Strategic partnership IDR has recently partnered with Cohen & Steers to launch a blended strategy across listed real estate securities and core private real estate, presenting a joint-solution sales opportunity to institutional clients seeking integrated real assets exposure.

AUM growth track With over 4 billion in assets under management and a private equity real estate focus, IDR represents a scalable platform for expanding client allocations, especially to institutions seeking private market exposure with an established track record.

Private real estate focus IDR’s leadership in developing the first and only index fund for private equity real estate indicates a differentiated product set that can be cross-sold to competitors’ clients seeking innovative benchmarks and diversified access.

Tech-enabled operations Utilizing a modern tech stack including WordPress, Google Cloud, HubSpot and Microsoft 365, IDR demonstrates digital proficiency and scalable client management capabilities that can be leveraged in joint marketing, CRM integration, and data-driven client servicing.

Middle-market footprint With 11-50 employees and a revenue range of 10-25 million, IDR sits in a mid-sized niche that aligns with mid-to-large institutional mandates, suggesting targeted outreach to mid-market asset owners and allocator teams seeking specialized real estate investment management.