Outsourced CIO

When approaching direct investment in private real estate and/or private real estate funds, even sophisticated RIAs often lack the in-depth understanding of individual property types, markets and supply/demand drivers necessary to evaluate risk and optimize return. Silver Portal Capital has addressed this need by forming a proprietary Outsourced Chief Investment Officer (OCIO) platform to work with leading RIA/fee-only investment managers and family offices across the country.

We enable advisors, on behalf of investors, to underwrite and access sectors of the real estate economy that may have previously been unavailable to or misunderstood by them, and to do so in a strategic, cost-effective manner without building needless infrastructure. The objective is not simply to be invested in real estate, but to do so in strategies that optimize results for both advisors and investors.

Our approach begins with a series of in-person meetings to understand senior management’s investment philosophy as well as client objectives. Through this process, we ensure that our strategy enhances your firm’s brand and attracts new investable dollars using proprietary investments that will perform well in all parts of the economic cycle.

Our OCIO services are offered in two primary ways:
We offer advice on individual real estate investment strategies, leveraging our deep expertise and transactional experience to underwrite and evaluate specific real estate investments that may be of interest to you and your clients. These may include direct investments in individual assets, private real estate funds, the public REIT market or tax-advantaged 1031 Exchange/DSTs.
We work closely with you to conceptualize, structure and launch your alternatives platform: recommending real estate property types and strategies, introducing best-in-class operators in recession-resilient industries, forming the investment committee and establishing institutional-quality underwriting and reporting standards. We recognize that there is no one-size fits all solution, but we believe our depth of experience and hands-on approach can help our clients overcome any issues.

To get a better understanding of how this process works and how we can be helpful, please Contact Us and review the OCIO Case Study in our Resources section.