Invest in Real Estate Funds as an Individual
Access professionally managed private real estate equity and debt strategies from $5,000, with advisory fees starting at 0.30% and automatically discounted for larger accounts.
Private funds, not direct property ownership or exchange-traded real estate stocks.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
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 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
Private Equity, Private Credit, Infrastructure, Real Estate, and Venture Capital funds are all accessible through your existing Schwab account
Choose from our screened selection of Private Real Estate Investment funds
Explore Our List of Private Real Estate FundsSome 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:
- Reduced Minimums: Access strategies from many institutional fund managers from just $5,000.
- True Value: Valued periodically at NAV rather than trading continuously on an exchange.
- Limited Repurchase Opportunities: Interval and tender offer funds may periodically offer to repurchase a limited amount of shares. Repurchases are not guaranteed and may be suspended or prorated. Investors should be prepared to hold these investments for extended periods.
Your Investment Stays in Your Schwab Account
Your assets remain at Charles Schwab rather than being held by Treeview. Treeview provides the advisory access and recommendations. You retain control of your account and approve your investment decisions.
- Use the Account You Already Have: Individual, joint, IRA, trust, and entity accounts are supported.
- Keep Everything Together: Eligible private market investments can sit alongside your existing brokerage portfolio.
- You Retain Control: Treeview provides advice and access but does not have authority to withdraw your assets.
One Platform. Many Institutional Managers.
Build across managers and strategies instead of relying on one firm's investment ecosystem. Treeview gives you access to screened funds from established private market managers through the brokerage relationship you already use.
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.
View Your Recommendations
Review the funds recommended by our software based on your profile and initiate an eligible investment through your linked account.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional evergreen private market funds.
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.
Fee-Efficient Structure: Advisory fees start at 0.30%, with automatic discounts for larger accounts, down to 0.20%. We provide institutional pricing and access to the institutional share classes available from fund managers.
Accessible Investment Minimums: Participate in alternative asset classes with an initial account minimum starting at $5,000.
Screened Alternatives Portfolio: Access to interval funds and tender offer funds that have met our firm’s quantitative and qualitative review criteria.
Tailored Portfolio Guidance: Algorithmic recommendation tools help align investment selections with your individual risk profile and financial goals.
Fiduciary Investment Advice: Treeview Capital is an SEC-registered investment adviser with a fiduciary duty to act in our clients’ best interests.