invest@alliancetrustrealty.com

Professional Real Estate Investment

Investment Plan

Choose Your Investment Track

Three purpose-built strategies to align your capital with your goals — from income stability to aggressive appreciation.

Low Risk

Conservative Track

Conservative Income Track

8–12%

Target Annual Returns

Min. Investment

$25,000

Hold Period

5-year hold

Portfolio Allocation

REITs

60%

Core Residential

30%

Cash

10%

Highlights

Monthly distributions
5-year hold period
Title protected assets
Capital preservation focus
SEC-registered vehicles

Balanced Growth Track

15–20%

Target Annual Returns

Min. Investment

$100,000

Hold Period

3–7 year hold

Portfolio Allocation

Commercial

40%

Multifamily

35%

Value-Add

25%

Highlights

Quarterly distributions
3–7 year hold period
Diversified asset mix
Active value-add strategy
Institutional-grade assets

High Risk

Aggressive Track

Aggressive Growth Track

23–30%

Target Annual Returns

Min. Investment

$250,000

Hold Period

2–5 year hold

Portfolio Allocation

Development

50%

Opportunistic

30%

Core-Plus

20%

Highlights

Annual distributions
2–5 year hold period
Maximum appreciation potential
Ground-up development
Opportunistic acquisitions

Side by Side

Track Comparison

Metric	Conservative	Balanced	Aggressive
Target Annual Return	8–12%	15–20%	23–30%
Minimum Investment	$25,000	$100,000	$250,000
Risk Level	Low	Moderate	High
Hold Period	5 years	3–7 years	2–5 years
Distribution Frequency	Monthly	Quarterly	Annual
Primary Strategy	REITs / Core	Commercial / MF	Development
Title Protection	Yes	Yes	Partial
SEC Registration	Yes	Yes	Yes

Not Sure Which Track Is Right?

Book a complimentary consultation with an ATR investment strategist. We'll analyze your goals and recommend the optimal allocation.