Licensed Fiduciary AdvisorsServing property owners & investors nationwide
Sponsors & due diligence

Independent access. Rigorous vetting.

We're not tied to a single shelf. We maintain relationships across leading real estate sponsors and screen every offering independently — so what reaches you has already cleared a high bar.

Why independence matters

More options. Fewer conflicts.

When an advisor can only offer one sponsor's products, your "best option" is whatever's on their shelf. We work differently.

By maintaining relationships with 40+ sponsors across asset classes, we can match your goals to genuinely suitable offerings, and walk away from anything that doesn't measure up. Independence isn't a tagline for us; it's the structure of how we work.

Our diligence covers

  • Sponsor track record and tenure across market cycles
  • Leverage levels and financing structure
  • Market and submarket fundamentals
  • Fee structure and alignment of interests
  • Property condition, tenancy, and lease quality
  • Stress scenarios and downside risk
Our partners

Featured Sponsors

Asset classes our sponsors cover

Breadth, by design.

Multifamily

Garden, mid-rise, and high-rise residential communities.

Industrial

Logistics, warehouse, and distribution facilities.

Net Lease

Necessity retail and credit-tenant single-tenant assets.

Medical Office

Purpose-built healthcare real estate.

Self-Storage

Diversified, multi-market storage portfolios.

Student & Senior

Specialized residential niches with durable demand.

Hospitality

Select-service and extended-stay assets.

Diversified Funds

Multi-asset strategies for broader exposure.

Sponsor relationships and available asset classes change over time. Availability is offered to accredited investors via private placement.

See what's available to you.

Request the current, independently vetted property list, curated to your goals.