For allocators and RIAs

Fees, repurchases and the manager behind every non-traded REIT and interval fund.

For RIAs and advisors who use alternatives. Embarc reads management fees, total expenses and share repurchase history for non-traded REITs, lists interval and closed-end funds, and lists DST offerings by sponsor.

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Then try every plan free for 7 days. No card.

From the filings

The fund family list: every manager and its funds

Example of the embarc dashboard's fund family list page — The dashboard page, as the plan shows it. The 7-day trial opens it.

What you can do

Compare fees across funds
See a manager’s other funds and its adviser record
Find DST sponsors and their offerings for 1031 clients

Plan: All, $200/mo ($500 list), for interval and closed-end funds, fund families and adviser records. REITs, DSTs and opportunity zone funds alone: SPACs & Real Estate, $100/mo. See pricing

Create free account

Then try every plan free for 7 days. No card.