Crestone Financial Advisors

Crestone originates transactions through a network of regional operators and sponsors rather than through public auction or broker-led processes. The firm underwrites each deal in-house, investing client capital as a co-equity participant alongside operating partners who manage the underlying assets. This direct-sourcing model is uncommon among RIAs of Crestone's size, where most peers default to third-party fund commitments.

Real estate investments are structured as direct equity participations in sponsor-led deals, spanning multifamily, office, and industrial assets. Crestone does not pool these into a proprietary real estate fund; instead, each transaction stands as a discrete SPV with client capital placed alongside the operating sponsor. The firm's post-2022 posture has emphasized structured real estate credit, where current-yield characteristics align with client income objectives.