INVESTORS

Aventerra Private Wealth

We work with registered investment advisors, broker-dealers and family offices to give their clients access to Aventerra’s assets and operating teams.

Who we work with

Registered investment advisors

Private real estate allocations for advisory clients, with reporting through the Aventerra investor portal.

Broker dealers

Offerings for accredited clients, including Delaware Statutory Trusts for investors completing a 1031 exchange.

Family offices

A direct relationship with the team that acquires, manages and operates each investment.

What we provide

01

Access to offerings

Funds, single-asset investments and DSTs, depending on the offering.

02

Due diligence materials

Offering documents, property information and [confirm materials provided].

03

Investor reporting

Clients receive statements, reports and documents through the Aventerra investor portal.

04

A direct line to our team

[Confirm contact structure: named relationship manager or team inbox].

Available vehicles

Vehicle availability varies by offering.

  • Commingled funds

    [Short description of fund structure]

  • Single-asset investments

    [Short description of single-asset offerings]

  • 1031 exchange / DSTs

    Delaware Statutory Trust offerings sponsored by Aventerra Wealth Exchange.

    Learn About 1031 Exchanges ยป

How it works

01

Contact our team

Reach out to start a conversation about your clients and practice.

02

Complete onboarding

[Confirm steps: selling agreement, firm due diligence, verification.]

03

Review current offerings

Access offering materials once onboarding is complete.

04

Invest and track

Clients invest and follow performance through the Aventerra investor portal.

Current offerings

Offering details are available to financial professionals after onboarding.

Talk to our team

info@aventerra.com
732-956-3131

Get in Touch