Portfolio Construction

Landtheory builds real estate and digital infrastructure portfolios tailored to your specific needs. We don't offer preset investment packages or steer you toward our own products. Instead, we take your investment criteria and search the entire market — private & public, domestic & international — to find opportunities that match your goals.

For Asset Managers and Developers

Small real estate funds and development companies need expert capabilities without the overhead of full-time hires. Landtheory integrates with your team, operating under your branding to provide seamless support.

We handle everything from deal sourcing and underwriting to construction oversight and lease-up coordination. This includes regular site visits, design direction with architects, property manager strategy sessions, and performance reporting — essentially functioning as your in-house team without the permanent costs.

Because we operate at similar scale, we understand smaller deal economics and can take mandates that larger firms decline. You get experienced support precisely when and where you need it, allowing you to focus on nurturing your investor relationships and growing your assets under management.

For Individual Investors

Real estate investing requires significant time, expertise, and capital that often puts quality opportunities out of reach. Landtheory provides access across the entire investment spectrum.

Starting with public real estate securities and funds offering lower minimums, we help you build exposure aligned with your goals. As your capacity grows, we can source access to private funds with institutional-quality management. For those ready for direct property investment, we evaluate and manage individual assets, providing complete control over your investments.

Throughout this progression, we handle the complexity while you benefit from professional oversight without needing to become a real estate expert yourself.

Our Process

We start by understanding what success looks like to you. Your timeline, risk capacity, return requirements, liquidity needs and personal preferences drive everything that follows. A developer seeking opportunistic deals requires a completely different approach than a family office building steady income streams.

Based on these conversations, we develop investment criteria specific to your situation. Rather than applying standard asset allocation models we focus on finding the particular combinations of investment structures, property types, geographies, and risk profiles that make sense for your circumstances.

Our ongoing role depends on your needs and the investments selected. Some clients want quarterly portfolio reviews and high-level guidance. Others need hands-on support with individual asset decisions and weekly management coordination. We adapt our involvement to match both your capacity and the complexity of your portfolio.