USD/EUR 0.9321 -0.08% SPDR Homebuilders (XHB) $98.42 +1.12% VNQ (REIT ETF) $87.13 +0.74% EUR/USD 1.0728 +0.03% iShares US Home Construction (ITB) $105.67 +0.92% MBS (GNMA) 94.30 -0.12% Dow Jones US Real Estate 389.44 +0.55% USD/EUR 0.9321 -0.08% SPDR Homebuilders (XHB) $98.42 +1.12% VNQ (REIT ETF) $87.13 +0.74%

Beyond Property · Building Portfolios

US real estate indexes · MBS · tailored advice · investment management

Our spectrum

Comprehensive realty & capital markets

Allegiance Realty fuses institutional expertise with dynamic investment vehicles. Detailed below our full-service offerings.

Private real estate opportunities

Direct institutional-grade investments: commercial, multifamily, industrial, development projects. Minimum capital tailored for qualified individuals and family offices.

  • Equity and preferred equity structures
  • Value-add and core-plus strategies
  • Co-investment with global partners
capital growth · value-add

International fractional resales

Luxury fractional holdings secondary market: destination clubs, residence clubs, private villas. Unlock liquidity from shared ownership interests.

  • Title review & right-of-first-refusal
  • Global inventory: Aspen, London, Tuscany, Bali
  • Minimum entry from $98k
fractional · resale certification

US real estate indexes

Direct & synthetic exposure to Dow Jones US Real Estate, S&P 500 REITs, and custom baskets. Hedge or participate with low friction.

  • DJUSRE, RMZ, MSCI US REIT
  • Total return swaps & ETFs
  • Tax-efficient structured notes
DJUSRE · RMZ · custom

Housing market ETFs

Curated selection of US housing ETFs: ITB, XHB, NAIL, PSL, HOMZ. Leverage homebuilder momentum, construction & timber themes.

  • Leveraged and inverse available
  • Smart-beta factor strategies
  • Model portfolios with rebalancing
leveraged · inverse · thematic

Brokerage: buy · rent · sell

Full-service residential & commercial brokerage. Access off-market listings, tenant placement, 1031 exchange facilitation, and global referral network.

  • Off-market luxury properties
  • 1031 exchange specialists
  • Corporate relocation services
global referral network

Strategic investment advice

Dedicated advisors for portfolio allocation, real estate vs. securities, tax-efficient structures, and generational wealth planning.

  • Hourly · retainer · AUM-based
  • Family office coordination
  • Cross-border tax optimization
hourly · retainer · AUM

Landlord & property management

Complete oversight: tenant screening, maintenance, rent collection, legal compliance, financial reporting. Maximize NOI for individual and institutional landlords.

  • 24/7 maintenance hotline
  • Monthly P&L reporting
  • Lease negotiation & renewal
full-service · digital reporting

MBS & structured products

Agency and non-agency mortgage-backed securities, CMOs, re-REMICs, and interest-only strips. Access through separately managed accounts or syndicates.

  • GNMA, FNMA, FHLMC pools
  • Specified pools and TBAs
  • Convexity risk management
GNMA · FNMA · private label

Alternative real assets

Timberland, agricultural land, data centers, self-storage, and real estate debt funds. Non-correlated return streams with inflation protection.

  • Institutional-quality farmland
  • Cell tower & digital infrastructure
  • Preferred equity & mezzanine debt
non-correlated · inflation hedge

Private lending & bridge financing

Short-term capital for acquisitions, construction, or recapitalizations. Custom terms with real estate collateral. Fast execution.

  • 6–24 month terms
  • Up to 75% LTV
  • Mezzanine and preferred equity
hard money · mezzanine

US real estate factor ETFs

Smart-beta ETFs focusing on housing (HOMZ, REZ, HAIL, ROOF). Direct thematic plays on demographics, migration, and housing innovation.

  • Multi-factor selection
  • Low-cost tax-efficient
  • Monthly dividend strategies
thematic · factor · ESG

Real estate derivatives & swaps

Over-the-counter total return swaps on real estate indices, custom baskets, and volatility products for sophisticated investors.

  • NCREIF property index swaps
  • REIT dividend futures
  • Tailored counterparty risk
institutional · OTC

FEATURED PROPERTIES

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Quality homes in the $400,000 - $1,500,000 range. Click any property for full details.

