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invest@alliancetrustrealty.com

QFS

Quick Facts Sheets

Access detailed fund summaries, performance data, and due diligence materials for all ATR investment vehicles.

Notice: All documents are for qualified investors only. KYC verification required prior to downloading or receiving fund materials. Unauthorized distribution is prohibited.

Fund Summaries

Fund Quick Facts

Multifamily Yield Fund IV

Open

Key Metrics

Target IRR

16–19%

Hold Period

5–7 years

Min. Investment

$100,000

Fund Size

$250M

Distributions

Quarterly

Structure

SEC-Registered LP

All projected returns are forward-looking statements. Past performance does not guarantee future results. Fund documents available upon completion of investor qualification and KYC verification.

Urban Office Portfolio

Limited

Key Metrics

Target IRR

12–15%

Hold Period

7–10 years

Min. Investment

$250,000

Fund Size

$180M

Distributions

Annual

Structure

Private Equity Fund

All projected returns are forward-looking statements. Past performance does not guarantee future results. Fund documents available upon completion of investor qualification and KYC verification.

Industrial Logistics REIT

Waitlist

Key Metrics

Target IRR

14–18%

Hold Period

3–5 years

Min. Investment

$50,000

Fund Size

$320M

Distributions

Monthly

Structure

Non-Traded REIT

All projected returns are forward-looking statements. Past performance does not guarantee future results. Fund documents available upon completion of investor qualification and KYC verification.

Resources

Document Library

Investor reports, market research, and compliance documents for qualified ATR investors.

Annual Report 2024

PDF
4.2 MB

Full-year financial results, portfolio highlights, and investor communications for fiscal year 2024.

Q4 2024 Investor Letter

PDF
1.8 MB

Quarterly performance update, market commentary, and outlook from the ATR Chief Investment Officer.

Market Outlook 2025

PDF
3.1 MB

ATR's proprietary analysis of real estate macro trends, sector opportunities, and risk factors for 2025.

Compliance & Regulatory Summary

PDF
2.4 MB

Overview of ATR's regulatory framework, SEC registration status, and investor protection protocols.

Complete Your KYC Verification

Access all fund materials, full PPMs, and investment documents by completing your investor qualification. Takes less than 10 minutes.