Virtus REAL Estate LLC
SEC RegisteredCycle-Resilient Strategy
About the firm
Since 2003, Virtus has pioneered alternative property investment strategies, targeting needs-based real estate that thrives in any market cycle. They focus on Healthcare, Education, Storage, Middle-Income Housing, and emerging sectors driven by demographic shifts and societal needs. As hands-on, data-driven, and curious investors, they are committed to fostering thriving communities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Virtus offers alternative property investment strategies targeting needs-based real estate sectors including Healthcare, Education, Storage, Middle-Income Housing, and emerging sectors driven by demographic shifts and societal needs.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $1.1B |
4 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 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. Virtus REAL Estate 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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