OTIMA team in institutional discussion meeting
WEALTH PLATFORMS

A SPONSOR YOUR DILIGENCE TEAM
WILL ACTUALLY ENJOY.

FOR ADVISORS, RIAS, PRIVATE BANKS, MULTI-FAMILY OFFICES AND DISTRIBUTION PARTNERS BRINGING PRIVATE REAL ESTATE TO THEIR CLIENTS.

You already have access to the largest managers in the world. What's harder to find is a sponsor small enough to still generate alpha, disciplined enough to survive your investment committee, and organized enough that onboarding doesn't become your problem.

That's the gap OTIMA fills. Institutional infrastructure, boutique-scale opportunity, and a team that picks up the phone when your client asks a question you can't answer.

68+CLOSINGS EXECUTED
100%INDEPENDENT ADMINISTRATION, AUDIT AND REPORTING
2018FOUNDED, AND EVERY COMMITMENT CLOSED SINCE

*Track Record & Prior Investment Experience: Information regarding prior investments, acquisitions, dispositions, distributions, operating results, or performance-related metrics is provided solely to describe the historical experience of OTIMA, its principals, and/or affiliates in specific prior transactions. A principal's involvement in a prior transaction may have been in a capacity different from their role in future OTIMA-sponsored investments. Past performance is not indicative of and does not guarantee future results. All investments involve risk, including the possible loss of principal. Prospective investors should not rely on prior results as a prediction or guarantee of future performance.Read full disclosure →

WHO WE WORK WITH

IF YOU SIT BETWEEN
CAPITAL AND THE DEAL,
WE'RE BUILT FOR YOU.

We support the intermediaries who need institutional-grade diligence, transparent reporting, and a sponsor who can explain the strategy without jargon.

01

Independent Advisors & RIAs

Allocating client capital to private real estate, with the education and support to make the conversation easy.

04

Feeder Platforms & Distribution Partners

Bringing OTIMA to an existing investor base with structures that fit your operating model.

02

Private Banks & Wealth Managers

Adding differentiated real asset exposure to a client shelf that already covers the majors.

05

International Intermediaries

Placing U.S. real estate with non-U.S. clients, with cross-border structuring and reporting handled.

03

Multi-Family Offices

Serving several families with different mandates from one relationship.

OTIMA team in institutional strategy discussion
THE PARTNERSHIP

THREE THINGS, DONE PROPERLY.

We focus on the three things that matter most to intermediaries: access, support, and operational discipline.

01
DIFFERENTIATED ACCESS

DIFFERENTIATED ACCESS

Off-market, income-producing U.S. real estate your clients cannot get through a public REIT or a mega-fund. Deals too small for the majors to bother with, sourced through relationships built since 2018.

02
SUPPORT YOUR ADVISORS WILL ACTUALLY USE

SUPPORT YOUR ADVISORS WILL ACTUALLY USE

Client-ready materials, plain-English education, and direct access to the principals for the questions that come up mid-conversation. No wholesaler layer between your advisor and the person who underwrote the asset.

03
OPERATIONAL DISCIPLINE

OPERATIONAL DISCIPLINE

Independent administration, clean subscription documents, predictable reporting and K-1 timing. We're built to be easy to hold, not just easy to sell.

DILIGENCE

EVERYTHING YOUR INVESTMENT COMMITTEE NEEDS.

PUBLISHED, NOT REQUESTED.

We know what killed the last three sponsors your IC looked at. Here's all of it, upfront.

Small sponsors usually fail platform diligence for administrative reasons, not investment ones - no independent administrator, no audit history, a track record that can't be verified, a principal who can't produce a clean org chart. We built the infrastructure before we needed it, and we'd rather you check now than three months in.

WHAT'S IN THE PACK

01

FIRM & OWNERSHIP

Org chart, ownership structure, principal bios, background check consent.

05

COMPLIANCE & REGULATORY

Regulatory standing, AML/KYC procedures, and offering structure documentation.

02

TRACK RECORD

Full deal-by-deal history since 2018, realized and unrealized, gross and net, with methodology stated.

06

OPERATIONS

Subscription workflow, capital-call and distribution mechanics, K-1 timeline, reporting calendar and samples.

03

FINANCIALS

Audited fund financials and administrator-produced statements.

07

RISK & CONTROLS

Valuation policy, conflicts-of-interest policy, cybersecurity posture, business continuity.

04

SERVICE PROVIDERS

Fund administrator, auditor, legal counsel, tax advisor - named, with contacts.

08

INSURANCE

Coverage schedule, including E&O and property-level programs.

ADVISOR SUPPORT

MAKE THE CLIENT CONVERSATION EASY.

The hardest part of allocating to private real estate isn't the allocation — it's the twenty minutes where an advisor has to explain illiquidity, distribution mechanics and downside to a client who's used to a quarterly statement they can read in eight seconds. We build the materials for that conversation, and we'll join the call if it helps.

CLIENT-READY MATERIALS
PLAIN-ENGLISH EDUCATION
PRINCIPAL ACCESS ON CLIENT CALLS
OBJECTION HANDLING
REPORTING YOUR CLIENTS CAN READ
STRUCTURES

HOWEVER YOUR PLATFORM NEEDS TO HOLD IT.

We'll work within your operating model rather than asking you to work within ours. Current and available structures include fund participation, deal-by-deal syndication, feeder vehicles for platform-level aggregation, and separately managed accounts for larger mandates. Cross-border structuring is routine — our investors sit on four continents.

STRUCTUREMINIMUMLIQUIDITY PROFILEREPORTINGWHO IT SUITS
Fund ParticipationTO CONFIRMTO CONFIRMTO CONFIRMTO CONFIRM
Deal-by-Deal SyndicationTO CONFIRMTO CONFIRMTO CONFIRMTO CONFIRM
Feeder VehiclesTO CONFIRMTO CONFIRMTO CONFIRMTO CONFIRM
Separately Managed AccountsTO CONFIRMTO CONFIRMTO CONFIRMTO CONFIRM
NEXT STEPS

FOUR STEPS. ROUGHLY SIX WEEKS.*

*Timeline subject to confirmation.

01

INTRO CALL

30 minutes with a principal. Strategy, track record, and whether there's a fit worth pursuing.

02

DILIGENCE PACK

Full documentation delivered within 48 hours of request.

03

STRUCTURE & TERMS

We agree the vehicle, the economics and the operational workflow that suit your platform.

04

LAUNCH & SUPPORT

Advisor training, client-ready materials, and an ongoing point of contact who is a principal, not a wholesaler.

START WITH THE DILIGENCE PACK.DECIDE AFTER THAT.

We'd rather you evaluate us on documents than on a pitch.
Request the pack, take it to your committee, and we'll talk when you've read it.

WEALTH PLATFORMS

SCALABLE ACCESS. INSTITUTIONAL STANDARDS. CONSISTENT DELIVERY.

OTIMA works with wealth managers, advisory networks and investment platforms seeking scalable access to income-producing U.S. real estate across their advisor and client relationships.

01

Platform-Ready Strategy

A clearly defined private real estate strategy designed to support institutional review, advisor understanding and client communication.

02

Scalable Access

Structured access to income-producing U.S. real estate across diverse advisor networks and qualified client relationships.

03

Consistent Reporting

Centralized portfolio updates, investor materials and reporting designed to support clear, ongoing communication.

04

Dedicated Partnership

Direct coordination with the OTIMA team throughout platform review, implementation and the ongoing relationship.