Cohen offers accredited investors access to professionally managed real estate investment funds designed to provide exposure to real estate as part of a broader, diversified wealth approach.
Cohen real estate investment strategy is designed for investors seeking real estate exposure without the operational responsibilities of direct property ownership, including sourcing, management, and ongoing oversight. The funds are managed by Cohen Real Estate Advisors, LLC.
Participation in this strategy is limited to accredited investors as defined by applicable securities regulations.
Eligibility is reviewed on a case-by-case basis and is separate from advisory relationships. Any allocation to real estate investments is evaluated independently as part of a client’s broader financial plan, including liquidity needs, risk tolerance, and long-term objectives.
For clients who qualify and choose to participate, real estate exposure may serve as a complementary component within a diversified portfolio.
When appropriate, it may help support:
All allocations are considered in the context of a client’s overall investment strategy and long-term financial plan.
As an independent, registered investment advisor, Cohen Investment Advisors acts as a fiduciary in all advisory relationships.
Any consideration of real estate investments is made in alignment with a client’s financial situation, objectives, and risk profile. Participation is never required and is always evaluated within the context of a client’s broader financial strategy.
Participation is limited to accredited investors as defined by applicable securities regulations. Eligibility is reviewed individually and is separate from your advisory relationship with Cohen Investment Advisors.
Not necessarily. Eligibility and participation are evaluated independently based on your financial circumstances, investment objectives, and the requirements of the investment strategy. We’ll discuss your situation to determine whether the strategy may be appropriate.
Any allocation to real estate is considered within the context of your broader financial plan, including your liquidity needs, risk tolerance, tax considerations, and long-term objectives. For appropriate investors, real estate may serve as one component of a diversified investment strategy.
Yes. As an independent fiduciary, we evaluate every investment recommendation based on your individual financial situation and objectives. Participation is never required and is considered only when it aligns with your overall investment strategy.
The best place to start is with a conversation. We’ll discuss your financial goals, determine whether you meet the accredited investor requirements, and explain how the strategy may fit within your overall financial plan.
If you would like to learn more about becoming a Cohen client and whether this strategy may be appropriate for your portfolio, we welcome a conversation.