Adelante offers several distinct real estate securities strategies suitable for a wide range of investment goals. We can also work with clients to customize an existing strategy or engineer a new one of meet specific objectives. Customized strategies may entail targeting a particular region or property type to round out a client's private real estate portfolio.

Core Plus Strategy provides investors access to a core portfolio of institutional grade U.S. real estate securities.

Enhanced Long Strategy invests in a concentrated portfolio of U.S. real estate securities and has the potential to generate higher information ratios than traditional long-only strategies by employing both short selling and leverage.

Global Strategy seeks long-term capital growth and stable income returns by investing in a globally diversified portfolio of listed property companies that are undervalued relative to real estate value.

Select Equity Strategy focuses on a concentrated basket of U.S. real estate securities selected for greatest potential performance.

Total Return Strategy seeks high current return and long-term capital growth by investing in a diversified portfolio of U.S. companies that are undervalued relative to real estate value.

Investors can access these strategies through a variety of investment vehicles including:

Separate Accounts
Commingled Funds
WRAP Accounts
Mutual Fund

Please contact us to discuss which investment strategy and vehicle would be appropriate for your investment needs.