PRIVATE MANAGED ACCOUNTS
With Private Managed Accounts, you gain access to the offerings on the CrowdStreet marketplace without having to do any of the work. Let us protect your most valuable asset, time, by building a custom portfolio to meet your needs and manage the entire investment process from start to finish. Go about your daily life knowing your money is professionally managed and working for you.
We’ll build a personalized investment plan based on your long-term financial goals and invest on your behalf in the right marketplace deals to reach those goals. With over 60 years of combined private-equity real estate expertise, our team will provide you with ongoing custom support and commercial real estate recommendations to meet your individual investment goals. With a passion for identifying great opportunities for our investors, the Private Managed Accounts team is focused on providing you with a personalized investing experience that simplifies the investment process and builds wealth diversification.
Our Private Managed Account clients are served by:
- Review Committee: CrowdStreet CRE experts that are reviewing and vetting every deal.
- Portfolio Manager: An investment professional who construct your personalized portfolio as determined by your Individual Investment Policy Statement.
- Client Relationship Managers: Your one-on-one point of contact dedicated to delivering a superior client experience.
- CrowdStreet Advisors’ technology platform: Focused on efficient investment execution.