Real estate is the world's largest asset class at $380 trillion. Yet less than 10% is institutionally bankable.
Closing the Gap Between Institutional Real Estate and Wealth Management
The first end-to-end platform built for regulated investment professionals.
Curated asset opportunities. Institutional-grade end-to-end delivery. Full lifecycle control.
Why Real Estate Remains Locked Out of Wealth Portfolios
High demand. Sub-Optimal structure.
The Access Gap
The Problem
High-quality institutional deals require $5M+ minimums, direct GP relationships, and proprietary deal flow, systematically excluding private wealth channels.
The Impact
HNW clients are locked out of best-in-class opportunities. Advisors lose to direct platforms. Alpha stays institutional.
The Operational Burden
The Problem
Each deal requires bespoke legal structuring, tax planning, subscription execution, custody onboarding, and lifecycle reporting. All manual, expensive, and time-consuming.
The Impact
Advisors become operators instead of advisors. Scalability breaks. Efficiency collapse.
Portfolio Exclusion
The Problem
Traditional real estate investments lock capital for 7-10 years with no secondary market access, and no custodial integration.
The Impact
Advisors can't integrate into dynamic portfolios. Clients can't capture alpha. Wealth platforms can't offer curated real estate opportunities.
The Compliance Maze
The Problem
Local structures, inconsistent documentation, jurisdiction-specific tax treatment, and custody incompatibility create operational friction at every level.
The Impact
Most opportunities fall outside regulated advisor workflows, forcing professionals to choose between client needs and compliance standards.
Estating was built to solve all four, so you can focus on what matters: building a more complete portfolio.
See How It WorksInstitutional Real Estate. Advisor-Ready Access. Zero Operational Burden.
We own the entire value chain—from origination to exit—so you can focus on what matters: advising clients and building portfolios.
Curated Asset Opportunities
We pick. You advise. Your clients invest.
Exclusive, hand-selected opportunities from vetted institutional Asset Partners. Each deal undergoes rigorous due diligence, institutional structuring, and alignment of interests—delivering alpha potential with full transparency.
Institutional-Grade Platform
End-to-end infrastructure. Seamlessly integrated.
We deliver custody-ready securities that integrate into existing wealth management systems—no parallel processes, no manual workflows, no infrastructure burden.
Full Lifecycle Control
From investment to exit, we're with you every step.
We don't just originate deals. We manage the entire asset journey: onboarding, reporting, corporate actions, audits, secondary market facilitation, and exit execution. Continuity, transparency, and active support at every milestone.
Build a more complete portfolio with Real Estate
Curated deals from vetted Asset Partners. Structured for portfolio integration. Available now.
PRE-SUBSCRIPTION
Phoenix
Estating & Leon Capital | Soltra Sonoran Desert
TARGET HOLDING PERIOD
3 years
TOTAL ISSUANCE VOLUME
$5,000,000
WEALTH GROWTH
OPPORTUNITY
UNITED STATES
SECONDARY MARKET
Dominican Republic, Samana
Estating & Samana | Samana Land Bank Trust
TARGET HOLDING PERIOD
5 years (3y op.)
TOTAL ISSUANCE VOLUME
$12,000,000
INVESTOR MULTIPLE
±1.5/2.1x
WEALTH GROWTH
OPPORTUNITY
Dominican Republic
PRE-SUBSCRIPTION
Des Moines, IA
Estating & JSB | I-80 Portfolio
TARGET HOLDING PERIOD
5 years
TOTAL ISSUANCE VOLUME
$5,000,000
INVESTOR CASHFLOW
6.5%-10%
WEALTH GROWTH
CORE+
UNITED STATES
Built for the Wealth Ecosystem
Whether you're scaling distribution, looking to differentiate, or optimizing asset allocation —Estating delivers a full-stack institutional real estate solution tailored to your needs.
For Wealth Management Partners
Scale AUM, attract top advisors, and differentiate your offering with exclusive real estate access—integrated into your existing infrastructure.
Key Benefits
Expand product shelf with high-margin alternatives
Attract and retain Financial Advisors through superior value prop
Seamless custody and reporting integration
Co-develop bespoke strategies through Estating-as-a-Service
For Financial Advisors
Grow advisory revenues and deepen client relationships by delivering institutional-grade real estate—without operational burden or compliance risk.
Key Benefits
Access exclusive, portfolio-ready opportunities
Maintain control and autonomy in client relationships
Support and educational tools to empower your conversations
Zero infrastructure investment required
For Family Offices
Access global institutional-grade real estate with full control, tax optimization, and co-investment flexibility—on your terms.
Key Benefits
Peer-to-peer reciprocity, invest both ways
Bespoke structuring around legacy and liquidity needs
Expanded opportunity set with full decision-making transparency
Optional infrastructure, use only what adds value
For Asset Partners
Unlock global wealth management distribution for your deals through institutional-grade structuring, securitization, and an advisor-ready product.
Key Benefits
Access to wealth management distribution networks
Institutional structuring and compliance support
Global reach with local expertise
Estating-as-a-Service for proprietary origination
For Digital Investments Platforms
Enhance your platform and drive investor retention with exclusive, institutional-grade real estate—without building the operational or regulatory infrastructure.
Key Benefits
Access exclusive, institutional-grade global assets
Maintain full brand control with white-label and co-branding options
Plug into a ready-made institutional & compliance framework
Scale quickly with flexible, modular partnership models
Estating As A Service
Release the value of your real estate assets by transforming them into bankable securities, powered by our proven institutional structuring infrastructure.
Key Benefits
Transform illiquid assets into custody-ready securities with ISIN codes
Enable fractional ownership, liquidity creation, and succession planning
Utilize Swiss-domiciled structures meeting international standards
Optimize holding structures for tax and cross-border efficiency
Why Real Estate Wealth Management. Why Now.
Global volatility, rising demand for hard assets, and the institutionalization of private markets are converging. Advisors need tools. Clients need access. Estating delivers both.
Market Dynamics
The Macro Shift
- HNW clients demanding institutional access
- Real estate outperforming traditional 60/40 portfolios
- Public market volatility driving alternatives allocation
- Fee compression forcing advisors to differentiate
Structural Change
The Infrastructure Gap
- Traditional funds don't fit advisor workflows
- Direct platforms exclude regulated channels
- Tokenization lacks institutional credibility
- The missing layer: advisor-centric infrastructure
The Estating Advantage
Built for This Moment
- Proven model with strong track record
- Operations across Europe, LATAM, North America
- Institutional partnerships in place
- Scalable, compliant, portfolio-ready
