Sds Real Estate Advisors

SDS Real Estate Advisors is a firm specializing in providing investment advice on real estate securities for private pooled investment vehicles targeting qualified investors. The firm was established on April 13, 2020, and is 100% owned by SDS Capital Group LLC. SDSREA does not participate in wrap fee programs or engage third-party solicitors. As of 12/31/2023, the firm had total discretionary assets under management of $399,693,147. Clients enter into written management agreements with SDSREA, outlining fees based on the specific client's investment portfolio and services provided. Fees for pooled real estate investment funds are negotiable and payable quarterly in arrears. SDSREA does not receive performance-based fees. The firm provides investment advice on real estate securities for pooled investment vehicles, focusing on analysis and appropriateness of real estate securities. SDSREA does not retain investment discretion in sourcing and liquidation of client assets. The firm discloses no disciplinary events and is affiliated with various entities within SDSCG. SDSREA has a Code of Ethics to promote ethical behavior and standards of professional conduct. The firm does not accept authority to vote clients' securities and has no adverse financial situations affecting its ability to meet obligations.