Real Asset Allocation

Strategic allocation across real estate segments and structures

Real estate investments are evaluated within overall net-worth allocation and concentration limits — never in isolation. We focus on fit, income potential, and liquidity.

Allocation-aware · Income-focused · Liquidity-honest
Segments & Structures

How we advise across the real estate universe

From physical properties to listed vehicles, every exposure is evaluated on yield, liquidity, and concentration.

Residential

  • Primary & secondary market evaluation
  • Rental yield assessment
  • Exit liquidity planning

Commercial

  • Grade & tenant-quality review
  • Lease structure analysis
  • Yield & capital appreciation fit

Industrial

  • Location & logistics evaluation
  • Long-lease tenant exposure
  • Income stability focus

Land

  • Title & approvals review
  • Development potential view
  • Long-horizon allocation role

REITs & InvITs

  • Listed, liquid real asset exposure
  • Distribution-yield analysis
  • Rebalancing flexibility

Fractional Real Estate

  • Curated platform diligence
  • Yield, fees & exit clarity
  • Concentration-aware sizing
How We Work

An allocation-first lens on real estate

01

Portfolio Context

Review current net-worth, real estate share, and goals.

02

Segment Fit

Map physical vs. listed vs. fractional routes to your needs.

03

Due Diligence

Evaluate yield, liquidity, title, and tenant quality.

04

Monitor & Rebalance

Track concentration, income, and exit opportunities.

Why Manek

Real assets that fit your wealth — not dominate it

Allocation Discipline

  • Net-worth-linked sizing
  • Concentration ceilings
  • Liquidity-tier mapping

Income Quality

  • Rental yield analysis
  • Tenant & lease review
  • Vacancy-risk framing

Structure Choice

  • Physical vs. REIT vs. fractional
  • Tax & carry-cost comparisons
  • Exit & succession awareness

Due-Diligence Support

  • Title & approvals review
  • Valuation benchmarking
  • Negotiation & structuring help

Thinking about your real estate allocation?

Let's evaluate it within your full wealth picture.

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