Adelante's domestic strategies are designed for those investors who recognize the diversification benefits of real estate in their overall investment portfolio and desire exposure to the U.S. commercial real estate market to meet their needs.

Investors can access our domestic strategies through separate accounts, wrap accounts and a commingled private fund.

Adelante has designed several strategies utilizing domestic securities to meet the varied needs and objectives of our clients.

Select Equity Strategy

This strategy is our most concentrated and typically consists of 15-25 securities. The objective of the strategy is long term capital growth by investing in a concentrated portfolio of companies which are undervalued relative to the underlying real estate value.

Total Return Strategy

The firm's flagship strategy dating to 1995 and accounting for more than 60% of the firm's assets under management is a concentrated strategy typically consisting of 25-35 securities. The objective of the strategy is high current income and long term capital growth by investing in a concentrated portfolio of companies which are undervalued relative to the underlying real estate value.

Core Plus Strategy

The firm's most diversified strategy typically consists of 35-60 securities. The objective of the strategy is high current returns and long-term capital growth.  The portfolio management committee utilizes a fundamental analysis to construct a diversified portfolio. This strategy is currently offered only in the Unified Managed Account ("UMA") market.