UNIPLAN INVESTMENT COUNSEL, INC.
SEC RegisteredA Better Alternative
About the firm
Uniplan Investment Counsel, Inc. is a boutique investment firm, with roots dating back to 1984, that manages a variety of portfolios primarily for US clients. The firm has been a pioneer in alternative investing since Rick Imperiale began managing REIT strategies in 1989.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Low-correlation alternative portfolio strategies including REIT (investing primarily in Real Estate Investment Trusts and Real Estate Operating Companies), Micro Cap (investing primarily in US domestic equity companies representing the bottom 10% of the US investible equity market), HITR (investing primarily in income-producing assets including REITs, global infrastructure, preferred securities, and dividend-paying common stock), and a Managers portfolio that seeks to maximize alpha by investing in US listed stocks and ETFs with high concentration.
Who they serve
Primarily US clients, including advisor and home office partners, and the institutional and separate account marketplace.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,715 | $742M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 34 | $215M |
| State/Municipal Entities | 39 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| REITs/REOCs - up to $5M | 0.75% |
| REITs/REOCs - over $5M | 0.50% |
| Small Cap | 1.00% |
| Micro Cap | 1.00% |
| Equity Income - up to $500K | 0.75% |
| Equity Income - over $500K | 0.50% |
| Fixed Income - up to $5M | 0.50% |
| Fixed Income - over $5M | 0.35% |
| Managers Strategy | 1.00% |
Data as of March 25, 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. UNIPLAN INVESTMENT COUNSEL, INC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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