The new initiative expands Keebeck’s private investment capabilities, bringing targeted real estate access to entrepreneurial families and clients.
CHICAGO, July 8, 2025 /PRNewswire/ — Keebeck Wealth Management, an independent advisory firm serving entrepreneurs and multi-generational families, today announced the formation of Keebeck Real Estate, a new investment capability focused on private real estate opportunities. The initiative will be led by Chris Robertson, formerly of Koch Asset Management, and Jackson Currier, of Koch Real Estate Investments, combining their experience in real estate investing and fund structuring.
“Keebeck Real Estate will unlock direct access to compelling, off-the-run investment opportunities in commercial real estate,” said Bruce K. Lee, founder and CEO of Keebeck Wealth Management. “Chris and Jackson bring deep market insight, longstanding relationships, and an institutional-grade investment philosophy aligned with Keebeck’s mission to deliver access with edge. Their entrepreneurial approach, disciplined risk assessment, and integrity-driven track record are exactly what our clients deserve.”
Robertson and Currier previously worked at Koch Asset Management and Koch Real Estate Investments, respectively, bringing complementary skillsets and a shared vision to Keebeck. Keebeck Real Estate’s strategy prioritizes flexibility, collaboration, and targeted investments in smaller, niche real estate markets often overlooked by large institutional CRE platforms. This approach will offer higher potential returns with less competition, driven by Robertson’s extensive relationships cultivated over his 35-year career in commercial real estate.
“Joining Keebeck is an exciting opportunity to deliver compelling, direct real estate investments that diversify client portfolios and reduce volatility,” said Chris Robertson. “Our advantage lies in our risk assessment, deep industry relationships, and a focus on smaller, opportunistic deals with attractive upside, sourced beyond widely marketed opportunities. Equally important is the potential to attract new investors who see Keebeck Real Estate as a gateway to long-term partnerships with the firm.”
Currier added, “Keebeck was a no-brainer for me. The culture here of putting the client first and building long-term trust mirrors what I believe real estate should be. I’m thrilled to be working alongside Chris again to help build this capability from the ground up.”
Keebeck Real Estate emphasizes investment selectivity and a contrarian mindset, focusing on undercapitalized sectors, special situations, and direct deals with proven operators. The initiative expands Keebeck’s private investment suite and supports the firm’s broader vision of delivering innovative, high-touch solutions across asset classes.
For more information, please visit www.keebeck.com.
About Keebeck Wealth Management
Keebeck Wealth Management is an independent advisory firm committed to serving aspiring entrepreneurs, pivoting business owners, and multi-generational families. With a focus on strategic partnership and wealth management, Keebeck aims to empower its clients to achieve their financial aspirations. With a focus on delivering customizable strategies to meet complex financial needs, Keebeck offers institutional-quality research, due diligence, consulting, and investment solutions. By arming itself with sophisticated intellectual capital, Keebeck positions itself as an industry disruptor that is leveraging flexibility and a disciplined process to provide access with an edge, balancing fiduciary duty with strategic innovation for optimal client outcomes.
About Keebeck Real Estate
Keebeck Real Estate is the private real estate investment initiative of Keebeck Wealth Management, providing entrepreneurial families and long-term investors with access to differentiated commercial real estate opportunities. Focused on transactions in niche markets often bypassed by traditional CRE platforms, the team, led by seasoned professionals Chris Robertson and Jackson Currier, applies decades of experience and disciplined risk assessment to identify compelling investments with strong return potential. Combining Keebeck’s culture with deep real estate expertise, Keebeck Real Estate offers a collaborative, selective approach to portfolio diversification and long-term partnerships.
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SOURCE Keebeck Wealth Management