Uniplan Investment Counsel, Inc.

Uniplan Investment Counsel, Inc. is a boutique investment firm specializing in alternative investment strategies designed to enhance portfolio diversification and performance. With roots dating back to 1984, Uniplan offers a range of strategies, including Real Estate Investment Trusts (REITs), Micro Cap investments, High Income Total Return (HITR), and bespoke solutions tailored to the specific needs of clients. These strategies are primarily focused on U.S. clients and aim to provide low-correlation portfolio options that improve the efficient frontier.

The firm's investment approach is characterized by a focus on real estate, small-cap equities, and fixed income securities. Uniplan's REIT strategy invests primarily in Real Estate Investment Trusts and Real Estate Operating Companies, while the Micro Cap strategy targets companies with initial market capitalizations under $750 million. The HITR strategy focuses on income-producing assets, including REITs, global infrastructure, preferred securities, and dividend-paying common stock. Additionally, Uniplan offers bespoke services such as Managers Portfolio, Small Cap Equity, Preferred Securities, Unconstrained Fixed Income, and Venture Capital Opportunities, often in partnership with affiliates like iSelect Funds.

Led by Chairman and Chief Investment Officer Rick Imperiale, who has over 35 years of investment experience, Uniplan's team comprises professionals with more than 150 years of combined investment expertise. The firm's President and CEO, Kris Jamison, has been instrumental in introducing Uniplan to the institutional and separate account marketplace since 2003. Uniplan's commitment to alternative investing is evident in its long history of providing strategies that significantly enhance core holdings, serving sophisticated advisors and consultants who utilize Uniplan's strategies to move client portfolios out on the efficient frontier.

Investment Requirements: Uniplan's investment strategies are designed for institutional clients, high-net-worth individuals, and advisors seeking alternative investment solutions. Potential investors should have a clear understanding of alternative investments and their associated risks. Uniplan emphasizes a collaborative approach, working closely with clients to tailor strategies that align with their specific investment objectives and risk tolerance. Prospective clients are encouraged to contact Uniplan directly to discuss investment opportunities and suitability.

Year Founded: 1984

Portfolio Companies: Uniplan's portfolio includes a diverse range of companies across various sectors, reflecting its commitment to alternative investment strategies. Specific portfolio companies are not publicly disclosed, but the firm's investments span industries such as real estate, infrastructure, energy, technology, healthcare, consumer goods, telecommunications, media, transportation, utilities, materials, retail, education, and agriculture.