[ReAllocate] Invest In Real Estate With Confidence

Invest in Real Estate with Confidence

Let our real estate specialists, who have partnered with Mariner Wealth Advisors, help you build a better portfolio to reach your investment goals!
‍

Learn More

Are you investing in the Right Assets
to achieve your goals?
-

We are excited to announce the launch of ReAllocate, which has partnered with Mariner Wealth Advisors! We have been working tirelessly behind the scenes to help our clients answer the number one question we see - What deal should I invest in? Now, we can help you understand your ideal real estate portfolio in addition to your overall financial health.

Together We Will Help You:

Create a Personalized Wealth Management Plan to align with how you think about money and life

Build a Portfolio of
appropriate, risk-based
investments

Track, manage and
provide Detailed Reporting
on your real estate investments

We believe Real Estate
Starts with Risk

What is Risk?

At ReAllocate, we believe that every real estate investment contains risk across five factors: Market, Manager, Physical Assets, Capitalization, and Partnership Structure.

These five factors should be the focus of any prudent allocation matrix and together form the basis of our portfolio construction methods. By Starting with Risk, you can rest assured that your assets are appropriately diversified.

We Have Partnered With

Mariner Wealth Advisors

Your investment portfolio should be an extension of your financial strategy. At Mariner Wealth Advisors, their advisors and investment team provide advice on your portfolio construction, asset allocation, tax strategy, estate planning and investment strategies as part of your overall wealth management plan.
‍
When working with you to build your portfolio, your wealth advisor will consider your objectives, risk tolerance and other factors, such as liquidity needs, then recommend a portfolio of investments to help you achieve your goals.
‍
In addition, as a recognized leader in wealth management, Mariner Wealth Advisors will not just focus on your investments, they will look at all aspects of your financial life, providing 360° advice designed to last. They focus on creating a financial strategy for today and beyond that is flexible enough to change along with you.

Also Recognized By:

How ReAllocate + Mariner Wealth Advisors
will help will help you invest with confidence

We Put Your Interests First by prioritizing what matters most to you, then building a 360° plan around your goals and values.

Together, our Team of Trusted Advisors can help you make the best decisions for your financial future.

‍A shared commitment to navigating the Financial Success of
our mutual clients

What’s Next?

1.
Schedule a Call

Let us know that you’re ready to learn more by answering a few questions below and we’ll schedule a call right away with our CEO, Adam Hooper, or Head of Success, Tyler Stewart.

2.
Become a Client

Join the Mariner Wealth Advisors family to gain access to their full suite of financial planning services combined with ReAllocate’s risk modelling and portfolio allocation services for your direct real estate investments.
‍
Already work with an RIA? Great, we can work with them too! Schedule a call
below to learn more.

3.
Build your Wealth

Congratulations! You’ve taken the first step towards realizing your most Fulfilling Financial Life! We will continue to work hand in hand with your wealth management team to focus on your real estate investments to build your wealth!

Let us know that you’re ready to learn more by answering a few questions below and we’ll schedule a call right away with our CEO, Adam Hooper, or Head of Success, Tyler Stewart.

Lets get Started!

State*

Are you an accredited investor?

Do you currently work with an RIA?*

First Name *

Last Name *

Email *

Phone

Required Solicitor Disclosure Statement and Acknowledgements*

Authorization to share information. By clicking the box below, you hereby authorize ReAllocate Advisors, LLC (“ReAllocate”) to disclose your personal and financial information to Mariner, LLC d/b/a Mariner Wealth Advisors (Mariner Wealth Advisors) for the purpose of marketing their advisory services to you. Please note, Mariner Wealth Advisors has engaged the services of ReAllocate Advisors to assist Mariner Wealth Advisors in presenting its offered advisory services and in establishing (and maintaining) your client relationship with Mariner Wealth Advisors.

