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
Offer differentiated investment solutions to help advisors meet goals, grow their practice, and strengthen long-term client relationships with confidence nationwide.
Efficient Process
Streamline the investing workflow so you save time, reduce friction, and stay focused on what matters most for your business today always.
Dedicated Support
Access dedicated relationship-manager support with private real estate expertise, keeping your clients informed, educated, and guided from start to finish clearly consistently.
Optimize Tax Strategies
Help high-income investors pursue tax-smart returns through strategies like bonus depreciation and advantaged structures that can offset income while building wealth efficiently.
Our Funds
Our Three Investments Lanes
We specialize in multifamily real estate investments, empowering individual investors to safeguard and grow their wealth.
INCOME
CCG Income Fund
Senior secured income strategy designed to generate predictable quarterly cash flow through senior debt, mezzanine financing and preferred equity positions across diversified assets nationwide.
10%
Target Annualized Return
Paid Quarterly | Evergreen Structure*
Growth
CCG Growth Fund
Structured real estate development and value-add strategy targeting enhanced total returns through equity participation in sponsor-controlled projects, typically realized at refinance or asset sale.
15–18%
Target IRR
12–18 Month Typical Investment Horizon
OPPORTUNISTIC
CCG Opportunistic Fund
High-conviction real estate strategy focused on structured equity, control positions, and distressed or special situations designed to deliver asymmetric upside participation for sophisticated investors.
18–25%+
Target IRR
8% Preferred Return | 50/50 Profit Split
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.
Expand Your Portfolios With Private Real Estate
Partner with Countrywide to access differentiated real estate investment solutions across income, growth, and opportunistic strategies—backed by a streamlined process, dedicated advisor support, and tax-aware structuring. Start a conversation to see how we can help you serve high-net-worth clients and strengthen long-term relationships
