From Diligence to Allocation—A Fiduciary Framework
Sentinel’s platform was engineered for registered investment advisors and family offices seeking private-market real estate exposure that fits within institutional compliance and operational workflows.
1 Built for Advisors, Not Intermediaries
- Direct investment manager—not a brokered marketplace.
- Internal underwriting and asset management.
- Leadership co-investment for alignment.
- Custodial compatibility with major platforms, including Charles Schwab.
- Quarterly reporting and annual third-party audits
2 Efficient Due Diligence
Advisors receive comprehensive data-room access upon NDA:
- Offering memorandum and fund docs.
- Property-level underwriting summaries.
- Tenant credit and rent-coverage data.
- Historical performance and return attribution.
- Legal structure and reporting cadence.
3 Custody and Compliance Integration
| Process Step | Integration Detail |
| Custody | Available on Charles Schwab. |
| Subscription | Electronic subscription via the Agora Investor Portal. |
| Accreditation & KYC | Verified through portal per Reg D standards. |
| Reporting | Quarterly statements and annual tax documents via portal and custodians. |
Result: Advisors maintain oversight while clients experience a streamlined process.
4 Portfolio Role
| Objective | Sentinel Use Case |
| Income Stability | Core income anchor backed by long-term leases. |
| Inflation Protection | Rent escalations and tenant expense responsibility. |
| Diversification | Low correlation to public markets. |
| Capital Preservation | Acquisition below replacement cost with an equity cushion from Day 1. |
Typical allocations to the net lease strategy range from 5–10% of client portfolios, as part of a broader alternatives and real estate sleeve. Actual commitments to a single manager or fund may be smaller, depending on the advisor’s portfolio construction, diversification, and client-specific objectives.
5 Allocation and Oversight Process
- ️Intro Call — Advisor meets Investor Relations to review structure and current portfolio
- Due Diligence — Access data room; complete DDQ or committee review.
- Approval — Firm committee adds Sentinel to approved manager list.
- Subscription — Client executes via Agora; Sentinel verifies accreditation.
- Ongoing Oversight — Quarterly updates, annual audit, investor calls, and market webinars.
6 Reporting and Communication Process
- Quarterly fund reports with performance metrics.
- Annual audits by an independent CPA firm.
- Market webinars (e.g., 2026 Outlook + Fund Update).
- Direct contact with Laura Nguyen, VP Investor Relations for all inquiries.
7 Why Advisors Select Sentinel Net Lease
- Institutional governance and reporting standards.
- Direct custodial access and transparent operations.
- Stabilized office, retail, and industrial assets.
- 97% of investments meeting or exceeding return projections.
Over $42 million committed to Sentinel Opportunity Fund I.
Sentinel makes private real estate allocable—bridging institutional discipline and advisor execution.
Disclaimer
Sentinel Net Lease, LLC (“Sentinel”) offers investments solely to accredited investors under Regulation D of the Securities Act of 1933. This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. All investments involve risk, including loss of principal. Liquidity is limited and subject to the fund’s governing documents. Prospective investors should review the offering documents carefully before investing. Past performance is not indicative of future results.
