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ODCEX: Y shares

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

Accordant-Logo 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.

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