March 23

Empowering RIAs with Institutional-Grade Alternatives

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In today’s evolving investment landscape, Registered Investment Advisors (RIAs) face increasing client demand for stable, yield-driven alternatives beyond the public markets. At XEquity Group, we specialize in providing institutional-grade private investment opportunities designed to enhance portfolio performance and align with long-term client goals.

1. Fixed Income Debt — 7–10% Target Yields, No Management Fees
Our fixed income offerings deliver dependable returns through carefully underwritten private debt investments. With target yields between 7% and 10% and no management fees, this strategy provides consistent income and portfolio diversification, making it a strong complement to traditional fixed income allocations.

2. Multifamily Equity — ~16% Target IRR, 4–5 Year Term
We focus on value-add and growth-oriented multifamily properties across key U.S. markets. These investments target approximately 16% IRR over a 4–5 year horizon, emphasizing cash flow generation, capital appreciation, and active asset management to deliver strong risk-adjusted returns.

Partnering with XEquity Group
Our mission is to help RIAs access and integrate private market investments with the transparency, discipline, and reporting standards they expect. From detailed due diligence to streamlined onboarding, we make it simple for advisors to bring high-quality alternatives to their clients.

Interested in learning more?
Contact our investment team to explore how XEquity’s offerings can strengthen your clients’ portfolios and expand your firm’s value proposition.


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