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Ddelta Real Estate Investments
SEC-regulated
Registered investment advisor
Ddelta Real Estate Investments Inc. is a registered investment advisor based in Austin, TX, providing services since 2011. The firm primarily offers investment advisory services to pooled investment vehicles exempt from registration under the Investment Company Act of 1940. As of the brochure date, Ddelta manages approximately $231,202,315 in investment advisory assets on a discretionary basis. The firm's compensation structure includes management fees, acquisition fees, origination fees, and performance-based compensation. Ddelta's investment strategies focus on multifamily and commercial retail properties, targeting high-growth markets primarily in the Southeast and Southwest regions of the United States. The firm conducts thorough due diligence processes for property investments, aiming to create value through development opportunities and operational efficiencies. Ddelta's Compliance Manual includes a Code of Ethics, addressing personal trading, conflicts of interest, and compliance with federal securities laws. The firm reviews property investments continuously, conducts periodic asset performance evaluations, and issues quarterly reporting packages to investors. Ddelta engages third-party solicitors for private fund investor referrals and pays a portion of management fees earned to referring parties. The firm has custody of funds and securities held by the Funds it manages and provides investment advice subject to the direction and control of the Funds' general partner and investment committee.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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