Financial Advisor Partnerships

Alternative Investments in Tax-Advantaged Real Estate
Institutional-Grade Assets
Sustainable Tax Credits & Deductions
Transparent Reporting
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FEATURED IN

"The most innovative urban development and real estate companies for 2025"

"Wisconsin set to recieve world's largest mass timber tower"

"Neutral secures $133.3 Million in construction financing for the Edison in Milwaukee, WI"

"Reimagining sustainable living and democratized investing: Neutral vision for a thriving future"

Financial Advisor  Partnerships

Alternative Investments in Tax-Advantaged Real Estate

Institutional-Grade Assets
Sustainable Tax Credits & Deductions
Transparent Reporting

Empower Your Clients.
Elevate Your Practice.
Invest with Neutral.

Institutional-grade sustainable real estate investments designed for wealth management partners.
WHY REAL ESTATE?

Real Estate Belongs In Your Alternatives Portfolio

Real estate is a proven strategy for alternative investments. JP Morgan Private Bank's 2024 report shows family offices allocate 10-14.4% to real estate investments.
Diversification: Secure your clients' portfolios with non-cyclical, non-correlated multifamily investments that effectively hedge against stock and bond market volatility.
Tax Efficiency: Capitalize on tax credits, depreciation, and deductions
Alpha Returns: Target superior risk-adjusted returns.
Cash Flow: Benefit from regular distributions before project sale.
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FEATURED PROJECT
SSID #99978785

Neutral.Edison
A Flagship Opportunity

Located in Milwaukee, WI, Neutral.Edison is our flagship project focusing on sustainable construction and resident wellness. The project features 378 market-rate units and 7,200 square feet of retail space. Financing has been secured, currently under construction, and slated for opening in spring 2027.
Now available on Schwab via SSID/CUSIP: 99978785
Financing Secured: $133.3 million from Bank OZK and Pearlmark.
Equity Return:  2.19x
Proforma IRR: 17.9%
Preferred Return:  10%
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INVESTMENTS YOU CAN TRUST

Unmatched Transparency

Due Diligence Tours: Meet our team and tour our projects first hand.
Board Observation: Advisors with over $10 Million allocated in Neutral’s project get an observer seat on the board of directors.
Instant Updates: Get access to quarterly updates, construction live stream, third party studies.
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TAX BENEFITS

Tax Credits for All Investors

Our projects meet the most rigorous sustainability standards, including Passive House (Phius), Living Building Challenge (ILFI), LEED, and Energy Star.
Sustainability Tax Credits: Section 48, Section 45L, Section 179D help reduce capital gains and taxable income for your clients.
Strong Demand: Emphasis on resident well-being leads to rent premiums, reduced turnover, and strong project performance.
Operating Efficiency: Up to 60% reduction in energy costs, higher net operating income (NOI), and enhanced property valuation.
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Free Download:
Tax Benefits Memo

Learn about the sustainable tax credit and deductions that your clients can be eligible for when investing in the Neutral.Edison project. The memo is prepared by independent tax advisors at BDO USA.

WHY NEUTRAL

Personalized Onboarding

Our team is here to answer your questions and support you at every step.
Dedicated Account Manager: You will be assigned a specific person responsible for onboarding and paperwork preparation.
Email Templates: You will get access to pre-made emails that you can use to inform your clients.
Custom Reports: You will be able to request custom reports and memos to provide answers to your clients.
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MEET THE TEAM

Leadership

Neutral is a vertically integrated developer with over 20 full time team members across financial services, design, development, construction management,  technology, and marketing. The company is led by:
Matt Frazer: Co-Founder. Former owner & CEO of Tribute Technology, sold for over $1.2 Billion.
Nate Helbach: Co-Founder & CEO. Trained in real estate finance, started the company in 2020 based on his Harvard thesis and led it ever since.
Daniel Glaessl: Partner and Chief Product Officer. Former design leader at Foster+Partners, Gensler, NABR.
Meet the Team
Eric Heiting
Board Member

Founder of Central Wealth Management, LLC, Eric has over 20 years of experience as a CERTIFIED FINANCIAL PLANNER™, helping clients navigate financial complexities. As a board member at Neutral, he collaborates with advisors to integrate real estate into client portfolios and shapes Neutral’s investment strategy. To date, Eric has allocated over $20 million into Neutral’s projects.

Stephen McLeod
Director of Financial Advisor Relations

Stephen McLeod offers over 25 years of experience building strong partnerships with Registered Investment Advisors, helping them navigate market complexities and achieve sustainable growth. As Director of Financial Advisor Relations, Stephen will introduce advisors to Neutral's innovative real estate asset allocation solutions, designed to enhance portfolio diversification and deliver exceptional value.

RELIABLE EXECUTION

Experienced Partners

Neutral works with the nation's best engineers, general contractors, suppliers, financiers, and property managers. 

Financing

Bank OZK, Pearlmark, and First Business Bank have provided construction financing for our projects.

Construction

C.D. Smith is a premier general contractor headquartered in Wisconsin with nationwide track record.

Property Management

Hines is a leading nationwide property manager, managing 15,238 units across 28 Cities.

Ready to Expand Your Alternative Asset Allocation?

Eric Heiting
Learn how Neutral can set your practice apart.
Fill out the form below to schedule a meeting with our team.
Stephen McLeod