EREZ Asset Management, LLC
SEC RegisteredValue Investing with a Catalyst
About the firm
Erez Asset Management LLC, through Erez REIT Opportunities, LP, invests in undervalued small market capitalization REITs. Erez believes share price appreciation can be catalyzed through constructive engagement with a REIT's management and board or where there are idiosyncratic dynamics that are likely to lead to near-term share price appreciation. Erez makes concentrated high-conviction investments after extensive due diligence including asset-by-asset portfolio underwriting and granular market research.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Invests in discounted small market capitalization REITs through a multi-pronged approach to value creation, including constructive engagement with REIT management and boards and concentrated high-conviction investments following extensive due diligence.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $65M |
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EREZ Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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