Estating for Advisors

Your Trusted Partner to
Institutional-Grade Real Estate

We empower Independent Financial Advisors, Private Bankers, and RIAs to deepen client relationships and drive advisory growth.

Explore Partnership Model

The Advisor Challenge

Your HNWI clients demand sophisticated alternative investment access, yet traditional real estate investments create operational complexity, compliance burdens, and portfolio integration challenges. At the same time, competition intensifies as clients explore direct investment platforms and automated advisory solutions.

Our Solution

Estating is the first vertically integrated Real Estate Wealth Management Platform built specifically for regulated investment professionals. We transform curated real estate opportunities into institutional-grade, portfolio-ready, and fully bankable, securities, managed across their full lifecycle.
Enabling you to seamlessly integrate real estate into private wealth strategies, globally.

We Empower Advisors with Strong Value Drivers

Blue dollar sign currency symbol.

Revenue Expansion

Unlock new advisory income through curated, high-margin real estate opportunities that strengthen client portfolios and attract new HNW relationships.

Shield icon with a person figure inside and a circular arrow around the shield representing client retention.

Client Retention & Acquisition

Differentiate your practice with exclusive institutional-quality investments unavailable through standard platforms, strengthening client trust and loyalty.

White gear icon inside a dark blue circle representing operational settings.

Operational Simplicity

Portfolio-ready securities requiring no specialized real estate expertise – invest through standard custody accounts like stocks and bonds.

Icon of a person with a gear symbol above the right shoulder representing user settings or account control.

Advisory Control

You remain the lead advisor and relationship owner. Estating provides the institutional infrastructure, product management, and execution backbone.

Client Benefits You Deliver

Institutional Access

Professional-grade real estate opportunities previously reserved for institutions

Icon of a rising line graph with an upward arrow indicating performance growth.

Performance Potential

Diversified return sources with attractive risk-adjusted yields

Simplify icon featuring a circular arrow inside a rounded square.

Simplified Ownership

Securities-based structure with custody integration and transparent reporting

Blue icon depicting a simplified organizational hierarchy chart.

Professional Control

Full lifecycle management with institutional governance standards

Advisor Support Ecosystem

White graduation cap icon inside a dark blue rounded square.

Educational Resources

Circular icon with arrows forming a loop around a magnifying glass symbol in the center.

Full Lifecycle Management

Icon of a document with a folded corner and lines representing text on a dark blue background.

Marketing Infrastructure

Dark blue circular target icon with three concentric rings and a dot in the center.

Expert Partnership

Why Estating?

Proven Track Record

Demonstrated success with advisors globally

Advisor Centric

Built specifically for the advisory business model

Institutional Infrastructure

Luxembourg & Switzerland regulatory framework

Scalable Partnership

One-stop shop with flexible engagement

Redefining real estate as a core managed asset class for the regulated wealth ecosystem.

Speak to our experts
Redefining real estate as a core managed asset class for the regulated wealth ecosystem.
info@estating.com
Operations: Europe | Latin America | North America

Solution

Wealth Management PartnersFor Financial AdvisorsFamily OfficesDigital Investments PlatformsAssets PartnersEstating-as-a-Service

Company

TeamAbout UsContact

Resources

OpportunitiesNewsroom

Legal

ImprintTerms Of UseCookie PolicyPrivacy Policy

Berlin

Keithstrasse 10
10787 Berlin
Germany

Zurich

Brandschenkestrasse 4
8001 Zurich
Switzerland

Luxembourg

4 Rue du Fort Wallis
2714 Luxembourg
Luxembourg

Miami

333 SE 2nd Ave, S2000
33131 Miami, FL
United States of America

Madrid

C. de Velázquez, 34
28001 Madrid
Spain

Confidential & Proprietary | © 2025 Estating. All rights reserved.