Unison Investment Management, LLC

Fee-Only (% of Portfolio)

Unison Investment Management manages pooled investment funds that focus on long-term equity investments in residential real estate. The firm works with institutional investors, high net worth individuals, endowments, pension plans, and foundations through private placement funds. Investment decisions and strategies center around proprietary real estate agreements with homeowners and homebuyers, providing capital in exchange for an option to purchase an undivided percentage interest in the property at a later date. Unison Investment Management operates alongside affiliates that analyze and select these real estate agreements. The firm exercises full discretionary authority over the management of fund portfolios in accordance with governing fund documents.

Assets Under Management$1.6B
Clients3
AdvisorsN/A
Avg. per Client$540M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Unison Investment Management, LLC - Fees, AUM & Advisors | TrueAdvisor