When your best clients ask for something different, "not on our platform" is an answer that costs you.
The clients most worth keeping are the ones who already know what commoditized product looks like. When they ask for genuine private real estate and the honest answer is that you can't source it, the conversation, and sometimes the relationship, drifts toward whoever can. Offering something differentiated isn't just an allocation decision. It's how you hold the clients other advisors would like to take.
Why Student Housing
A resilient allocation your clients can't easily get elsewhere
Student housing at large flagship universities sits where real estate and higher education meet. Demand is driven by enrollment, which has historically been resilient at the large flagship universities we target, including through broader economic downturns. Leases are commonly backed by a parent or guarantor, and demand resets with every incoming class. At these universities, demand has deepened while new supply has been constrained. For a client portfolio, that means resilient, recurring income and meaningful diversification from the public markets your clients already own. Like any private real estate investment, these are long-term, illiquid commitments: there is no public market for fund interests, distributions are not expected during the development period, and investors may lose some or all of their invested capital.
Why It Works for Advisors
What matters when you put your name on a recommendation
Differentiated, Not Commoditized
This isn't another LP fund already sitting on every platform. It's student housing your clients can't source on their own — genuine private-market access you can bring to the relationships that want it.
Built for Your Custodians
The fund is designed to be held through the custodians you already use, so adding it to a client's portfolio doesn't mean adding operational friction to your practice.
Client-Ready Materials
You get materials you can put in front of clients directly, plain-language explanations, the honest risk picture, and answers to the questions clients actually ask, so you can lead the conversation with confidence.
A Path to the Investment Team
When a client asks a hard question you can't answer alone, you have a direct line to the investment team, with the principal available for the situations that call for it. You are never left defending a recommendation without support.
Held Where You Already Work
Available through the custodians you trust
Society Hill works with established custodians so you can hold the position where your practice already operates.
Important Details
The questions advisors ask first
Is there any cost to me?
No. There is no cost to advisors at any time. You can create an account, invite unlimited clients, and monitor and report on their progress, all at no charge.
What are the fees to my clients?
Each investment's fees are described in the fund's offering documents. Any fees you charge your clients are handled through your own separate agreement.
Can I transact on behalf of my clients?
At this time, Society Hill supports non-discretionary relationships between advisors and clients.
Will I receive a referral fee?
No. Advisors receive no referral fees or other compensation for inviting clients.
How do I connect to a client's account?
Once your advisor account is created, you invite clients by email to connect. They complete a short authorization form, and once approved you can view their account.
Bring your clients something different.
Create a free advisor account in under two minutes, at no cost, ever.