Unison Investment Management, LLC

Fee-Only (% of Portfolio)

Unison Investment Management provides investment advice to pooled investment vehicles (the Funds). The Funds primarily invest in long-term equity investments in residential real estate through agreements with homeowners and homebuyers. Unison analyzes, selects, and invests in these agreements. Unison IM has full authority over investment decisions for the Funds and tailors its services to each Fund's objectives. Interests in the Funds are typically offered to institutional investors and high net worth individuals.

Assets Under Management$1.7B
Clients3
AdvisorsN/A
Avg. per Client$560M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Unison Investment Management manages pooled investment funds and receives a management fee and/or an asset management fee from the Funds. The specific amount and calculation of these fees are detailed in the Funds' governing documents and can vary between different Funds. Unison IM may also receive a REIT management fee and a disposition fee from certain Funds. A performance fee may also be charged.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Unison Investment Management, LLC | TrueAdvisor