Investor (LP) Services

We provide an unbiased evaluation of individual investment opportunities, focusing on the assumptions, risks, and structural factors that drive expected performance. Our disciplined underwriting helps investors validate sponsor projections and make confident, well-supported commitments.

We track asset and fund-level performance across sponsors to highlight trends, risks, and value creation. Our reporting and analytics provide clear visibility into returns, leverage, rollover exposure, and distribution activity to support informed portfolio decisions.

We assess sponsor experience, track record, governance, reporting quality, and alignment to help investors understand who they are partnering with. Our process highlights strengths, weaknesses, and key considerations behind manager selection and ongoing oversight.

We centralize data from multiple managers and platforms into a single, cohesive reporting framework. This delivers a clear, standardized view of performance, exposure, and risk across an entire real estate portfolio.

We evaluate fund strategy, structure, fee design, and overall feasibility to determine whether the vehicle aligns with investor objectives. Our analysis clarifies how investment focus, economics, and incentives affect expected outcomes across the full life of the fund.

We build and manage the reporting, processes, and investment infrastructure needed to support a real estate-focused family office. This fractional service includes portfolio management, strategic advisory, account management, consolidated reporting, and bookkeeping tailored to UHNW investors.