Expand Your Alternative Investment Platform with America’s Premier Industrial Workspace Network
The FixedFunds Program® – A turnkey alternative investment solution that allows independent wealth managers to offer clients institutional-quality 8% fixed returns through strategic participation in the Workspace Nation™ platform while maintaining the investment within their AUM and fee structure.
Your high-net-worth clients are asking for alternatives to traditional 60/40 portfolios. The FixedFunds Program® gives you access to Workspace Nation™—a professionally managed, coast-to-coast network of industrial properties serving America’s manufacturing renaissance—with full integration into your existing platform, allowing you to maintain advisory relationships and compensation while providing clients a compelling alternative investment story.
Seamless Integration: FixedFunds investments appear on your platform through our InvestNext®/ByAllAccounts® integration, maintaining full transparency and AUM calculations while your clients participate in building America’s essential industrial infrastructure.
Client Satisfaction / AUM Retention / Practice Differentiation
Independent wealth managers face increasing pressure to provide differentiated investment solutions while maintaining strong client relationships and practice economics. The FixedFunds Program® through Workspace Nation™ addresses all three challenges simultaneously.
✓ Enhanced Client Value Proposition: Offer clients access to 8%+ fixed returns through participation in Workspace Nation™, America’s premier industrial workspace platform, differentiating your practice with a tangible, meaningful alternative investment story that clients can understand and feel proud to support.
✓ Complete AUM Integration: Client investments remain visible and manageable within your existing platform through our ByAllAccounts® integration, ensuring no disruption to your client relationships or fee structure while providing exposure to professional industrial infrastructure.
✓ Practice Differentiation: Provide clients with exclusive access to Workspace Nation™ platform expansion – a professionally managed network of industrial properties serving American businesses – creating a unique value proposition that sets your practice apart from competitors limited to traditional investments.
Are clients requesting alternatives that support American business and infrastructure, but you’re limited by your platform’s traditional investment options?
Do you want to offer clients access to a professional, scaled industrial real estate platform without losing AUM or creating complex reporting challenges?
Would you like to differentiate your practice with access to Workspace Nation™—a coast-to-coast network of industrial properties—that integrates seamlessly with your existing technology while providing clients a compelling investment story?
The FixedFunds Program® is deployed on the InvestNext® platform with full integration to ByAllAccounts®, ensuring your clients’ strategic participation in Workspace Nation™ expansion appears seamlessly within your existing wealth management technology stack.
Complete Technology Integration:
- Platform: InvestNext® institutional investment platform hosting the FixedFunds Program® and Workspace Nation™ opportunities
- Reporting Integration: Direct data feed to ByAllAccounts® for portfolio reporting of client FixedFunds Program® allocations
- Your Platform Visibility: Client FixedFunds® investments appear in Advyzon, Orion, Envestnet, and other platforms that connect to ByAllAccounts®
- Minimum Investment: $50,000 per client (suitable for meaningful portfolio allocations)
- Target Return: 8.00% to 8.50% based on allocation amount
- Investment Term: Five years with renewal options
- Client Participation: Direct involvement in Workspace Nation™ platform expansion
The Workspace Nation™ Advisor Advantage:
Professional Platform Story: Your clients invest in the expansion of a professionally managed, coast-to-coast network of industrial properties serving American manufacturers and entrepreneurs—a tangible, understandable investment they can feel proud to support.
Institutional Infrastructure: Workspace Nation™ provides the professional scale and management infrastructure that gives clients confidence in their alternative investment allocation.
Compelling Client Narrative: Instead of complex financial instruments, your clients participate in building essential workspace infrastructure for America’s manufacturing renaissance through a unified, professionally managed platform.
Two Client Investment Structures:
Income Notes: Perfect for clients needing current income. 8% annual returns distributed monthly from Workspace Nation™ platform performance, appearing as income in their portfolio reporting.
Growth Notes: Ideal for wealth accumulation clients. 8.30% effective annual return through monthly compounding from platform expansion, with distributions at maturity.
Advisor-Friendly Fee Structure:
- Maintain Full Advisory Fees: Continue earning your standard advisory fee on client FixedFunds® program allocations
- No Additional Costs: No platform fees or additional technology costs for advisors
- Transparent Reporting: All FixedFunds® income data flows through to your reporting systems
The Workspace Nation™ network provides your clients with exposure to professional industrial infrastructure while delivering the portfolio benefits sophisticated clients are seeking:
Client Portfolio Benefits Through Workspace Nation™:
- Professional platform exposure: Clients participate in a unified, professionally managed network rather than individual property investments
- Recession-resistant infrastructure: Workspace Nation™ properties serve essential business needs that remain stable through economic cycles
- American business support: Client investments directly support small manufacturers, entrepreneurs, and service businesses driving America’s industrial resurgence
- Inflation protection: Real asset exposure through professional industrial infrastructure with built-in rent escalations
Advisor Practice Benefits:
- Client retention: Satisfied clients receiving steady 8% returns from meaningful infrastructure investments are less likely to move their business
- Referral generation: Unique access to the FixedFunds Program® and the Workspace Nation™ platform creates natural referral opportunities and client conversations
- Practice differentiation: Stand out with exclusive access to America’s premier industrial workspace platform unavailable through traditional investment platforms
Phoenix Industrial Redevelopment brings 34 years of experience to the challenge of building the Workspace Nation™ platform, giving you confidence when presenting this opportunity to your most important client relationships.
Track Record That Builds Client Confidence:
- 34 years of consistent investing performance through multiple market cycles
- $125+ million successfully invested and returned to private investors
- 1,200+ properties acquired and improved using proven value-add strategies now applied to Workspace Nation™
- Perfect payment history – zero missed interest or principal payments over entire operating history
- Workspace Nation™ network: Professionally managed locations nationwide demonstrating successful platform execution
Step 1 – Advisor Onboarding: Complete our advisor platform orientation covering the Workspace Nation™ investment strategy, technology integration, and client presentation materials.
Step 2 – Client Education: Use our comprehensive advisor toolkit to educate appropriate clients about the FixedFunds Program® and Workspace Nation™ platform participation and portfolio allocation strategy.
Step 3 – Investment Processing: Guide clients through the streamlined InvestNext enrollment process for FixedFunds® participation – we handle all operational complexity.
Step 4 – Ongoing Management: Monitor client FixedFunds Program® investments through your existing platform reporting with full transparency and control.
Step 5 – Client Success: Maintain strong client relationships as they receive steady 8% returns from meaningful infrastructure investments while you continue earning advisory fees.
Marketing and Client Education Materials:
- Professional FixedFunds Program® client presentation materials
- Due diligence documentation
- Ongoing Workspace Nation™ platform updates and performance reporting
- Client communication templates explaining platform participation and benefits
Technology and Operations Support:
- InvestNext® platform training specific to Workspace Nation™ opportunities
- ByAllAccounts® integration support and troubleshooting for platform investments
- Ongoing client service support for FixedFunds Program®-related questions
- Quarterly advisor calls with Phoenix Industrial Redevelopment, LLC management team updates
Download Your Free Investment Report
“Advisor Resource Guide: How Independent RIAs Can Offer Clients 8% Fixed Returns While Maintaining AUM and Fee Structure Through Integrated Reporting”