Apollo Real Estate
Apollo Diversified Real Estate Fund invests in institutional private and public strategies across equity and debt real estate markets
Aims to provide income and capital appreciation that may reduce volatility compared to public markets and provide potential inflation protection
Can include Industrial, Multifamily, Specialty, Retail, and Office sectors
For suitable clients, can serve as a valuable complement to Titan’s more income-oriented and inflation-sensitive strategies
What is the Apollo Diversified Real Estate Fund?
Apollo Diversified Real Estate Fund (the “Fund”) is a closed-end interval fund that aims to provide income and capital appreciation with moderate volatility and lower correlation to broader equity and bond markets.
As part of the Apollo Real Estate platform, the Fund seeks to provide access through a multi-tiered partnership with specialist sub-advisors to a wide array of both private and public real estate opportunities - which can include Industrial, Multifamily, Specialty, Retail, and Office.
The Fund offers a low-barrier entry point into institutional real estate investments traditionally limited to large endowments and pension funds who seek to generate year-over-year income and returns that may be less correlated with the public market cycles. For suitable clients, real estate can serve as a core real asset holding, balancing liquidity, diversification, and institutional-grade access within a single vehicle.
Key Facts
Disclosures
6. As an interval fund, Apollo Diversified Real Estate Fund processes withdrawals at the end of each quarter (every 3 months). Quarterly liquidity is not guaranteed and is at the discretion of the Fund. Before investing, please consult the Fund’s prospectus at apollo.com/apollo-diversified-real-estate-fund.
Disclosures
This fund is a third-party closed-end interval fund that may or may not be recommended based on an individual’s financial profile. Investment in the fund may not be suitable for all investors. Please review the fund’s prospectus for a full list of risks before making any investment decision.
Investments in interval funds are speculative and subject to limited liquidity compared to other types of investments. Liquidity and distributions are not guaranteed and are subject to the fund's discretion. For more information, refer to the documents below.
Highlights
Institutional Access and Experience
Leverages Apollo’s real assets expertise with sub-adviser partnerships to ensure robust due diligence and data-driven portfolio management
Private & Public Exposure
Seeks to produce consistent income and diversification through diversified real estate exposure by combining private real estate equity and debt with public REITs and listed securities
Dynamic Allocation
May strategically rebalance across sectors and geographies in response to market and economic conditions, leveraging a multi-strategy approach