Many portfolio theories call for balanced portfolios to include an exposure to real estate. Direct ownership of real estate assets is difficult and impractical for many investors. Some investors believe that they are achieving some real estate exposure through ownership of REITs or similar investments, but those products often correlate more to the stock market than to the real estate cycle. Indirect exposure through funds is ideal, but many investment advisors have difficulty finding quality products they can recommend to their clients.
Blue Cardinal Capital works with investment advisors to help them evaluate our products and complete due diligence on behalf of their clients. Our model is flexible, and we can provide value and fair returns to investors while fairly compensating advisors, including fiduciaries.
For information about our program for investment advisors, including how we can develop custom or white-label products for your firm, please contact us.