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Unlock historically inaccessible asset classes, diversify your portfolio, and enjoy moderate volatility
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Redefining access to real estate assets
The USQ platform offers modern investing strategies spanning family offices to institutional investors. We leverage our in-depth knowledge of real estate financing complexities to create flexible, adaptable investment approaches.
What is an interval fund?
Investors have experienced the potential benefits of the interval fund structure as assets under management and the number of products have seen a large increase in the past five years. Interval funds allow broad access to asset classes that may reduce volatility and enhance returns. But what is an interval fund and how does it work?
USQ is dedicated to clearing the path for smart real estate investment decisions. We take what has historically been burdened, complex structures and transform them to pragmatic, mutually beneficial offerings. We do this with a drive to make quality real asset investment strategies accessible to the largest institutions as well as the individual investment advisors. USQ is a Chatham Financial company, established in 2016 by the largest independent financial risk management firm providing advisory and software solutions to clients worldwide.
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Inventive approaches to private real estate investments
USQ Core Real Estate Fund
The USQ Core Real Estate Fund is a continuously offered closed-end interval fund that provides investors with access to institutional private real estate by investing exclusively in NFI-ODCE* constituents. NCREIF’s strict index inclusion requirements include only funds that focus on “Core” private equity real estate. These funds utilize low leverage and invest primarily in stable U.S. operating properties with high occupancy rates, leased to tenants with high credit ratings.
The PREDEX Fund is a continuously offered closed-end interval fund that provides investors with access to institutional-quality private real estate. The fund invests at least 50% of its assets in members of the NFI-ODCE* but also invests in institutional funds that are outside of the index. The underlying funds in which PREDEX invests own interests in more than 3,500 properties valued at more than $250 billion.
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This material is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. It is being provided merely for illustrative and educational purposes and to provide a framework to assist in the implementation of an investor’s own analysis and an investor’s own view on the topic discussed herein.
The information and opinions expressed are as of the date indicated, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by USQ to be reliable, but are not all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions is accepted by USQ, its officers, employees, affiliates or agents. Reliance upon information in this material is at the sole discretion of the reader.
Investment involves risk including possible loss of principal. Diversification and asset allocation may not protect against market risk or loss of principal. Past performance is not a guarantee of future results.
Chatham Financial Corp is the sole shareholder of the holding company of Union Square Capital Partners, LLC. Chatham is not an investment advisor registered with the U.S. Securities and Exchange Commission.
Union Square Capital Partners, LLC is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Past performance does not guarantee future results. Registration does not imply certain levels of skill or training.
Union Square Capital Partners, LLC is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Past performance does not guarantee future results. Registration does not imply certain levels of skill or training.
There are a number of significant risks that should be considered when considering an investment in real estate or real estate related securities. No amount of diversification or correlation can guarantee profit or prevent losses. This website is neither an offer to sell nor a solicitation of an offer to buy any securities. An offering is made only by the applicable offering documents or Prospectus and only in those jurisdictions where permitted by law. This website must be read in conjunction with the applicable offering documents or Prospectus in order to understand fully all of the implications and risks of the offering of securities to which it relates and a copy of the offering documents or Prospectus must be available to you in connection with any offering. All information contained in this website is qualified by the terms of applicable offering documents or Prospectus. Neither the United States Securities and Exchange Commission nor any state regulator has approved or disapproved of the merits of any offering described herein. Any representation to the contrary is unlawful.
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Before investing in either Fund, you should carefully consider the Fund’s investment objectives, risks, fees and expenses. For a copy of the USQIX prospectus which contains this and other information, please visit www.usqfunds.com or call 1-833-USQ-FUND [1-833-877-3863]. The USQ Core Real Estate Fund is distributed by Quasar Distributors LLC. Please read the Fund’s prospectus carefully before investing.
A copy of the PRDEX prospectus which contains this and other important information, can be obtained by calling 1-877-940-7202. PREDEX is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Please read the Fund’s prospectus carefully before investing.
Investing involves risk. Principal loss is possible. Investing in real estate entails special risks, including (i) changes in general economic and market conditions; (ii) changes in the value of real estate properties; (iii) risks related to local economic conditions, overbuilding and increased competition; (iv) increases in property taxes and operating expenses; (v) changes in zoning laws; (vi) casualty and condemnation losses; (vii) variations in rental income, neighborhood values or the appeal of property to tenants; (viii) the availability of financing and (ix) changes in interest rates and leverage. There are also special risks associated with particular real estate sectors, or real estate operations generally. The Fund is not intended to be a complete investment program, but instead as a way to help investors diversify into real estate. Diversification does not ensure a profit or guarantee against a loss.
The USQ Core Real Estate Fund and PREDEX are continuously-offered, non-diversified, registered closed-end funds with limited liquidity.
PREDEX is distributed by Northern Lights Distributors, LLC, which is not affiliated with Union Square Capital Partners, LLC or its affiliates.
The USQ Core Real Estate Fund is distributed by Quasar Distributors LLC, which is not affiliated with Union Square Capital Partners, LLC or its affiliates.