A Strategic Bridge to Institutional Real Estate Capital
Epic Advisory is a senior-led capital advisory firm connecting institutional investors with differentiated private equity real estate managers. With decades of allocator, investor, and advisory experience, we help managers refine their strategies, strengthen institutional readiness, and access aligned, long-term capital partners.
Our approach is disciplined, transparent, and grounded in deep institutional knowledge built across multiple market cycles.
✔ Institutional Expertise
Over 30 years of experience as investors, allocators, advisors, and capital raisers across all property types and vehicle structures.
✔ Proven Capital Formation Track Record
Our principals have sourced, vetted, and managed relationships that have raised more than $5 billion from leading global investors.
✔ Strategic, Market-Tested Process
We combine rigorous preparation, thoughtful investor targeting, and consistent communication to ensure clarity and alignment at every stage.
✔ Deep Investor Relationships
Long-standing connectivity across pensions, sovereign wealth funds, consultants, endowments, foundations, insurers, and private wealth platforms.
✔ Senior-Level Engagement
Every mandate receives direct, hands-on involvement from our senior team — from pre-marketing through close.
✔ More Than a Placement Agent
We provide strategic advisory, outsourced marketing, institutional positioning, and relationship development that extend far beyond capital raising.
Across pensions, sovereign wealth funds, E&Fs, insurers & private wealth channels
We believe successful capital formation is both art and science. It requires disciplined execution, clear communication, a deep understanding of investor priorities, and a commitment to long-term alignment. We stand shoulder-to-shoulder with our clients and investors, fostering partnerships that endure across market cycles.
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A trusted, experienced team with extensive institutional insight A selective, relationship-driven model that avoids competing mandates Objective judgment shaped by allocator and investor experience A tailored strategy for each client’s unique platform, goals, and market positioning Transparent reporting, disciplined feedback loops, and ongoing refinement
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To deliver principled, transparent, and value-enhancing guidance that strengthens investor confidence and drives lasting capital formation results.
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