There are four real estate strategies you can expect to see in your portfolio. The strategies we employ represent the “how” behind the “what” you want to achieve as an investor.
You can find additional information on our four real estate strategies (Fixed Income, Core Plus, Value-Add, and Opportunistic) here.
Each asset in your portfolio will fall under one of the four strategies. While investors cannot invest in individual assets, the strategies will influence the expected risk/reward profile of a fund.
Investors will be prompted to select an investment plan when creating an account. Generally speaking, investors in our Income plan should expect to have more of their portfolio weighted toward Fixed Income and Core Plus strategies, our Growth plan investors would tend to be more allocated towards Value Add and Opportunistic strategies, and those in our Balanced Investing plan will likely be somewhere in between.
However, we believe that diversification is critical, so you will likely see a small percentage of your portfolio allocated to strategies that may seem to sit “outside” your intended objective.
