Uniplan Investment Counsel, Inc.

Uniplan Investment Counsel, Inc. is an investment adviser firm founded in 2010 by Richard P. Imperiale, offering specialized investment advisory management services on a discretionary and nondiscretionary basis. The firm manages assets totaling approximately $443 million on a discretionary basis and $681 million on a non-discretionary basis as of December 31, 2024. Uniplan provides services to high-net-worth individuals, corporations, investment advisers, and various entities. The firm offers investment strategies focusing on Real Estate Investment Trusts, Small Cap, Micro Cap, Equity Income, Fixed Income, and the Managers Strategy seeking to maximize alpha. Uniplan may charge fees ranging from 0.35% to 1% per annum based on the type of investment strategy and account size. The firm does not currently have performance-based fee arrangements and does not engage in side-by-side management. Uniplan exercises investment discretion for client accounts and may have soft custody of client assets. The firm follows a Code of Ethics to address conflicts of interest and has procedures in place for proxy voting and trade error resolution. Uniplan has no financial conditions impairing its ability to meet obligations and has not been involved in any legal or disciplinary events.