Wealth Management Partnerships

Real estate investments designed for Wealth Management professionals.

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Empower your clients
Elevate your practice
Diversify your portfolio

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

Institutional-grade sustainable real estate investments designed for wealth management partners.
INDUSTRY PARTNER

Seamless Integration with Charles Schwab

Through our partnership with Charles Schwab, we've developed a frictionless investment process that preserves your client relationships and Assets Under Management (AUM):
Easy Onboarding: Invest in minutes with our SSID/CUSIP number.
Secure Management: Keep your clients’ capital under your management.
Comprehensive Support: Access documents, milestones, and updates in one place.
High Standards: Neutral is in the queue for OneSource Select List®.
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DIRECT INVESTMENT

Real Estate Belongs in Your Clients’ Portfolios

Real estate provides essential portfolio diversification while protecting against inflation through short-term rental rate appreciation and long-term property value growth:
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.
Non-Financial Assets: JP Morgan Private Bank's 2024 report shows family offices allocate 10-14.4% to real estate investments.
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FEATURED PROJECT
SSID #99978785

Introducing The Edison: A Flagship Opportunity

Located in Milwaukee, WI, The Edison by Neutral is set to become North America’s tallest mass timber building and the tallest Passive House (Phius2021) and Living Building Challenge (ILFI) certified building in the world. With 378 market-rate units and 7,200 square feet of retail space, The Edison is showcasing innovation in sustainable design and resident well-being. The project has secured financing and is 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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BENEFITS OF SUSTAINABILITY

Sustainable Real Estate is the Future of Investing

At Neutral, we develop our projects to meet the most rigorous global sustainability standards, achieving certifications for each project, including Passive House (Phius), Living Building Challenge (ILFI), LEED, and Energy Star.
Sustainability Tax Credits: Section 48, Section 45L, Section 179D tax programs can account for roughly 5% of investment value.
Strong Demand: Emphasis on resident well-being and sustainable materials leads to rent premiums, reduced turnover, and strong project performance.
Operating Efficiency: State-of-the-art systems deliver up to 60% reduction in energy costs. Reduced utility expenses and increased operational efficiency contribute to higher net operating income (NOI) and enhance property valuation
Institutional Investment Demand: Advanced sustainable features meet growing institutional demand and exceed evolving environmental regulations.
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TRANSPARENCY THROUGH TECHNOLOGY

Investment Clarity with the Neutral Portal

Neutral's proprietary investor portal empowers Wealth Management Partners to:
Monitor Investments: Access real-time performance data for every investment, ensuring transparency and informed decision-making.
Secure Document Management: Instantly retrieve all investment-related legal and tax documents, safeguarded by enterprise-grade encryption for your peace of mind.
Direct Investments: Review a comprehensive list of live offerings, enabling direct investment in Neutral's cutting-edge projects.
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Seamless Integration with Charles Schwab

With Neutral’s partnership with Charles Schwab, you gain:
Easy Onboardinge: Invest in minutes with our streamlined process.
Secure Management: Keep your clients’ capital under your management.
Comprehensive Support: Access documents, milestones, and updates in one place.
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Ready to Expand Your Alternative Asset Allocation?
Let’s Talk.

CJ Fermanich
Meet our VP of Wealth Management Partnerships
Learn how Neutral can set your practice apart.
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Discover how Neutral can help you provide unparalleled value to your clients while simplifying real estate investment management.
Call us at (608) 291-5093
Schedule a meeting with our Wealth Management Partnerships team
Register for free on invest.neutral.us

Download Our Free Wealth Manager Guide

Discover how Neutral’s innovative approach to sustainable real estate investments can enhance your clients’ portfolios and elevate your practice.

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All Rights Reserved © Neutral Disclaimer: This website is for informational purposes only and does not constitute an offer to sell any security. This website does not constitute a solicitation to buy any security in any jurisdiction where such solicitation would be unlawful. We do not (and are not) providing investment, legal, or tax advice. Please consult with your investment, legal, or tax professionals before investing. Risks: Investing in real estate involves risks, including the total loss of your investment. The value of an investment can fluctuate and may be affected by economic and market factors. Real estate investments are illiquid and there is no guarantee that you will be able to sell your investment at your desired time or price. Past performance is not indicative of future results. The success of our past projects does not guarantee the success of future projects. The return on your investment may be affected by various factors, including the performance of the underlying property, the timing of the investment, and the economic and market conditions. All images and figures shown are for illustrative purposes only and are not actual customer or model returns. Neutral is not a cryptocurrency app, all monetary values are in U.S dollars and available only to U.S. investors.

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