Invest In World-Class Real Estate Funds Directly Through Your Schwab Account Funds
Institutional private real estate, simplified. Access high-quality commercial and residential portfolios optimized for consistent income and long-term capital appreciation.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
Start investing with just $5,000.
Our clients have invested an average of over $250,000 in private markets through our platform.
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.
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
How We Make It Possible
We use specialized structures called Interval Funds and Tender Offer Funds. This bridges the gap between everyday investors and private markets by providing:
- Retail Minimums: Access strategies from many institutional fund managers from just $5,000.
- True Value: Priced at Net Asset Value (NAV), shielding you from daily stock market volatility.
- Flexible Exits: Periodic quarterly liquidity windows, unlike the 10-year lockups of traditional private market funds.
Your Money Stays Safe at Charles Schwab
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.
- All Accounts Welcome: We support Individual, Joint, Traditional/Roth IRAs, Trusts, and Entity accounts.
- Digital Integration: Add private market funds using your Schwab account alongside your existing investments.
- Institutional Security: Your assets remain at Schwab with full SIPC protection. We provide the advisory bridge to private market funds but we have no withdrawal authority or direct access to your capital.
Our Investment Partners
Treeview Capital is proud to offer investment opportunites from these institutions:
Start Investing With 3 Simple Steps
Sign Up for Access
Complete our seamless digital onboarding and e-sign your advisory agreement to get started.
Link Your Schwab Account
Add Treeview Capital as the investment advisor for your existing Schwab brokerage account to connect your portfolio.
Choose Your Funds and Invest
Select from our 100+ curated funds and initiate your first investment purchase with minimums as low as $5,000.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional evergreen private market 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 $5,000.
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.
Registered with the SEC: We are held to a fiduciary standard — we are legally required to act in your interest.