Solicitor Disclosure and Acknowledgement

‍ReAllocate’s Services. ReAllocate’s solicitation services include making introductions and providing information and material about the advisory services and programs of Mariner Wealth Advisors. ReAllocate will make a good faith determination that its recommendation for you to become a client of Mariner Wealth Advisors is in your best interest. Pursuant to a separate Non-Discretionary Investment Sub-Advisory Agreement, ReAllocate may also provide certain limited services associated with a portion of your assets, but otherwise, ReAllocate’s solicitation services shall not include providing investment advisory services to you on behalf of Mariner Wealth Advisors or anyone else, with the exception of advising or recommending you become a client of Mariner Wealth Advisors. In the event ReAllocate also serves as a sub-advisor to a portion of your assets, in addition to the fee as referenced above, ReAllocate shall also receive a portion of the investment advisory fees you pay for the management of those assets as a sub-advisory fee. In furtherance of the sub-advisory services provided by ReAllocate to you and to Mariner Wealth Advisors, Mariner Wealth Advisors will provide ReAllocate with your account information, including but not limited to your account balance, risk tolerance and investment objectives.

Fee Arrangements. As described in Mariner Wealth Advisors’ Form ADV Part 2A, advisory fee arrangements are subject to negotiation and the structure and level of the advisory fee clients pay will vary by client based upon the services provided and other considerations. As a result, the advisory fees paid by solicited clients will likewise vary, but in no event is an additional fee charged to solicited clients beyond the advisory fee set forth in the advisory agreement.
However, the annual advisory fee rate of clients will not exceed the maximum annual rate set forth in Mariner Wealth Advisors’ Form ADV Part 2A. ‍
Compensation. From the investment advisory fee you pay to Mariner Wealth Advisors as set forth in your advisory agreement, Mariner Wealth Advisors will pay ReAllocate an amount not to exceed an annual fee of twenty percent (20%) of the investment advisory fees you pay for the management of your assets/account(s), and related services rendered. ReAllocate will generally receive the referral fee for as long as you remain a client of Mariner Wealth Advisors. The compensation paid to ReAllocate by Mariner Wealth Advisors is for ReAllocate’s solicitation services and for referring you to Mariner Wealth Advisors and covers any expenses of ours relating to these efforts. No payment will be paid to ReAllocate by Mariner Wealth Advisors without delivery to Mariner Wealth Advisors of an acknowledgement of receipt of this disclosure.

Conflict of Interest. Certain affiliates of Mariner Wealth Advisors have an indirect ownership interest in ReAllocate. As a result, ReAllocate is incentivized to pursue solicitation activities which benefit Mariner Wealth Advisors over other non-affiliated investment advisers. ReAllocate performs its solicitation services for Mariner Wealth Advisors pursuant to a written agreement between Mariner Wealth Advisors and ReAllocate.
‍
‍Additional Information and Disclosure Documents. ReAllocate is providing you with Mariner Wealth Advisors’ Form ADV Part 2A, their Privacy Policy and Form CRS, which you must read and review prior to accepting this Disclosure Document. ReAllocate’s Form ADV Part 2A is also provided for your review. These are the respective Firms’ disclosure brochures under the Investment Advisers Act of 1940. The Securities and Exchange Commission requires this brochure to be provided to you before you establish a relationship with Mariner Wealth Advisors as your investment adviser.

‍Acceptance and Acknowledgement. By checking the box below, you agree to be bound by the Terms of Use of the Firms’ respective websites. You also acknowledge that you have been provided with, and have reviewed, the relevant documents referenced above and herein including Mariners Wealth Advisors’ Form ADV Part 2A, Form CRS and Privacy Policy and this ReAllocate Disclosure Statement (together the “Disclosure Documents”).

I agree to the terms of the data sharing authorizations and acknowledge I have received copies of and reviewed the Disclosure Documents.

Thank you!
Please Schedule your Call.

Please try again.
Something went wrong while submitting the form.

ReAllocate Advisors, LLC (“Adviser”), an affiliate of RealCrowd, is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. Financial advisory services are only provided to investors who become clients of Adviser ("Clients"). Potential Clients are urged to read Part 2 of Adviser’s Form ADV. SEC registration does not imply a certain level of skill or training.

