About Us

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Foresight Real Estate Investment Fund invests in commercial income properties, development projects and real estate technology in the United States. Members are individual accredited investors and family offices who control their own investment accounts within the fund. Members of Foresight Real Estate Investment Fund are invited to establish their own individual investment account with UBS Wealth Management at UBS Bank. 

Our members earn income from their assets invested in securities, bonds and managed funds with UBS while they are invited to allocate any portion of their assets into three types of real estate investments with different levels of risk:

Income Properties (Moderate Growth and low risk)

Development Opportunities (Growth with risk)

New Real Estate Technology (Speculative Growth with higher risk)

Foresight Real Estate Investment Fund manages our member’s assets that are deployed in these three types of real estate investments as the Fund Manager who reports to our investor members and to UBS Wealth Management as Investment Manager.

Members benefit from these features:

Liquidity – Members may withdraw their assets from their individual investment accounts at UBS Bank at any time, and they can re-invest their income and distributions freely.

Flexibility – Members may choose and modify the allocation of their assets between UBS managed securities and any Foresight managed real estate opportunity at any time.

Diversity – Members can allocate their assets between investments with different levels of risk to create a diverse portfolio that provides stability and opportunity to meet their goals.

1031 Exchange – Members can allocate the portion of their assets that are subject to Capital Gains Tax from a recent sale of their own property into a sponsored property of the Fund as a Tenant in Common with their name on title compliant with IRS 1031 Exchange rules. 

UBS Securities Backed Loans– Members may borrow against the current market value of their liquid assets under management in their UBS investment account within the fund with a UBS Securities Backed Loan for up to one year.

Transferability – Members may transfer any portion of their assets or property interest within the fund to their heirs and relatives free of any fees or restrictions at any time, and they may sell or assign their assets at any time.

Reporting – Members receive a monthly account statement from UBS Wealth Management of their liquid assets in their investment account along with income distributions. Members receive a quarterly report from Foresight Real Estate Investment Fund for their real estate investments including a schedule of income distributions where applicable.

Fees – Members may request a fee schedule from UBS Wealth Management based on the value of the assets in their investment account. Foresight Real Estate Investment Fund’s real estate investment management fee is one (1%) percent annually. 

For information on how to become a member of Foresight Real Estate Investment Fund, or to present a real estate investment opportunity to the fund, contact:

Mark Wittcoff, CFM, RPA

Chairman and Chief Executive Officer

Foresight Real Estate Investment Fund

Telephone: 310-490-5500

Email: mw@foresightreif.com

UBS Wealth Management

The Katzaroff, Kottmeier, Thompson Group

UBS Financial Services, Inc.

https://advisors.ubs.com/kkt/

This material is intended for information and marketing purposes only: It is not to be regarded as investment research, a sales prospectus, an offer or solicitation of an offer to enter into any investment or other activity. The general explanations included in this presentation cannot address your personal investment objectives, your financial situation as well as your financial needs. 

Legal and tax advice: We recommend that you obtain appropriate independent financial, tax or legal advice on the implications of investing in or making use of any of the products and making use of the services mentioned herein, including tax matters. Tax treatment depends on the individual circumstances and may be subject to change in the future. UBS does not provide legal or tax advice and this document does not constitute such advice. UBS further makes no representations as to the tax treatment of assets or the investment returns thereon both in general or with reference to your specific circumstances and needs. You should obtain independent tax advice on the suitability of products, assets or instruments before investing and as you may consider appropriate.

Investment risks: Please be reminded that all investments carry, depending on their nature, a degree of risk. Some investments may be subject to sudden and large falls in value and on realization you may receive back less than you invested. Some investments may not be readily disposable since the market in such securities is illiquid and therefore identifying and quantifying the risk to which you are exposed may be difficult. You should consult your UBS client advisor on the nature of any specific investment you are interested in and carefully consider whether such investment is appropriate for you before making any decision on an investment or transaction. 

For further information on the risks of specific types of investments and transactions we refer to the brochure ”Special Risks in Securities Trading” and the document ”Additional Risk Information” previously sent to you. Please ask your UBS client advisor for further copies of these documents if you deem necessary. 

The information contained in this presentation on specific investment opportunities or on investment strategies and asset classes in general is in abbreviated form. It is not intended to provide the sole basis of an evaluation of an investment and should not be considered a recommendation by UBS that an investment is suitable for you. UBS shall have no responsibility for the performance of investment instruments or an asset class selected by you and shall assume no liability for the selection and decision you may take.

Risks of investing in funds: Investments in Funds bear specific risk that can be substantial. The market exposure inherent in units of a Fund is closely related to the underlying instruments the Fund is invested in. Investments in funds may be subject to sudden and large falls in value and on realization or (in case of default of the fund) on the winding up of the Fund the investor may receive back less than invested, lose the total amount invested or may be required to pay more. Some investments may not be readily realizable since the market in the securities is illiquid or because of minimum holding periods and therefore valuing the investment and identifying the risk to which the investor is exposed may be difficult to quantify. It may thus be difficult for an investor either to sell, transfer or realize the investment or to obtain reliable information about its value or the extent of the risks to which it is exposed. Should substantial redemptions be made at the same point of time, this could negatively impact the investor’s redemption rights (illiquidity/exit risk). 

The above is not an exhaustive list of risks of investing in a fund. You should take any investment decision only upon the basis of a fund’s current and complete legal documentation. We further advise you to obtain independent legal advice when considering an investment.

Investment and Advisory Services Information:

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.

It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. 

Methodology Disclosure:

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.