How to Vet a Real Estate Fund Manager

by David Scherer of Origin Investments, 9/7/22

Wednesday, September 7, 2022

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Today, more advisors than ever are considering private real estate for their clients’ portfolios in search of inflation-protected returns, passive income and public market diversification. Whether you currently advise on private real estate or want to learn more about this asset class, selecting the right fund manager to help your clients achieve their unique financial goals can be a challenge. On this webinar, Origin Investments Co-CEO, David Scherer, will go over the key factors to consider when vetting a private real estate fund manager.

The topics covered will include: 

  • The different ways to invest in private real estate
  • How to avoid landmines and evaluate the best options and managers available
  • The differences between operators and crowdfunding platforms; syndications and funds; fees and reporting structures
  • The incentive mechanisms that ensure alignment between managers and your clients 

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Speakers

David Scherer Headshot

David Scherer
Co-CEO
Origin Investments

David Scherer co-founded Origin Investments in 2007, a top decile fund manager with expertise in building, buying, and operating institutional-class multifamily real estate across the country. With Dave’s leadership, Origin has executed more than $2.6 billion in real estate transactions. David is Co-CEO, co-chairs the investment committee and oversees acquisitions and asset management. Prior to Origin, David served as company president for a privately financed hedge fund. David earned his undergraduate degree from Harvard University and his MBA from the University of Chicago. He has more than 25 years of experience in real estate investing, finance and asset management.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.