Adelante offers three distinct strategies suitable for a wide range of goals in
real estate securities investment. We
can also work with clients to customize an
existing strategy or engineer a new one to meet
specific objectives. Customized
strategies may entail targeting a particular region or property type
to round out
a client's private real estate portfolio.
Total Return Strategy seeks high current return and long-term capital
growth by
investing in a diversified portfolio of companies that are undervalued relative to real
estate value.
Select Equity Strategy focuses on a concentrated basket of real estate securities selected
for greatest potential performance.
Core Plus Strategy provides investors access to a core portfolio of institutional grade
real estate securities.
Investors can access the Total Return, Select Equity and Core Plus Strategies
through various
investment vehicles including: separate accounts, mutual funds,
managed accounts and managed
multiple strategy portfolios via a wrap program.
Please
contact us to discuss which investment
strategy and vehicle would be
appropriate for your investment needs.