An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.

Join industry legends of alts distribution for a conversation on the evolution of alternative investments over the past 30 years.

These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.

Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!

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Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!

“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology

The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.