Apollo Realty Income Solutions

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Focused on well-leased, income-oriented commercial real estate and mortgages securing commercial properties. ARIS utilizes a strategic approach to portfolio construction, targeting specific themes and property types and harnessing the resources, market knowledge and expertise of the broader Apollo platform. ARIS proactively asset manages the properties in an effort to create value, with a goal of capital appreciation.

• Category

  Income

  Type of fund

• Asset Class

  Real Estate

  Focus of this fund

• Fund Type

  Tender Offer

  Structure of this fund

• Performance - Last Year

  5.3%

  Most recent four quarters

• Performance - Last 2 Years

  5.6%

  Annualized over 24 months

• Performance - Last 3 Years

  N/A

  Annualized over 36 months

• Treeview Minimum

  25000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  2500

  Minimum investment without using an advisor

• Expense Fee Discount

  40.5

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.