Real Estate For Financial Advisors
Leverage our risk-based Allocation Intelligence and give your clients the benefits of direct real estate investing.
Our Platform
Intelligent Real Estate Investing
Our AI platform is based on three components to ensure you can invest your client's capital responsibly, on a risk appropriate basis:
Risk
Assessment
You clients are unique, so is their financial picture. Personalized Risk Assessments form the foundation of our investment allocation models.
Risk
Scoring
Every investment opportunity has an inherently quantifiable risk across five major categories. We analyze the Market, Manager, Asset, Capitalization and Structure of the investments to create our proprietary risk score.
AIllocation
Intelligence (AI)
Where the rubber meets the road. Our algorithms match your Client Risk Scores with the investment risk scores to provide personalized allocation recommendations.
Our Philosophy
Smarter Investing Starts with Risk
When Financial Advisors Start With Risk, their Clients Start To Realize The Benefits of Direct Real Estate Investing.
Our philosophy is guided by a few simple principles:
Start
with Risk
Focusing on risk as the foundation of decision making is par for the course in most investment strategies, yet to date it has been near impossible to make prudent, risk-adjusted investment decisions in direct real estate opportunities.
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Diversification
is Key
Another tried and true investing maxim that has been prohibitively expensive in direct real estate investments. Proper diversification across asset classes, strategies, managers, markets and product types form the basis for a well balanced portfolio.
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Smarter Decisions
Through Data
Data is all around us, helping us make better decisions throughout our lives. Leveraging data allows us to analyze direct real estate investments at a fidelity only dreamed about in the past.
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What is ReAllocate?
Our Background
SEC Registered
Investment
Advisor
SEC registration carries with it a requirement to act as a fiduciary to our clients. To put your interests ahead of ours. This forms the foundation of trust and analysis our platform is built upon.
Over 50
Years
of Industry
Experience
The founders and executive team of ReAllocate has over 50 years of direct real estate experience, spanning hundreds of transactions in markets across the US and with the country’s leading real estate managers.
Over
$5 Billion

of Transactions
ReAllocate is a subsidiary of RealCrowd, an industry leading direct investment marketplace that has featured over $5 billion of real estate opportunities since its founding in 2013.
ReAllocate in the News