Invest in Real Estate: $1,000 Minimums
Invest With The Wealthy
Maximize your returns: Our 0.30% advisory fee is designed to keep more money in your pocket.
Explore Our List of Private Real Estate Funds
Lower Minimums. Lower Fees. Unprecedented Access.
Tired of hitting a wall when trying to access institutional private funds? You can easily buy stocks, but the best private assets are reserved for the ultra-wealthy. Treeview Capital breaks down that institutional wall, making private market diversification as easy as trading a stock. Sign up today to build a sophisticated, high-growth portfolio and feel confident knowing you are investing with the same opportunity as the world's wealthiest institutions.
Unlock exclusive private market investments for growth and passive income. With Treeview Capital, you can bypass the traditional barriers of high minimums and complex processes, making these sophisticated opportunities accessible.
We're democratizing private market investing. Our automated platform provides a streamlined, cost-effective way to invest in institutional-quality funds that were once reserved for a select few.
Simple and Direct Access to Top-Tier Institutional Funds
It has never been easier to invest in private markets. Simply use your Charles Schwab brokerage account to access our curated selection of interval funds and tender offer funds. We support a wide range of account types, including individual, joint, IRA, 401(k), LLC, and others.
Our 80+ funds are sourced from leading institutions, including the Forum Real Estate Income Fund, which has delivered returns of over 9% per year since its inception.
Choose from our expertly curated list of Private Real Estate Investment funds
Explore Our List of Private Real Estate FundsList of Private Real Estate Funds Available
Apollo Diversified Real Estate FundBlackstone Real Estate Income TrustBrookfield Real Estate Income TrustCohen & Steers Income Opportunities REITEQT Exeter Real Estate Income TrustForum Real Estate Income FundFS Credit Real Estate Income TrustHines Global Income TrustJP Morgan Real Estate Income TrustKKR Real Estate Select TrustPIMCO Flexible Real Estate Income FundRedwood Real Estate Debt FundOur Investment Partners
Treeview Capital is proud to offer investment opportunites from these institutions:
Start Investing With 3 Simple Steps
Sign Up to Become a Client
Complete our fast digital onboarding and e-sign your investment advisory agreement to secure your access.
Link Your Schwab Account
Securely connect your existing Charles Schwab brokerage account with Treeview Capital to enable access.
Choose Your Funds and Invest
Select from our 80+ curated funds and initiate your first investment with minimums as low as $1,000.
The Treeview Capital Advantage: What You Get
Most investment advisors restrict you to expensive public markets. Treeview Capital makes sophisticated alternative investments accessible to all investors.
Private Markets for Everyone: Access asset classes like Private Equity, Private Credit, Infrastructure, and Real Estate.
Ultra-Low Cost: Fees are as low as 0.20% of your investment, giving you the best-in-class pricing and access to the lowest-fee share classes available from fund managers.
Start Small: Enjoy the lowest investment minimums available to retail investors, starting at just $1,000.
Vetted Funds: A carefully curated list of interval funds and tender offer funds, selected and rated by our experts.
Personalized Guidance: Automated, personalized recommendations help you confidently select investments. Plus, get your First Month of Advisory FREE and benefit from exclusive referral discounts.
What others say about Treeview Capital
Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required."
The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.
I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.
Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.