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REAL ESTATE MARKET INTELLIGENCE

LIVE RSS
The Guardian · June 18, 2026
Property sales in Dubai have fallen “off a cliff”, a leading market watcher has said, after war in the Middle East forced a dramatic slowdown in one of the world’s most expensive real estate markets. Sales in the city dropped 19% in May compared with the previous month, accelerating from a 4% drop in April, the researcher ValuStrat found.
Read full story →
American Banker · June 18, 2026
Guidance documents from the Consumer Financial Protection Bureau and Treasury's Financial Crimes Enforcement Network heightening bank scrutiny of individual tax identification numbers in mortgage applications could discourage banks from issuing those kinds of loans
Read full story →
Trepp · June 12, 2026
Detroit’s office market exhibits weaker property utilization metrics than the national commercial mortgage-backed securities (CMBS) office universe, yet materially lower observed credit stress. This divergence reflects structural factors, most notably Detroit’s relatively small, securitized footprint, rather than superior operating performance. As private capital from hometown champions such as Dan Gilbert continues to fund downtown redevelopment largely outside CMBS channels, Detroit’s securitized office exposure starts from a less impaired base than the national CMBS office market.
Read full story →
Trepp · June 18, 2026
The Federal Reserve held the federal funds rate steady at 3.50% to 3.75% at its June 2026 meeting, Kevin Warsh's first as chair. The decision itself was widely expected. The more important developments came through the statement, the Summary of Economic Projections (SEP) , and Warsh's first press conference. Together they offered the clearest signals yet of how he intends to run the institution.
Read full story →
Investing.com · March 30, 2026
There was a time when the biggest worry in markets was commercial real estate (CRE), especially for companies that own offices and workplaces where most staff now work from home. You likely won’t find CRE concerns leading the financial headlines anymore, but that’s not necessarily because conditions have improved (there’s a lot going on!). Real Estate Investment Trusts (REITs) have still been dragged down with the rest of the market over the last month, and commercial assets continue to concern investors.
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Redfin · June 15, 2026
The spring homebuying season is nearly over, but the housing market is still thawing from its winter freeze. After a very slow 2025, the same sluggish trends are persisting well into 2026: few home sales, limited listings, and near-record monthly costs. The recent bump in activity has also slowed.
Read full story →
Bloomberg · June 15, 2026
Remote luxury golf courses are reverting to an older aesthetic — with sand and solitude as central selling points
Read full story →

Our Leadership & Brokerage Team

A dedicated group of professionals working together to help clients with their real estate needs.

James Whitmore
James Whitmore
Founder & CEO
Background in real estate finance. Founded Allegiance in 2010 to provide honest guidance to property investors.
Isabella Moretti
Isabella Moretti
Co-Founder & CIO
Background in financial analysis and REIT research. Works with the team on investment strategies.
Marcus Chen
Marcus Chen
Co-Founder & President
Fluent in international real estate. Helps the team and clients navigate through cross-border property investments.
Terry Brady
Terry Brady
Latin America Specialist
Over 10 years in the international markets. Knowledgeable about property markets and investment opportunities in Mexico, Costa Rica, Belize, and throughout South America.
Julian Wolfe
Julian Wolfe
Research Lead & Market Strategist
Provides high value market insights and analysis to help the team stay informed about industry trends. Monitors the global real estate markets and shares observations with the team and clients.
Jonathan Arnold
Jonathan Arnold
Waterfront Properties & Luxury Resorts
Works with waterfront properties, luxury resorts, and marina developments. Enjoys boating and knows the local waterways.
James O'Leary
James O'Leary
Golf & Resort Communities
Enjoys golf and helps clients find properties in resort communities. Familiar with PGA West and similar developments.
Priya Sharma
Priya Sharma
International Broker
Assists with cross-border transactions. Fluent in Hindi and Arabic, helping serve diverse clients.
David Okafor
David Okafor
Commercial Real Estate Broker
Guiding the buying, selling, or leasing of commercial properties. He helps our clients and investors understand the industrial and retail markets and pinpoint investment opportunities.
Christopher Sterling
Christopher Sterling
Real Estate Account Manager
Coordinates portfolios with our marketing, legal, and financial teams to ensure our clients' needs are met efficiently. Manages our client relations, 1031 exchanges, lease renewals, and ensuring compliance with existing contracts.

Send us a message

Our team typically responds within 8 hours. We're here to answer questions about our services.

opendoors@allegianceinvestments.com
+1 (786) 864 8744
80 SW 9th St #214, Miami, FL 33130

Confidentiality

We take your privacy seriously. NDA available upon request.

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Landlord management & investment advisory — $243.7M AUM. Schedule a confidential consultation.