Your investment needs are our top priority and we’ll use our over 60 years of combined private-equity real estate expertise to 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 our investors with a personalized investing experience that simplifies the investment process and builds wealth diversification.

Personalized support you can depend on

When you open a Private Managed Account, a Client Relationship Manager will be your dedicated point of contact throughout your entire journey with us. Our Client Relationship Managers’ primary focus is providing you with a high-touch experience. They will guide you through the assessment of your personal circumstances and financial objectives, coordinate documentation, and serve as your primary contact throughout our relationship.

Private Managed Account Team

  • Review Committee – Peace of mind that the CrowdStreet Advisors CRE experts are reviewing and vetting every deal.
  • Client Relationship Managers – Team with the professionalism and dedication to deliver a superior client experience.
  • Portfolio Manager – Construct your personalized portfolio that is governed by your Individual Investment Policy Statement
  • CrowdStreet Advisors’ technology platform – Focused on efficient investment execution.