Overview
UIA is a California corporation that has been in business since October 2014. UIA is headquartered
in Larkspur, California. UIA’s principal owner is Dana Abigail Urban (Managing Director).
UIA serves as an investment adviser to high net worth individuals, partnerships, limited liability
companies, trusts, non-profit organizations, and pension plans (collectively, “Clients”) solely with
respect to their investments in real estate. UIA provides its services either through direct
agreements with its Clients or through sub-advisory agreements for services with other Registered
Investment Advisers.
UIA provides investment, advisory and sub-advisory services only with respect to investments in real
estate or in entities formed to invest in, acquire, develop, manage, operate, lease and/or sell real estate.
UIA provides the following investment, advisory and sub-advisory services:
• UIA advises its Clients on investing in real estate both directly and through limited
partnerships, limited liability companies, private REITs and other investment vehicles formed
to invest in real estate. As part of its services, UIA typically assists its Clients in developing a
long-term strategic plan for investing in real estate, including establishing investment criteria
and target returns for investments in real estate.
• UIA identifies for its Clients potential investment opportunities in real estate, analyzes the
investment opportunities, performs due diligence on the investment opportunities,
and
recommends investment opportunities to its Clients consistent with their investment objectives.
• UIA may also analyze real estate investment opportunities sourced by or selected by its Clients,
performing due diligence, preparing written investment analyses, and providing certain
management services post-closing.
To tailor its services to the specific needs of each Client:
• UIA assists each Client in developing a customized long-term strategic plan for investing in
real estate based on that Client’s specific financial and investment objectives. The Firm’s
Clients may impose certain restrictions on the Firm with respect to the types of investments
that the Firm recommends to them.
• Not less than annually, UIA meets with each Client and/or the Client’s financial advisor to
update the Client’s long-term strategic plan for investing in real estate. UIA incorporates into
the Client’s strategic plan any changes in the Client’s financial condition or investment
objectives.
• Clients are advised to promptly notify UIA if there are any changes in their financial situation
or investment objectives or if they wish to impose any restrictions on UIA in the performance
of its services.
• UIA makes itself reasonably available to Clients for questions or consultation.
UIA does not participate in wrap fee programs.
As of December 31, 2023, UIA had $2,453,514,026 in assets under management, all of which are
non-discretionary assets.