Aligned. Transparent. Investor-First.
A Smarter Way to Own Real Estate
Our investment process is built on three principles:
1. Alignment. Investors receive an 8 % preferred return before any profit participation. The General Partner earns only after investor targets are achieved.
2. Transparency. All capital movements, distributions, and valuations are recorded on the blockchain through REALBLOCK®.
3. Accountability. Every decision is overseen by Collaborative Wealth Management, Inc., an SEC-registered investment adviser providing fiduciary supervision.
The result: institutional-grade structure with verifiable integrity.
Clear Terms. Predictable Outcomes.
These standardized terms apply to every project under the REIT umbrella, ensuring fairness and simplicity for all limited partners.
Distribution Waterfall
Designed for Investor Priority
Collaborative Dynamic REIT™ follows a transparent, three-tier waterfall:
Preferred Return: 100 % of distributable cash flow goes to investors until the annual 8 % preferred return is satisfied.
Return of Capital: Next, investors receive 100 % of cash flow until their original investment is fully returned.
Profit Participation: Remaining profits are split 60 % to investors / 40 % to the General Partner.
All distributions and calculations are timestamped and verified on REALBLOCK® to ensure accuracy and compliance.
Underwriting and Due Diligence
AI Precision with Human Oversight
Each potential acquisition undergoes a two-phase review process:
AI-Driven Underwriting: Our proprietary systems analyze rent rolls, expense ratios, cap rates, and market data to identify value-add opportunities and risk thresholds.
Human Committee Verification: Experienced analysts and advisors validate every assumption, stress-test financing models, and approve only assets that meet strict return and governance criteria.
This combination of speed and scrutiny delivers both efficiency and discipline — ensuring every dollar is deployed intelligently.
Governance & Oversight
Fiduciary Supervision You Can Trust
Collaborative Dynamic REIT™ operates under a layered governance framework:
General Partner (CD-REIT GP): Responsible for acquisitions, financing, and asset management.
External Adviser (Collaborative Wealth Management Inc.): Provides fiduciary oversight, financial reporting, and SEC compliance.
REALBLOCK® Ledger: Maintains immutable proof of ownership, transaction records, and NAV audits.
This structure blends the accountability of human stewardship with the precision of blockchain verification.
The REALBLOCK® Integration
Proof, Not Promises
REALBLOCK® serves as the backbone of our investor experience:
Records every investor’s share ownership and capital contribution.
Automates distribution tracking and quarterly income reporting.
Provides on-chain NAV updates and audit trails.
Enforces KYC / AML compliance through smart-contract controls.
Investors can log into the REALBLOCK® dashboard to view holdings, performance, and verification data — transforming transparency from a claim into a capability.
Distribution Waterfall
Designed for Investor Priority
Collaborative Dynamic REIT™ follows a transparent, three-tier waterfall:
Preferred Return: 100 % of distributable cash flow goes to investors until the annual 8 % preferred return is satisfied.
Return of Capital: Next, investors receive 100 % of cash flow until their original investment is fully returned.
Profit Participation: Remaining profits are split 60 % to investors / 40 % to the General Partner.
All distributions and calculations are timestamped and verified on REALBLOCK® to ensure accuracy and compliance.
Underwriting and Due Diligence
AI Precision with Human Oversight
Each potential acquisition undergoes a two-phase review process:
AI-Driven Underwriting: Our proprietary systems analyze rent rolls, expense ratios, cap rates, and market data to identify value-add opportunities and risk thresholds.
Human Committee Verification: Experienced analysts and advisors validate every assumption, stress-test financing models, and approve only assets that meet strict return and governance criteria.
This combination of speed and scrutiny delivers both efficiency and discipline — ensuring every dollar is deployed intelligently.
Governance & Oversight
Fiduciary Supervision You Can Trust
Collaborative Dynamic REIT™ operates under a layered governance framework:
General Partner (CD-REIT GP): Responsible for acquisitions, financing, and asset management.
External Adviser (Collaborative Wealth Management Inc.): Provides fiduciary oversight, financial reporting, and SEC compliance.
REALBLOCK® Ledger: Maintains immutable proof of ownership, transaction records, and NAV audits.
This structure blends the accountability of human stewardship with the precision of blockchain verification.
The REALBLOCK® Integration
Proof, Not Promises
REALBLOCK® serves as the backbone of our investor experience:
Records every investor’s share ownership and capital contribution.
Automates distribution tracking and quarterly income reporting.
Provides on-chain NAV updates and audit trails.
Enforces KYC / AML compliance through smart-contract controls.
Investors can log into the REALBLOCK® dashboard to view holdings, performance, and verification data — transforming transparency from a claim into a capability.
Investor Access
Join the Collaborative Dynamic REIT™ Platform
Accredited investors can participate directly in upcoming offerings through our secure portal.
Each investment includes full documentation, on-chain verification, and quarterly reporting through REALBLOCK®.