Grandbay Financial Services
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Real Estate · REITs & Investment Funds

Insurance for Real Estate Investment Trusts & Funds

Real estate investment trusts and private real estate funds face a distinct set of insurance needs — combining the property and liability exposures of their underlying assets with the management liability and regulatory risks of operating as investment vehicles. Grandbay structures programs for public and private REITs, real estate private equity funds, and investment management companies that address both the asset-level and entity-level exposures.

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Who We Serve
Public REITsPrivate REITsReal Estate Private Equity FundsReal Estate Investment ManagersReal Estate SyndicatorsOpportunity Zone FundsReal Estate Family Offices
Specialized Coverage

Purpose-Built Programs for REITs & Investment Funds

Real estate investment trusts and private real estate funds face a distinct set of insurance needs — combining the property and liability exposures of their underlying assets with the management liability and regulatory risks of operating as investment vehicles. Grandbay structures programs for public and private REITs, real estate private equity funds, and investment management companies that address both the asset-level and entity-level exposures.

Why Grandbay
REIT & fund D&O specialists
Portfolio property program structuring
SEC regulatory defense coverage
Cyber liability for investment platforms
Crime & fidelity coverage
Blanket property programs
A-rated management liability carriers
Coverage Programs

What We Cover

Directors & Officers

Coverage for REIT and fund directors, officers, and investment managers against investor claims, SEC actions, and management liability.

Errors & Omissions

Professional liability coverage for investment management decisions, fund administration errors, and advisory services.

Portfolio Property Program

Blanket property coverage for the REIT's or fund's real estate portfolio, with scheduled and blanket limit options.

General Liability

Premises liability coverage for the underlying real estate assets in the portfolio.

Cyber Liability

Coverage for data breaches and cyber incidents affecting investor data, financial systems, and property management platforms.

Crime & Fidelity

Coverage for employee dishonesty, fund fraud, and theft of investor assets.

Risk Advisory

Key Exposures We Address

REITs & Investment Funds operations carry distinct risks that require specialized coverage strategies. Our team identifies and mitigates the exposures most likely to impact your business.

01
Investor & Shareholder Claims
REIT and fund investors can bring claims against management for investment losses, misrepresentation, and breach of fiduciary duty.
02
SEC & Regulatory Actions
Public REITs face significant SEC disclosure and compliance requirements, with significant penalties for violations.
03
Portfolio Property Losses
Catastrophic property losses across a diversified portfolio can result in significant financial impact on the fund.
04
Management Liability
Investment management decisions that result in fund underperformance can trigger investor claims against the management team.
05
Cyber & Data Security
Real estate investment platforms handle sensitive investor financial data that creates significant cyber liability exposure.
06
Fund Fraud & Dishonesty
Real estate investment fraud and employee dishonesty can result in significant losses to investors and the fund.
Get Protected

Ready to Protect Your REITs & Investment Funds Operation?

Our specialists are ready to design a program tailored specifically to your operations, exposures, and growth objectives.

Get a REIT Insurance Quote 1 (888) 676.4902