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CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
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Real Estate: The Foundation of a Diversified Portfolio

We provide strategic capital and expertise to real estate opportunities. Our funds don't just invest; we partner to build lasting value.

What are Real Estate Investments?

This asset class involves investing in physical property. Returns are generated through rental income (yield) and the appreciation of the property's value over time.

Our Access Strategies

We offer multiple entry points to suit different investor profiles:

REIT Funds

Providing liquid, diversified exposure to a portfolio of real estate assets, traded like stocks on public exchanges.

Direct Commercial Real Estate Funds

Acquiring, managing, and developing physical assets like office buildings, industrial warehouses, and apartment complexes for institutional-level investors.

Ideal For

Investors seeking portfolio diversification, inflation hedging, and a potential source of stable income.

Risk Level

Low to Medium

Key Benefits

Tangible asset backing

Inflation protection

Income generation potential

Portfolio diversification

Historical Performance

Past performance does not guarantee future results. Returns shown are net of fees.

5-Year Return

33.2%

Cumulative

Volatility

8.3%

Annual Standard Deviation

Sharpe Ratio

1.58

Risk-Adjusted Return

Annual Returns

2019
+9.2%
2020
+5.8%
2021
+11.4%
2022
-4.1%
2023
+8.7%

Disclaimer: Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Performance figures are hypothetical and for illustrative purposes only.

Fund Documents & Resources

Download our comprehensive fund materials and performance reports

Real Estate Portfolio Summary

PDF2.8 MB

REIT Performance Analysis

PDF1.6 MB

Property Market Outlook 2025

PDF2.3 MB

Note: Some documents may require investor accreditation verification. Please contact our investor relations team at investors@bellator.com for access.

Ready to Learn More About Real Estate?

Schedule a consultation with our investment team to discuss how this strategy can fit into your portfolio.

Bellator Family Office | Wealth Management & Private Investment