Redefining private real estate investing
adjective
1. agreeing or compatible.
The smart money is on
private real estate
Real estate is not an alternative. Institutional investors such as major pension plans, general accounts, and sovereign wealth funds routinely invest in private real estate.
A complement to stock and bond portfolios
Private Real Estate behaves more like fixed income and can be a meaningful additional source of income for clients.
Restructured and Reimagined for individual investors
1982
USAA Real Estate (now Affinius Capital) is formed as real estate investment arm of USAA.
2002
Opened to institutional investors to invest alongside USAA via funds, REITs, and separate accounts.
2018
Creation of the Institutional Index Fund.
2021
IDR Investment Management, LLC ("IDR") launched a private fund and made it available to private wealth investors.
Dedicated private wealth team was created.
2023
Launched Accordant Investments as independent stand-alone company to leverage a 40-year heritage of strategic alliances.
Launched the Accordant ODCE Index Fund to bring the advantages of institutional real estate to the retail market.
The Products
Formatted to enable advisers to easily align with their clients’ objectives
The Platform
Leverages investment strategies, analytics, insights, and execution capabilities to deliver on product outcomes
The People
Rooted in a common purpose to serve, our team’s diverse background drives our commitment to help advisers serve their investors
dispels
the myths
of private real estate investing
Current state of alternative investing:
Accordant Investments un-alternative approach:
COMPLICATED
An easy, electronic subscription process with document automation and e-signature
OPAQUE
Transparent investment structure
NOT DIVERSIFIED
True diversification – Low correlation to stock and bond markets
EXCESSIVE FEES
Low management fees due to an index approach
ILLIQUIDITY
Fund provides quarterly redemption opportunities
LACK OF BLUE-CHIP SPONSORS
ODCE fund includes 26 of the industry’s top real estate managers with experience across all property types
NO CONNECTIVITY TO
TRADING / REPORTING SYSTEMS
Consistent and straight- forward reporting with a full view of underlying investments
Advising the Advisers
We believe you can add significant value to clients’ financial outcomes through proper wealth and investment planning. We can be a resource beyond the typical stock/bond options that can offer visibility and direct experience in private real estate to create value and achieve financial outcomes for the benefit of their clients.