OUR STORY
About Alliance Trust Realty
A decade of disciplined investing, exceptional returns, and unwavering commitment to our clients' financial futures.
OUR MISSION
Democratizing Institutional-Grade Real Estate Investment
Alliance Trust Realty was founded on the belief that accredited investors deserve access to the same institutional-quality real estate investments previously reserved for sovereign wealth funds and endowments. We combine rigorous underwriting, transparent reporting, and decades of expertise to deliver superior risk-adjusted returns for every client we serve.
2018
Founded
$2.8B+
Assets Under Management
500+
Clients Served
23%
Avg. Annual Returns
LEADERSHIP
The Team Behind ATR
Over 80 years of combined experience across investment management, real estate, and financial regulation.
James Aldridge
CEO & Founder
James founded Alliance Trust Realty after 20 years leading institutional real estate investment at Goldman Sachs and Blackstone. Under his leadership, ATR has grown from a boutique advisory to managing over $2.8B in assets across 15 markets.
Sarah Chen
Chief Investment Officer
Sarah oversees ATR's investment strategy and portfolio construction. A former Carlyle Group partner, she brings deep expertise in commercial real estate underwriting, having structured over $4B in transactions across the US and Asia-Pacific.
Marcus Webb
Head of Compliance
Marcus ensures ATR operates at the highest regulatory and ethical standards. With 18 years of securities law experience and prior roles at the SEC and FINRA, he has built one of the most robust compliance frameworks in the private REIT sector.
Dr. Patricia Morgan
Chief Risk Officer
Dr. Morgan leads ATR's enterprise risk management and quantitative analysis teams. Holding a Ph.D. in financial economics from MIT, she developed ATR's proprietary risk-scoring methodology that assesses over 200 data points per investment.
WHAT WE STAND FOR
Our Values
Integrity
We operate with unwavering honesty in every client interaction, disclosure, and investment decision. Our word is our bond.
Innovation
We continuously develop proprietary tools, data models, and investment strategies to identify opportunities others miss.
Transparency
Our clients receive clear, timely, and comprehensive reporting. We believe informed investors are empowered investors.
Security
From data protection to investment structuring, security is embedded in everything we do — protecting capital and information alike.
REGULATORY & COMPLIANCE
Held to the Highest Standards
Alliance Trust Realty maintains full regulatory compliance and independent third-party certification across all aspects of our operations, from securities law to information security.
Our Compliance Commitment
- Annual independent audit by a Big Four accounting firm
- Quarterly regulatory filings with the SEC and FINRA
- AML/KYC screening for all investors and counterparties
- Continuous monitoring of portfolio companies for compliance
- Annual third-party penetration testing and security review
GET STARTED
Ready to Invest with Alliance Trust Realty?
Join 500+ accredited investors who trust ATR to grow and protect their wealth through institutional-quality real estate.