Apollo Realty Income Solutions

  • 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

  • Treeview Rating

    StarStarStar

    Our overall rating of this fund

  • Treeview Risk Rating

    Medium-Low

    Our determination of this fund's risk

  • Fund Research

    Open Fund Website

    Information published by fund manager

  • 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

  • Investor Level

    Any

    Minimum required investor sophistication

  • Treeview Fee Discount

    1.25

    Annual fund expenses as a Treeview Capital client

  • Fund Fees

    2.1

    Annual fund expenses without using an advisor

  • Commission

    0

    Fee payable to Schwab to buy and sell

  • Next Redemption Date

    July 24, 2026

    Approximate date when fund can next be sold

  • Inception Date

    November 22, 2022

    Date fund was launched

  • Ticker Symbol

    ARIS

    How to identify this interval fund

Ready to invest in this fund? Start your investment request.

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.