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Accordant ODCE Index Fund added to leading RIA custodian platforms
Other - FEBRUARY 22, 2024

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Accordant ODCE Index Fund added to leading RIA custodian platforms

by Released

Accordant Investments has announced that the Accordant ODCE Index Fund (ODCEX), the first-ever private real estate index fund, is now available on four of the largest registered investment adviser custodian platforms: Schwab Advisor Services™, Fidelity Investments®, Pershing, and Matrix Trust Company.

ODCEX is a fully registered interval fund with a patented indexing investment approach that seeks to track the NFI-ODCE Index. The NFI-ODCE Index is considered to be a  comprehensive benchmark for U.S. core private real estate, similar to what the S&P 500 is for the largest publicly traded stocks. ODCEX was built with advisers and investors in mind and strives to remove many of the typical hurdles to investing in private real estate. It offers daily purchases, asset transparency, low fees and broad diversification.

“We believe private real estate is a necessary part of any diversified portfolio and we have made it easier for advisers to allocate to this importan

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