Private Real Estate Funds
Income and diversification beyond the public markets — professionally managed real estate portfolios for accredited investors, each screened with fiduciary care.
What is a private real estate fund?
A private real estate fund pools capital from accredited investors to acquire and operate a diversified portfolio of properties or real estate debt, offering professional management, potential income, and diversification, typically through a private placement rather than a public exchange.
For investors who have already addressed their tax-deferral needs, or who simply want to put non-exchange capital to work, private funds offer exposure to institutional real estate strategies that are difficult to access individually: multifamily portfolios, industrial logistics, private credit, and value-add development.
Because these offerings vary widely in strategy, leverage, fees, and risk, independent due diligence matters enormously. We evaluate each fund's sponsor, track record, and structure before it ever reaches you.
Key takeaways
- Diversified, professionally managed real estate exposure
- Potential for income and long-term appreciation
- For accredited investors, via private placement
- Strategies span equity, debt, value-add, and core income
- Independent due diligence on every offering we present
Ways our clients put capital to work.
Core Income
Stabilized, cash-flowing properties prioritizing steady distributions.
Value-Add
Repositioning underperforming assets to grow income and value.
Real Estate Credit
Private lending strategies that target income from secured debt.
Sector-Focused
Concentrated exposure to industrial, multifamily, or niche sectors.
Private funds FAQ
Who can invest in private real estate funds?
These offerings are generally limited to accredited investors — a net worth over $1 million excluding your primary residence, or income over $200,000 ($300,000 jointly) in each of the last two years. We'll help confirm your eligibility.
How is this different from a publicly traded REIT?
Publicly traded REITs offer daily liquidity but move with the stock market. Private funds are illiquid and longer-term, but their value is tied more directly to the underlying real estate, which can reduce correlation to public-market swings.
What about fees and liquidity?
Private funds carry management and sometimes performance fees, and they are illiquid — your capital is typically committed for several years. We review the full fee structure and liquidity terms with you before you invest.
Looking to diversify?
Tell us your goals and we'll share suitable, independently vetted opportunities, with the full picture on risk, fees, and liquidity.