The minimum investment amount varies depending on the scope and structure of each transaction.
Houston, Texas, USA
Investment in a Class A office property in a central Houston location, with high occupancy and anchor tenants under long-term leases.
Southern USA
Acquisition of a student housing portfolio across the U.S., providing broad geographic diversification and proximity to major universities
Norton, Massachusetts USA
Acquisition of a Logistics Property - Value-Add Strategy with a Significant Anchor Tenant
Austin, Texas USA
Acquisition of a unique industrial property and implementation of a Value Add strategy
The minimum investment amount varies depending on the scope and structure of each transaction.
Due to the illiquid nature of real estate investments and the time required for asset realization, this investment channel is generally suited for investors with a long-term investment horizon.
We perform comprehensive feasibility and risk analyses for each investment and structure our offering to allow investors – whether beginners or experienced real estate investors – to select opportunities aligned with their needs.
Investors may review available investment opportunities and decide whether to participate based on their individual considerations. Transaction information is provided through direct communication and, where applicable, individual subscription processes.
Our investment team brings extensive experience in real estate investing and conducts thorough due diligence prior to each transaction. Investments are monitored throughout their lifecycle, and investors may select opportunities based on their preferred level of diversification and exposure.
Real estate investments may serve as an additional component within a diversified investment portfolio.
Receiving income from an investment depends upon the characteristics of the investment. For example, with income-generating real estate investments, investors can expect to receive regular quarterly payments during the investment period. It is important to note that transaction realization and investment termination dates are merely estimates.
The expected return presented to investors is determined based on the business plan presented by the entrepreneur after having been examined and analyzed by Altshuler Shaham Alternative Investments’ research department. It is important to note that the presented return is solely a forecast, and the Company does not undertake to achieve this or that return. The success of an investment depends on many factors and therefore poses a risk that might be impacted, inter alia, by market trends and unforeseeable events.
Investing in transactions entails opportunities and risks relating to the real estate sector and the specific assets acquired, exposure to companies in the American and European markets, exposure to different entrepreneurs, exposure to different countries and different regulations, exposure to foreign currency, changes in financing and inflation and other risks deriving from an investment. Interest rate hikes around the world in recent years could affect a transaction’s leverage conditions, the returns and transaction performance.
Altshuler Shaham Alternative Investments’ offers to investors from the State of Israel to invest in transactions are based on an exemption pursuant to the Securities Law of 1968 (“the Securities Law”), which prescribes that an offer and sale to up to 35 investors in any 12-month period (as specified in section 15A(a)(1) of the Securities Law and its Regulations) who are not listed in the First Addendum to the Securities Law, or to investors as stated in section 15A(a)(7) of the Securities Law and its Regulations does not require the publication of a prospectus after publication thereof has been approved by the Israel Securities Authority. In light of that stated, the investment is not regulated pursuant to the Securities Law and/or pursuant to the provisions of the Joint Investments in Trust Law of 1994. The investment and any advertising material about it have not been approved by the Israel Securities Authority. That stated above does not constitute investment advice pursuant to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law of 1995 (“the Investment Advice Law”). Altshuler Shaham Alternative Investments, its advisors and those acting on its behalf: (a) are not authorized to provide investment advice or portfolio management pursuant to the Investment Advice Law; (b) are not licensees by virtue of this Law; and (c) are not insured pursuant to the provisions of the Investment Advice Law. Any advertising information provided and any information provided regarding the possibility of investing in any future offer shall not constitute investment advice or investment marketing as defined in the Investment Advice Law. Please note that the full details about investing in a particular transaction shall be disclosed solely to investors as stated in section 15A(a)(7) of the Securities Law; or within the framework of an individual negotiations process to be conducted in conformity with the order of contacting investors pursuant to section 15A(a)(1) of the Securities Law to the general partner of the transaction and/or anyone on its behalf. In conformity with section 15A(a)(1) of the Securities Law, during the negotiations process as stated, the Company shall disclose all information about investing in the transaction to only 35 investors, and only 35 investors as stated and/or investors as stated in section 15A(a)(7) of the Securities Law shall be able to take part in the investment. That stated above includes select information about Altshuler Shaham Alternative Investments’ activities and therefore, does not purport to be comprehensive or complete and should not be considered an exhaustive review of activities and/or the risks involved in activities. When making any investment decision, investors should rely solely on their own examinations of transactions and their terms, including the advantages and risks involved in each transaction, should meticulously scrutinize all documents relevant to the transaction, and consult with their professional advisors to the extent necessary before investing. We clarify that that stated above in no way constitutes any undertaking to maximize any return on investment funds.
about the investment and its terms, including the benefits and risks involved in the investment, and potential investors should seek advice from appropriate advisors regarding legal, accounting, tax and financial issues involved in the investment. Transactions not published in a prospectus to the public shall solely be offered and sold to investors listed in the First Addendum to the Securities Law of 1968 (“Qualified Investors”) and to up to 35 nonqualified investors every 12 months.