New Institutional Report Released
Access our strategic market perspective on necessity-based real estate and private credit fundamentals.
Read Full ReportWe provide institutional-quality U.S. real estate investment opportunities for private wealth, family offices, and wealth management partners.
Tailored investment solutions and transparent access to income-generating private market assets.
Explore a diversified portfolio of income-producing retail, healthcare, and multifamily assets across high-growth U.S. markets.
Market commentary, strategic investment theses, and thought leadership from the OTIMA Investments team.

U.S. real estate at the midpoint of 2026 — what the volume numbers say, and what they leave out


The supply math behind the most boring asset class in America

Global wealth grew 8.7% last year. The places to put it did not. Across most developed markets, real estate now trades at almost no premium to the local government bond — and that single fact explains more about where private capital is moving in 2026 than any story about tax exiles or safe havens.

What global capital actually earns in U.S. real estate — and why the headline yield lies

The economy isn't stalling, it's repricing. Here's where capital is moving and how we're underwriting for it.

What the pharmaceutical reshoring wave means for the real estate around the plants
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Access our strategic market perspective on necessity-based real estate and private credit fundamentals.
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