Partners wanted.
If you’re looking to expand or diversify your client’s investment portfolio to include private real estate, you’re in the right place. Partner with us and take advantage of our 36+ years of industry experience.
Why Partner with Countrywide
We strive to empower advisors with tailored solutions that help you achieve your business goals, stand out in your industry, and build lasting client relationships.
Differentiated Investments
client relationships.
Efficient Process
We streamline the investing process, giving you more time to focus on what matters most for your business.
Dedicated Support
Tap into your dedicated relationship manager’s expertise in private real estate investing to keep your clients well-informed and educated.
Optimize Tax Strategies
Our funds are designed to help high-income earners minimize tax burdens through strategic investment opportunities. By leveraging options like bonus depreciation and tax-advantaged structures, you can significantly offset taxable income while growing your wealth.
Open Funds
We specialize in multifamily real estate investments, empowering individual investors
to safeguard and grow their wealth.
Countrywide Performance Fund
Nationwide investment opportunities, expertly managed for consistent growth.
Self Storage
Secure, flexible, and accessible space solutions for all your storage needs.
Multifamily
High-potential real estate investments offering steady returns and long-term growth.
New Construction
nnovative, high-quality building projects designed for modern living and investment growth.
Luxury Beach Homes
Exclusive, upscale properties offering breathtaking views and unparalleled comfort.
Mortage Debt
Strategic investment opportunities in real estate-backed debt for steady returns.
Land Development / Entitlement
Transforming raw land into valuable, approved properties for future growth.
Build to Rent
Creating high-quality rental properties designed for long-term income and stability.
Three Reasons to Allocate to Private
Real Estate:
Meet high-net-worth investor goals.
In today’s market, it’s not enough to just build the traditional portfolio of stocks and bonds. Private real estate may reduce portfolio volatility, provide diversification, generate yield, and enhance returns.
*Represents the annual compounded total return achieved from 1/1/2000 – 12/31/2023. Source: Stocks and Bonds: SPDR S&P 500 ETF Trust (SPY) and iShares Core U.S. Aggregate Bond ETF (AGG). Multifamily Real Estate: NCREIF Property Index (NPI) – Apartments. **Represents standard deviation of historical annual returns achieved from from 1/1/2000 – 12/31/2023. ***Calculated as (historical return – 10-year treasury yield)/standard deviation. All data as of 12/31/23.
Differentiate your practice.
Real estate expertise can be a time-intensive skill set for advisors to acquire and so many choose not to. Advisors that offer alternative investments through a vetted manager may have a competitive advantage that could allow you to attract new clients.
Strengthen Client Relationships
According to a recent InvestmentNews survey, 51% of investors prefer executing alternative investment strategies through their financial advisor rather than directly with an asset manager. Delivering a comprehensive view of a client’s entire investment portfolio is a vital component of effective relationship management and helps build trust and long-term loyalty.
Why Multifamily?
The multifamily real estate asset class provides stable, non-correlated returns to help your clients achieve optimal portfolio diversification. Multifamily properties have consistently demonstrated lower risk and higher returns than other property types and have a low correlation to equities, bonds, and other alternative asset classes.
The bubble sizes in the corresponding chart represent the Sharpe Ratio, a measure of return per unit of risk, for each property type. The data’s source is the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index and represents the average annualized return over each five-year period from 1/1/1990 to 12/31/2023. Returns are unlevered.
This Fund is offered by Countrywide Housing Fund l, LLC, a Reg D 506C fund. SEC registration or exception does not constitute an endorsement of the firm by the commission, nor does it indicate that the Fund has attained a particular level of skill or ability.
A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or any property used for business.
References to ‘equity under management’ or ‘EUM’ represent the investments managed by Countrywide Housing Fund l, LLC’s subsidiaries, as to which Countrywide is entitled to receive a fee, preferred return, or carried interest. Countrywide’s calculation of EUM may differ from the calculations of other real estate asset managers and, as a result, Countrywide’s measurement of its EUM may not be comparable to similar measures presented by other asset managers. EUM is as of 12/21/24.
This is an aggregate amount that has been invested and reinvested in Countrywide Investments since the inception of the company in 2011.
Targeted Goals and Securities Disclaimer
Targeted refers to a goal that may or may not be attained based on a variety of assumptions that may or may not be realized. Securities are only available to verified accredited investors who can bear the loss of their investment.
No Offer of Securities; Disclosure of Interests
Under no circumstances should any material or information contained herein be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of a confidential offering memorandum relating to the particular investment.
Access to information about investments with projects undertaken by Countrywide Capital Group, LLC, Countrywide Housing Fund 1, LLC, or any of their respective affiliates is limited to investors who qualify as accredited investors within the meaning of the Securities Act of 1933, as amended. Investment outcomes vary. Past success does not guarantee future results. Historical return details are available.
No Offer of Investment, Legal, or Tax Advice
The material contained herein is general information for educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions.
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment. Prior to making any investment, you should consult with a licensed investment advisor, financial advisor, and legal and tax advisor.
