Heitman Real Estate Securities LLC (HRES) offers investment advice and manages investments in publicly traded real estate companies, including REITs. HRES provides advisory and sub-advisory services to institutions, including registered investment companies and pension plans. Investment strategies include US and Global Real Estate Securities. HRES uses fundamental, technical, quantitative, and qualitative analysis to inform investment decisions. The firm may also provide model portfolios to institutional clients.
Assets Under Management$1.9B
Clients20
AdvisorsN/A
Avg. per Client$94M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.45% |
| $250M+ | 0.40% |
Fee schedule is for US Real Estate Securities Total Return Strategy. Fees for other strategies vary. Advisory fees may vary and are negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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