
Spread investments across multiple markets to reduce concentration risk and capture regional growth.
Selection Discipline
Market analysis & selection
Our real estate investment process begins with rigorous market analysis, identifying locations with strong fundamentals, growth prospects, and favorable supply-demand dynamics.
Economic Fundamentals
Population growth, job creation, income levels, and economic diversification analysis
Supply & Demand
Construction pipelines, absorption rates, and vacancy trends across property types
Pricing Analysis
Cap rates, price trends, and valuation metrics relative to replacement costs
Top markets — current focus
Client Perspectives
Client success stories
“The REIT portfolio has provided excellent diversification and steady 7.2% yields. The real estate exposure has been perfect for balancing my tech-heavy equity portfolio.”
Richard Davis
Tech Executive
“Direct property investment through their partnerships has generated 12% annual returns. Professional management takes all the hassle out of real estate investing.”
Carol Martinez
Retired Teacher
“The diversified real estate strategy across public REITs, private funds, and direct properties has outperformed my expectations consistently.”
Steven Wong
Investment Banker
Questions
Frequently asked questions
Common questions about real estate investing and our property investment strategies.
What is the minimum investment for real estate strategies?
Real estate minimums vary by strategy: $25,000 for REIT portfolios, $100,000 for private REITs, and $250,000+ for direct property investments. We structure investments to match your capital and risk preferences.
How liquid are real estate investments?
Liquidity varies significantly: Public REITs trade daily like stocks, private REITs typically allow quarterly redemptions, and direct properties may require months or years to sell.
What fees are associated with real estate investing?
Fees depend on the investment type: REIT portfolios (1.5% management fee), private REITs (2-3% annually), and direct properties (acquisition, management, and disposition fees typically 1-3% each).
How do you select real estate investments?
We analyze location fundamentals, property quality, management teams, market trends, and financial metrics. Our process includes due diligence on operators, markets, and specific assets.
What are the tax implications of real estate investing?
Real estate offers various tax benefits including depreciation deductions, 1031 exchanges for direct properties, and favorable treatment of REIT distributions. We coordinate with your tax advisor for optimization.
How does real estate perform during economic downturns?
Real estate performance varies by property type and economic conditions. Essential properties (apartments, healthcare) tend to be more resilient, while discretionary properties (retail, hotels) may be more cyclical.
Private Advisory
Diversify with real estate investments
Schedule a consultation with our real estate specialists to learn how property investments can enhance your portfolio diversification and provide steady income generation.