Residential Real Estate Generates Strong Returns!
Until Unison was founded, the only way to access home equity was by taking on debt! As a market leader, we help consumers access the accumulated value of their homes while enabling institutional investors to access U.S. residential home price appreciation (HPA), generating strong returns.
Who is UnisonIM?
Unison Investment Management (UnisonIM) powers efficient capital deployment and active management at scale. Our investment philosophy is ingrained in the models, systems, and processes we build to make investments.
We are committed to providing institutional investors unrivaled transparency and innovative product offerings for this new asset class.
$8.1B
The underlying value of our real estate assets
Proven track record of building and managing a world-class portfolio
We created a smart, new asset that aims to align the needs of consumers and value for institutional investors. Operational in markets representing more than 82% of U.S. real estate by value, we currently partner with homeowners through equity sharing agreements across 30 states and territories including Washington DC and 242 metro areas.
$8.1B
The underlying value of our real estate assets
10,000+
Invested in 10,000+ total owner-occupied residential properties
$1.6B
Manages over $1.6B of assets
20.7%
Our portfolio has a proven 10-year track record with net annualized return of 20.7%
Unison’s portfolio has a
10+ year
track record
Achieving a 20.7% annualized net return since 2012*
The date range for the Unison return data depicted on this slide is for Unison’s overall portfolio beginning December 31, 2012 to December 31, 2022. Note Unison Financial Statements are unaudited and currently under review. Net annual returns are defined as the value weighted total return of the home co-investments managed or serviced by Unison, net of all fees. The return of a period is computed by the following formula (End of Period Asset Value + Cash Realizations - Beginning of Period Asset Value - Fees)/(Beginning of Period Asset Value + Cost Basis of New Investments). Asset values are reported using the Discounted Cash Flow (DCF) valuation methodology with the valuation parameter assumptions as of December 31, 2022.
Unison Net Total Return Index
100
2012 Q4
657
2022 Q4
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Contact UnisonIM
For more information, please contact:
Unison Investment Management
650 California Street Suite 1800 San Francisco, CA 94108
Real Estate Equity Exchange, Inc. Copyright 2023
or visit our Contact page
650 California Street San Francisco, CA 94108 | 415-992-4200 | Real Estate Equity Exchange, Inc. Copyright 2023