Adelante’s legacy as a premier, boutique real estate investment firm is a reflection of our many long-term, stable relationships both with institutional investors as well as companies in the commercial real estate investment community. We believe our history of long-term institutional investing and real estate investor relationships is evidence of our commitment to consistent, successful real estate investment strategies, our track record for superior client service and the high value we place on maintaining personal relationships.
We serve a wide range of institutional investors including public pension plans, corporate pension plans, foundations, endowments, and other tax-exempt entities through separate accounts and commingled funds. We also stand ready to work closely with the many financial investment consultants that serve and represent our current clients as well as many prospective real estate investors.
As a boutique investment firm focused only on real estate securities and REITS, we can offer our institutional investor clients unfettered access and transparency that many of our larger competitors cannot. Our institutional clients have access to every member of our real estate investment team at Adelante including the decision makers related to their portfolio’s allocations, operations, compliance management and client services. Whether you need market reactions, research information, strategic real estate portfolio planning or forecasting assistance, our institutional clients can talk directly to the Adelante team member with the most intimate knowledge of the issue at hand.
Adelante believes that real estate “houses the economy” and is an important component of well diversified investment portfolios. In an effort to provide varied avenues of exposure to the real estate sector and meet the diverse needs of our clients, Adelante has created real estate portfolios based on three core strategic allocations of real estate securities:
In addition, the Adelante team is very open to developing customized solutions for our institutional investors to meet their specific investment requirements and needs. Please contact us to explore a customized real estate investment solution in greater detail.