Solution introduction

Deliver tailored real estate recommendations to your clients

Let us be your real estate experts, so you can focus on your clients

Grow your clients wealth by providing them with access to direct commercial real estate investments on a risk first basis.

Leverage the power of Allocation Intelligence and proprietary industry-first matching algorithms.

How it works

1. Individualized risk assessment
Quickly create customized risk-based allocation models for all of your clients with our simple, white-label assessment tool.

2. Proprietary risk underwriting
Instantly quantify the underlying risk of investment for all of your participating clients, using our proprietary technology that leverages allocation intelligence and
‍industry leading models.

3. Personalized allocation assessments
Receive individual allocation recommendations for each client based on their target risk model. Easily complete their investment with our white glove subscription service.

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