Alternative Investments For Financial Advisors
Expand your advisory practice with alternative investments for financial advisors. We provide exclusive access to private real estate funds designed to deliver consistent cash flow, diversified yields, and tailored investment horizons for your clients.
Why Partner With Countrywide for Alternative Investments?
Advisors need reliable partners and streamlined processes to serve their clients effectively. When you partner with Countrywide Capital Partners, you gain access to institutional-quality alternative investments for financial advisors backed by tangible real estate assets.
Streamlined Capital
We simplify the investment process with straightforward subscription documents and a quick closing process, so your clients can deploy capital efficiently.
Diversified Portfolio
Move beyond public market volatility. We offer three distinct investment lanes across diversified real estate asset classes to match your clients’ specific risk profiles.
Dedicated Support
You and your clients receive a dedicated relationship manager and secure access to our investor portal for transparent, real-time tracking.
Consistent Returns:
Our primary focus is generating steady, consistent cash flow tailored to match your clients’ long-term financial goals.
Our Funds
Our Three Private Real Estate Investment Lanes
We structure our private real estate funds to provide a spectrum of risk-adjusted returns, allowing you to build a complete alternative portfolio for your clients under one roof.
INCOME
CCG Income Fund
Designed for conservative investors seeking consistent, reliable cash flow. This fund focuses on originating senior secured debt, providing a strong risk-adjusted yield backed by hard real estate assets.
10%
Target Annualized Return
Paid Quarterly | Evergreen Structure*
Growth
CCG Growth Fund
For clients seeking higher yields through the capital stack. The Growth Fund utilizes preferred equity and mezzanine financing strategies, balancing moderate risk with significant income potential.
15–18%
Target IRR
12–18 Month Typical Investment Horizon
OPPORTUNISTIC
CCG Opportunistic Fund
Maximize returns with our opportunistic strategy. This fund targets ground-up development, value-add acquisitions, and joint ventures, capturing the highest potential upside in the attainable housing market.
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
