Financial Advisors - Upside Avenue

Financial Advisors

Providing financial advisors and their client's access to income-producing, institutional quality real estate through our private market, multifamily income REIT.

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As a financial advisor, you take your job of managing your client’s money seriously – and so do we. Each asset in our fund goes through a rigorous property selection process designed to produce suitable risk-adjusted returns at the individual property level while ensuring overall portfolio balance.

Learn more about our asset selection process »

Are your Clients Looking for an Alternative to the Stock Market?

With high minimum investments and a lack of overall diversification, investing in private market real estate has historically not made sense for non-accredited investors. With Upside Avenue, you can invest as little as $2,000 and provide your clients with returns that target 6-8%, and a yield of a 12-15% IRR.  Thus giving them access to non-market correlated, real assets without all the market volatility.

How it Works »
upside avenue team

Meet Upside Avenue

Upside Avenue marries the infrastructure and oversight of a time-tested investment firm with the access and opportunity of an exclusive private equity firm. We give all investors the ability to invest alongside institutions, family offices, and ultra-high net worth investors for as little as $2,000.

The launch of our non-traded, multifamily REIT gives financial advisors and their clients the ability to invest in a diversified portfolio of non-market correlated assets.

Meet Our Team »

Interested in Learning More?


Join Upside Avenue’s Financial Advisor Network

Upside Avenue is always looking for ways to add value to our network of Financial Advisors. As we receive requests from investors looking for financial advisors familiar with our process, we will connect you with potential clients in the area.