Managed Portfolios

Designed for investors, trusts, and family offices with more than $5 million to invest, our sophisticated real estate debt and equity strategies can help you grow and diversify an established investment portfolio. Our services can be integrated with an existing wealth management strategy, and a customized reporting schedule can be developed. These discretionary portfolios are uniquely designed for each investor’s mandate and include:

• Access to markets and investments typically not available to individual investors
• Equity ventures not appropriate for conservative mortgage funds or strategies
• Off shore and on shore structures, with treasury services for various currencies and hedges

High net worth investors are increasingly adopting a multi-asset class approach to managing and protecting their wealth. Commercial mortgages are ideally suited to this strategy, as they share many characteristics of a high-yield bond, yet are secured by tangible real property.

An investment in a portfolio of commercial mortgages can provide:

• Superior risk-adjusted returns
• Consistent and predictable income
• Capital preservation while maintaining ready access to capital

Contact our Investor Relations group today to learn more.