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Private Managed Account Team

Personalized support you can depend on

As a Private Managed Account client, 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 opening your account, help you build a diversified CRE portfolio based on your unique investment objectives, handle your paperwork, and provide ongoing CRE investment recommendations.

Review Committee

Brings deep institutional capital partner experience and a consistent focus on meeting our clients’ objectives.

 

Client Relationship Managers

Team with the professionalism and dedication to deliver a superior client experience.

 

Portfolio Managers

Constructs your personalized portfolio that is governed by your Individual Investment Policy Statement.

 

CrowdStreet Capital infrastructure

Focused on regulatory compliance and efficient investment execution.


Join thousands of investors using the CrowdStreet marketplace to build a diversified real estate portfolio.

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