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Alternative investments in tax-advantaged real estate.
Why real estate belongs in your alternatives portfolio
Real estate is a proven strategy for alternative investments. Family offices invest between 10 and 14.4% of their income in real estate, according to a 2024 research by JP Morgan Private Bank.
Stability
Invest in real estate directly to get higher returns with lower volatility than REITs.
Diversification
Hedge against stock and bond market volatility.
Tax efficiency
Capitalize on tax credits, depreciation, and deductions.
Cash flow
Benefit from regular distributions before sale.
Successful track record
Neutral successfully sold the project Bloom, in Monona, WI, after entitling the land for 94 residential units, delivering investors a 28.7% IRR and more than doubling their equity. We have also completed the construction of the now-leasing Bakers Place, a 206-unit multifamily development in Madison, WI, in May 2025.
Partners сo-invest
Our founding partners, Nate Helbach, Matt Frazer, and Daniel Glaessl put personal funds in Neutral deals.
Repeat investors
Over 30% of equity capital in our newest projects comes from repeat investors.
Local partnerships
All of Neutral projects have been funded in partnership with over 200 local investors.
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Featured project Neutral.Edison View project →
SSID
Financing secured
Bank OZK and Pearlmark
Equity return
Proforma IRR
Preferred return
Located in Milwaukee, Wi, Neutral.Edison is our flagship project focusing on sustainable construction and resident wellness. The project features 378 market-rate units and 7,200 square feet of retail space. Financing has been secured, currently under construction, and slated for opening in spring 2027.
About the advisor relations team
Stephen McLeod offers over 25 years of experience building strong partnerships with Registered Investment Advisors, helping them navigate market complexities and achieve sustainable growth. As Director of Financial Advisor Relations, Stephen will introduce advisors to Neutral's innovative real estate asset allocation solutions, designed to enhance portfolio diversification and deliver exceptional value.
Founder of Central Wealth Management, LLC, Eric has over 20 years of experience as a CERTIFIED FINANCIAL PLANNER™, helping clients navigate financial complexities. As a board member at Neutral, he collaborates with advisors to integrate real estate into client portfolios and shapes Neutral’s investment strategy. To date, Eric has allocated over $20 million into Neutral’s projects.
Experienced partners
Financing
Bank OZK, Pearlmark, and First Business Bank have provided construction financing for our projects.
Construction
Bank OZK, Pearlmark, and First Business Bank have provided construction financing for our projects.
Property management
Bank OZK, Pearlmark, and First Business Bank have provided construction financing for our projects.
Personalized Onboarding
Neutral provides a personalized onboarding experience with a dedicated account manager to guide you through paperwork and setup, access to pre-made email templates for client communication, and the ability to request custom reports and memos to keep your clients informed.
Learn more at an upcoming event
Neutral invites financial advisors to our monthly Due Diligence Day in Madison, WI. Join us to meet the team, tour our active developments, get to know the local market, and ask any questions you may have.