Hazelview Securities (us) LLC

Hazelview Securities (U.S.) LLC is a privately-held investment advisor founded in 2014 and solely owned by Hazelview Investments Inc. The firm specializes in providing discretionary investment advisory services to institutional separate account clients, a private partnership, and as a sub-adviser to a registered investment company. Hazelview focuses on investing in U.S. and non-U.S. real estate companies, particularly real estate investment trusts (REITs) engaged in owning, developing, and managing real estate. The firm tailors its services to individual client needs, with a minimum account size typically set at $5,000,000. Hazelview charges advisory fees based on a percentage of the net asset value of the client's account, typically ranging from 0.40% to 0.50% per annum. Clients may also incur additional custodial fees, brokerage costs, and other expenses. The firm does not charge performance-based fees and exercises investment discretion within the guidelines set by clients. Hazelview does not engage in wrap fee programs and does not charge advisory fees in advance. The firm's investment strategy is designed to provide exposure to high-quality real estate securities while considering risks such as market, equity, credit, interest rate, inflation, and currency risks. Hazelview does not have any disciplinary history and does not receive compensation for recommending other advisors. The firm's Code of Ethics ensures ethical conduct and fair treatment of clients, with a focus on avoiding conflicts of interest. Hazelview provides regular account reviews, voting of client securities, and maintains financial stability to meet its contractual commitments.