Until Unison was founded, the only way to access home equity was by taking on debt! As a market leader, we help consumers access the accumulated value of their homes while enabling institutional investors to access U.S. residential home price appreciation (HPA), generating strong returns.
Unison Investment Management (UnisonIM) powers efficient capital deployment and active management at scale. Our investment philosophy is ingrained in the models, systems, and processes we build to make investments.
We are committed to providing institutional investors unrivaled transparency and innovative product offerings for this new asset class.
We created a smart, new asset that aims to align the needs of consumers and value for institutional investors. Operational in markets representing more than 82% of U.S. real estate by value, we currently partner with homeowners through equity sharing agreements across 30 states and territories including Washington DC and 242 metro areas.
The underlying value of our real estate assets Invested in 10,000+ total owner-occupied residential properties Manages over $1.6B of assets Our portfolio has a proven 10-year track record with net annualized return of 20.7% Unison’s portfolio has a track record Achieving a 20.7% annualized net return since 2012*The date range for the Unison return data depicted on this slide is for Unison’s overall portfolio beginning December 31, 2012 to December 31, 2022. Note Unison Financial Statements are unaudited and currently under review. Net annual returns are defined as the value weighted total return of the home co-investments managed or serviced by Unison, net of all fees. The return of a period is computed by the following formula (End of Period Asset Value + Cash Realizations - Beginning of Period Asset Value - Fees)/(Beginning of Period Asset Value + Cost Basis of New Investments). Asset values are reported using the Discounted Cash Flow (DCF) valuation methodology with the valuation parameter assumptions as of December 31, 2022.
