Private Real Estate Investments
Available to Zen Advisory Program clients, where appropriate
Real Estate Investment Trusts (REITs) can be publicly traded on stock exchanges or privately held and non-publicly traded. This page refers specifically to private real estate investments—non-publicly traded REITs that provide exposure to income-producing real estate outside of traditional equity markets. These investments are offered to clients in the Zen Advisory Program where appropriate and subject to state suitability requirements. They are not suitable for everyone.
Private real estate investments can add diversification to a portfolio by providing exposure to tangible, real assets such as:
- Commercial office and mixed-use properties
- Warehousing and logistics facilities
- Student housing developments
- Residential housing communities and multifamily properties
Because private real estate investments are generally less liquid than publicly traded REITs, they require a longer-term outlook and careful consideration. We help clients evaluate whether private real estate fits within their overall investment strategy, confirm that they meet all suitability requirements, and determine an appropriate allocation based on their risk tolerance and goals. We also walk clients through the required paperwork and documentation to ensure the process is clear and completed correctly.