RealCrowd is not a broker-dealer and does not solicit investors, engage in any negotiations regarding potential investments, or participate in the sale or purchase of any securities or otherwise effect transactions in securities. RealCrowd receives no commissions or transaction-based compensation in connection with the purchase or sale of securities through this website but may receive fixed fees for services. RealCrowd takes no part in the negotiation or execution of transactions for the purchase or sale of securities and at no time has possession of or access to funds or securities. Any sale or purchase of securities is in the sole discretion of, and is conducted directly between, the issuer and the prospective investor. All information regarding potential investment opportunities is prepared solely by the issuer, and such issuer is solely responsible for the accuracy of all such statements. RealCrowd has not independently verified any such information.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND ANY TARGETED OR EXPECTED RETURNS OR HYPOTHETICAL PROJECTIONS MAY NOT REFLECT ACTUAL FUTURE PERFORMANCE. FURTHERMORE, PAST RETURNS MAY REFLECT THE PERFORMANCE OF ASSETS FOR A FINITE TIME, OR DURING A PERIOD OF EXTREME MARKET ACTIVITY. ALL INVESTMENTS INVOLVE RISK AND MAY RESULT IN PARTIAL OR TOTAL LOSS.

There can be no assurance that an investment mix, diversification of risk, or any projected or actual performance shown on this website will lead to the targeted or expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all investors on this website experienced such returns. Recommendations, services and fees by Advisers may vary for each Client. Advisory fees, if any, are calculated based upon the amount of assets being managed and may be a portion of advisory fees received by another investment adviser pursuant to a sub-adviser arrangement.

Any targeted, and estimated, return information is for informational purposes only and should not be relied upon to make predictions of actual future performance. Targeted, and estimated, returns are derived by the sponsor from its analyses of the investment. If any of the assumptions used do not prove to be true, results may vary substantially from the targeted, and estimated, returns set forth herein. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing or changes occurring after the date hereof. Further, many factors may affect actual performance, including changes in market conditions and interest rates and changes in response to other economic, political, social health or financial developments. Therefore, targets and estimates set forth herein may not be meaningful. The targeted, and estimated, return forecasts have been obtained from the sponsor and the Adviser assumes no responsibility for, and makes no representation or warranty, express or implied as to the adequacy, accuracy or completeness of, such forecasts or the information on which they were derived. The estimated returns do not include the effects of management fees or other expenses, which in the aggregate may be substantial and reduce net returns to investors.

The selected investments shown are provided to give investors illustrative examples of the types of investments available on the RealCrowd website, and are selected because they represent the types of investment opportunities Adviser advises on. The selected investments may not necessarily be representative of the investments that will be available now or in the future on the website. As a result, the selected investments are not intended to be, and should not be read as, a full and complete representation of each investment available. If you would like additional information regarding any other available investments, please view them on the RealCrowd website. Any information on the selected investments is provided for informational purposes only and subject to the other disclaimers with respect to such investment.

By accessing this site and any pages thereof, you agree to be bound by its Terms of Use. This website is only suitable, intended and available for accredited investors who are members of RealCrowd and familiar with and willing to accept the risks associated with private investments. Use of this website does not constitute an offer by RealCrowd or Adviser to sell, solicit or make an offer to buy any investment interest and except for advisory services offered by Adviser to Clients under an advisory agreement, RealCrowd does not give or offer any business advice, investment advice, tax or legal advice to anyone using this website or the services as defined in the Terms of Use. All prospective investors must certify that they are accredited investors, do not have an immediate need for their funds in this type of illiquid investment, and must acknowledge that they have received and read all investment terms. Direct and indirect purchase of real property involves significant risks, including market risks, risk related to sale of land and risks specific to a given property. There is a potential for loss of part or ALL of an investor’s investment capital.

Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms ranking to Mariner, LLC d/b/a Mariner Wealth Advisors. Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms ranking to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018) and 50 (2019). Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill.

Mariner Wealth Advisors (“MWA”) is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

‍