Access World-Class Real Estate Funds for Just $1,000. Low Fees. Invest Through Schwab.
Access multi-family, industrial, and specialized real estate funds. Evaluate your next property allocation using our non-discretionary research portal.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
Start Investing With Just $1,000 and Get Your First Month FREE
Explore Our List of Private Real Estate Funds
Institutional Access, Democratized
Private markets are no longer out of reach. We’ve streamlined the process, giving you easy diversification that is as simple to access as buying a stock.
.svg)
.svg)
Skip the high investment minimums and complex paperwork. We give you a direct, hassle-free path to exclusive funds that were previously reserved for a select few
Switch from the traditional 1% advisory fee model to our 0.3% structure and keep more of your wealth compounding where it belongs - with you
Invest with confidence in top-tier Infrastructure, Real Estate, Private Equity, and Private Credit funds—all accessible through your existing Schwab account
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 Fund
Why We Use Interval Funds and Tender Offer Funds: The "Institutional Wrapper"
Most people are used to Mutual Funds or ETFs, but those are legally forbidden from holding significant private assets. To give you access to the 98% of companies that aren't on the stock market, we use specialized structures called Interval Funds and Tender Offer Funds.
Think of it as the bridge between the flexibility of a stock and the high-growth potential of private equity.
1. Institutional Quality, Retail Minimums: Traditionally, these funds required a $1M+ check and "Accredited Investor" status. By using Interval and Tender Offer structures, institutions like Ares, Blackstone, and KKR can offer the exact same strategies with minimums as low as $1,000.
2. No "Black Market" Volatility: Unlike stocks, which can swing wildly based on daily news, Interval Funds are priced at Net Asset Value (NAV). Your investment is valued based on the actual worth of the underlying companies, not a ticker-tape popularity contest.
3. Flexible Liquidity Options: Traditional Private Equity locks your money away for 7–10 years. We use funds that provide periodic liquidity — either through Quarterly Windows (Interval Funds) or Scheduled Repurchase Offers (Tender Offer Funds) — giving you a path to exit that traditional private funds don't offer.
Your Schwab Account: The Foundation of Your Access
We partner with Charles Schwab as our primary custodian to ensure your assets are held with one of the most trusted names in American finance.
- Seamless Integration for Schwab Clients: If you already have a Schwab account, linking it to Treeview Capital takes less than 60 seconds. Once connected, your private market investments appear alongside your existing stocks and bonds in a single, unified dashboard
- Broad Account Support: Whether you are looking to grow your personal wealth or manage a retirement nest egg, we support a wide range of account types through the Schwab platform, including:
- Personal: Individual and Joint Brokerage
- Retirement: Traditional IRA, Roth IRA, and Rollover 401(k)
- Entity: LLC, Trust, and Corporate accounts
- Easy Access for New Investors: Not with Schwab yet? Simply open a brokerage account on Schwab.com. Once your account is active, you can immediately link it to Treeview Capital to unlock institutional funds that are typically unavailable to individual investors.
- Security You Can Trust: Your money stays in a Schwab account held in your name. You get the peace of mind that comes with institutional-grade security and SIPC protection, while Treeview Capital provides the specialized access to institutional funds.
Our 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 90+ curated funds and initiate your first investment with minimums as low as $1,000.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional private funds.
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: Advisory 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.