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Portfolio Management & Advisers

How We Manage

Broadstone Real Estate Access Fund (BDREX) is an interval fund comprised of three actively managed, diversified investment “sleeves”: direct real estate investments, private real estate funds, and public real estate securities.

BDREX President & Portfolio Manager: Kate Davis

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Kate Davis joined BDREX as a member of the Executive Team in September, 2017, with over 15 years of experience in real estate and finance. As President & Portfolio Manager of Broadstone Real Estate Access Fund (BDREX) Kate oversees the ongoing development and implementation of investment strategy and growth planning for the fund. Through the creation and management of a diversified portfolio of real estate investments across sectors and asset classes, Kate is responsible for achieving business and investment objectives.

Prior to BDREX, Kate served as Portfolio Manager and Head of Research & Operations for the Resource Real Estate Diversified Income Fund at Resource America, Inc., where she constructed and co-managed a portfolio of 100+ real estate investments across sectors and asset classes, as well as oversaw business operations. Kate began her career in real estate private equity, and has also held roles in Corporate Finance and Business Development at Microsoft. Kate holds a BS degree in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago Booth School of Business.

To meet the rest of our team, click here.

Adviser: Benefit Street Partners, LLC

Established in 2008 and a wholly-owned subsidiary of Franklin Resources, Inc., Benefit Street Partners, LLC (BSP) provides investment advisory, portfolio management, administrative and related services to hundreds of institutional clients and multiple funds including Broadstone Real Estate Access Fund (BDREX) and Broadtree Residential, Inc. (BTR).

As Adviser to BDREX, BSP manages two investment allocations: private real estate funds, and direct real estate investments.

Sub-adviser: Heitman Real Estate Securities, LLC

heitmanlogoFounded in 1966, Heitman LLC is a global real estate investment management firm with approximately $42 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, with offices in Los Angeles, London, Luxembourg, Frankfurt, Munich, Warsaw, Hong Kong, Seoul, Tokyo, and Melbourne, Heitman’s more than 325 employees offer specialized expertise – from a specific discipline to local insight.

BDREX selected Heitman Real Estate Securities, LLC as sub-adviser to manage the portion of the Fund’s investment portfolio that is allocated to public real estate securities.

Heitman Real Estate Securities, LLC manages the portion of the Fund’s investment portfolio that is allocated to public real estate securities. Neither BDREX nor ALPS is affiliated with Heitman Real Estate Securities, LLC.