Three people reviewing property documents at a kitchen counter during a walkthrough. Private real estate diligence at NWX Invest.

FOR PARTNERS

Build a clearer path into private markets.

FOR PARTNERS

Bring the right clients to the right conversation

For advisers, family offices, investment banks and strategic partners evaluating private real estate, private credit or structured opportunities. See how NWX works with you, how diligence runs and what your client signs.

NWX team and partners reviewing a real assetNWX team discussing a project with partners

THE PARTNERSHIP

One relationship. Clear roles. Better decisions.

NWX Management LLC is the sponsor and general partner of NWX Invest LP. Each underlying vehicle is its own registered offering under Rule 506(c), with its own Form D, manager and documents. Some are managed by NWX affiliates and others by unaffiliated managers. We explain the available route, the applicable fees and the relevant documents before your client signs. NWX is not a marketplace and does not act as a placement agent for third-party sponsors.

NWX investment research and operations desk

THE PROCESS

How the process runs

The sequence is deliberately unremarkable, and each step exists to be verifiable:

01

You tell us what your client is trying to solve , income, duration, diversification, tax posture , and we tell you whether anything we have fits it. Sometimes the honest answer is no.

02

We share educational material and, once eligibility is established, the offering documents for a specific vehicle.

03

Your client's accredited status is verified, because Rule 506(c) does not permit self-certification.

04

Your client reads the documents, asks questions, and subscribes , or does not.

05

After closing, reporting and communication continue for the life of the investment.

THE RELATIONSHIP

More than returns.
A relationship built to last.

We believe the relationship around capital matters as much as the opportunity itself. Clear communication, thoughtful hospitality and context that helps clients stay engaged for the long term.

Alvaro Wilson with guests during an NWX GRID HOUSE experience in Miami

01

Accreditation, and how it is verified

Rule 506(c) requires the issuer to take reasonable steps to verify that every purchaser is accredited, which means documentary evidence rather than a signed box. That obligation is ours, and it is ours to stand behind. What it takes in a particular case depends on the client and the amount, so rather than set out a procedure here we will work through it with you directly , which is how this relationship runs anyway. You will know what is outstanding at every point; you will not be left to guess, and neither will your client.

02

What your client signs

A private placement memorandum, a limited partnership agreement and a subscription agreement, plus whatever tax and identity forms the vehicle requires. Those documents govern. Nothing on this website, in a deck, or in a conversation with us modifies them, and where a summary differs from the documents the documents win. We would rather you read the risk factors and the fee section closely and decide against us than skim them and be surprised later.

03

You keep the client relationship

Your client stays your client. We do not use an introduction as an opening to market unrelated products to the people you bring us, and we do not go around you on questions that belong to you. Where your client authorises it, we will copy you on reporting and correspondence so that you are not learning about your own client's position secondhand. Where they do not, we respect that instead.

04

How we are paid, and how you are not

Fees, carried interest and expenses are set out in each vehicle's documents rather than summarised here, because a summary of a fee schedule is how misunderstandings start. NWX does not pay referral or placement compensation to advisers for introducing clients. If that ever changes for a particular arrangement, the arrangement and the conflict of interest it creates would be disclosed in writing to you and to your client before anything was signed , that is what the rules require, and it is also the only version of it we would be willing to operate.

05

Client benefits, and their limits

Any client-benefit programme is described only in that programme's own written terms. Nothing on this page is an offer of one, none is consideration for making an investment, and none alters the terms, fees or risks of any investment your client makes. If a programme applies to a relationship you are advising on, ask us for its terms and read those instead of a summary.

06

The risks, stated plainly

These are illiquid, speculative investments in which a client can lose everything. There is no public market, transfers are restricted, and there is no redemption right , your client should be prepared to hold for the full life of the vehicle. Real estate and credit strategies carry construction, leasing, borrower, concentration, leverage, interest-rate and valuation risk, and private assets are valued by estimate rather than by a market price. The Important Notice sets all of this out in full, and it is the page to read before the marketing ones.

07

Starting a conversation

Write to info@nwxinvest.com with what you are working on, or request access below and say that you are an adviser. There is no obligation, no allocation is reserved by making contact, and nothing binds either side until a subscription agreement is signed and accepted.

TALK TO AN ADVISER

Start the right conversation.

Coffee with the CEO