Sentinel Opportunity Fund I is now custody-enabled through Schwab Advisor Services’ alternative investment capabilities, providing RIAs and family offices a direct path to allocate client capital into institutional-quality real estate.
Our Investor Relations team is available to speak with you regarding the opportunity which allows you to integrate institutional-grade real estate exposure into your clients’ portfolios seamlessly.
Why This Matters
- Streamlined Access
Advisors and accredited investors who custody assets through Schwab can now allocate directly into Sentinel Opportunity Fund I. This integration reduces administrative friction, simplifies onboarding, and aligns with custodial systems advisors already use.
- Institutional Standards
Availability through one of the nation’s most trusted custodial platforms, investors can now access Sentinel’s continued commitment to disciplined underwriting, tenant credit quality, and full-cycle portfolio execution.
- Investor Alignment
Sentinel’s focus remains on building durable, cycle-resilient portfolios across office, retail, and industrial assets—prioritizing tenant credit strength and long-term alignment with investors.
For RIAs and Family Offices
Schwab custody creates a straightforward, transparent path for RIAs and family offices to evaluate and allocate client capital to Sentinel.
Through this expanded access, advisors can:
- Integrate institutional-quality real estate exposure into diversified portfolios
- Allocate seamlessly within existing Schwab infrastructure
- Rely on Sentinel’s proven execution and institutional discipline
Custody of Sentinel Opportunity Fund I does not constitute an endorsement by Charles Schwab & Co., Inc.
Access Institutional Materials
Qualified advisors may request access to the Sentinel Opportunity Fund I Investment Summary and available Investment and Operational Due Diligence (IDD and ODD) materials. Materials will be delivered electronically upon submission.
Year-End Allocation Packages (Through March 31)
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Package A
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Package B
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|---|---|---|
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Minimum Commitment
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Up to $2MM
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$2MM+
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Preferred Return
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8.5% vs. 8%
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8.5% vs. 8%
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Acquisition Fee
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1.25%
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1.25%
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Asset Management Fee
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1.25%
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1.25%
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Waterfall Structure
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Up to 15% IRR → 75% / 25%
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Up to 15% IRR → 80% / 20%
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15% – 20% IRR → 70% / 30%
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15% – 20% IRR → 75% / 25%
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20%+ IRR → 65% / 35%
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20%+ IRR → 70% / 30%
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Disposition Fee
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Standard 0.5%
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Waived
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Terms available to accredited investors only. Speak with Investor Relations for details.
Why Sentinel
Sentinel Net Lease is an institutional investment manager focused on disciplined real estate strategies that deliver consistency and alignment.
Each asset is stabilized, cash-flowing, and selected for tenant credit quality, below-replacement cost basis, and long-term lease durability.
Sentinel by the Numbers
- Over $42 million already committed into Sentinel Opportunity Fund I
- 96.5% of Sentinel investments have met or exceeded projected return profiles
- Multi-sector portfolio across office, retail, and industrial properties
- Fiduciary execution and full transparency throughout the investment lifecycle
Our Focus Remains the Same
We remain committed to delivering institutional-quality real estate opportunities through rigorous underwriting, long-term relationships, and disciplined portfolio management.
Advisor Resources
Upon scheduling a call, advisors receive:
- Sentinel Opportunity Fund I Investment Summary
- Corporate Overview
- Case studies and due diligence materials
Disclaimer:
Sentinel Opportunity Fund I is offered solely to accredited investors under Regulation D of the Securities Act of 1933 and is only available to accredited investors. This page 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 the potential loss of principal. Past performance is not indicative of future results.
Charles Schwab & Co., Inc. (“Schwab”) does not sponsor, endorse, sell, or promote Sentinel Net Lease, LLC or any of its investment offerings, and Schwab makes no representation regarding the advisability or suitability of investing in such products.