Rick Imperiale
Founder at Uniplan Institutional Advisors LLC
Profile
Mr. Richard P.
Imperiale is an Independent Trustee at Ellington Income Opportunities Fund, a Chairman & Chief Investment Officer at Uniplan Investment Counsel, Inc. and a Founder, Chairman & Chief Investment Officer at Uniplan Institutional Advisors LLC.
He is on the Board of Directors at Ellington Income Opportunities Fund.
He founded Uniplan in 1984 and has been the lead portfolio manager for the Uniplan REIT Strategy since its launch in 1988.
He started investing in REITs in 1984 and with more than 35 years in financial services, he is one of the most experienced investors in alternative asset strategies.
Mr. Imperiale got his start in financial services as a Credit Analyst at First Wisconsin Bank in 1980.
The credit scoring models he built for evaluating companies still serve as the basis for some of the quantitative models Uniplan uses today.
In 1982, he moved to Ziegler, an investment bank, where he served as a Corporate Analyst.
He was asked to join a new project at the investment bank involving the creation and management of a hedged municipal bond fund.
While he was managing the fund, he developed his formative ideas for measuring relative values of securities based on spreads.
He received his undergraduate degree from Marquette University College of Business Administration.
Rick Imperiale active positions
| Companies | Position | Start |
|---|---|---|
Uniplan Institutional Advisors LLC
 Uniplan Institutional Advisors LLC Investment ManagersFinance Uniplan Institutional Advisors LLC (UIA) is a SEC-registered investment advisor headquartered in Union Grove, Wisconsin. The firm was founded by Richard "Rick” Imperiale in 1984 and formerly known as Forward Uniplan Advisors, Inc. and as Uniplan Real Estate Advisors, Inc. They are a wholly owned subsidiary of Uniplan Investment Counsel, Inc. UIA provides sophisticated, specialized single-portfolio investment advisory management designed primarily for institutional investor clients and high-net-worth individuals. | Founder | 1983-12-31 |
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Founder | 2009-12-31 |
Ellington Income Opportunities Fund
 Ellington Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Ellington Income Opportunities Fund operates as non-diversified, closed-end management company. The Fund’s investment objective is to seek total return, including capital gains and current income. The company was founded on November 13, 2018 and is headquartered in Minneapolis, MN. | Director/Board Member | 2017-12-31 |
Former positions of Rick Imperiale
| Companies | Position | End |
|---|---|---|
| RETAIL PROPERTIES OF AMERICA, INC. | Director/Board Member | 2021-10-21 |
| REVEN HOUSING REIT, INC. | Director/Board Member | - |
| Uniplan, Inc. | Founder | - |
Ellington Housing, Inc.
 Ellington Housing, Inc. Real Estate DevelopmentFinance Ellington Housing, Inc. acquires, owns, leases and manages single-family and multi-family residential real estate assets in U. S. It is managed by its manager, Ellington REIT Management LLC, which is an affiliate to Ellington Management Group LLC that is an investment management firm. The company was founded in September 2012 and is headquartered in Old Greenwich, CT. | Director/Board Member | - |
| First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Corporate Officer/Principal | - |
Training of Rick Imperiale
| Marquette University College of Business Administration | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Uniplan Institutional Advisors LLC
Uniplan Institutional Advisors LLC Investment ManagersFinance Uniplan Institutional Advisors LLC (UIA) is a SEC-registered investment advisor headquartered in Union Grove, Wisconsin. The firm was founded by Richard "Rick” Imperiale in 1984 and formerly known as Forward Uniplan Advisors, Inc. and as Uniplan Real Estate Advisors, Inc. They are a wholly owned subsidiary of Uniplan Investment Counsel, Inc. UIA provides sophisticated, specialized single-portfolio investment advisory management designed primarily for institutional investor clients and high-net-worth individuals. | Finance |
Inland Retail Real Estate Trust, Inc.
 Inland Retail Real Estate Trust, Inc. Real Estate Investment TrustsFinance Inland Retail Real Estate Trust, Inc. was a real estate investment trust. It focuses on acquiring and developing neighborhood and community shopping centers. The company was founded in 1998 and was located in Oak Brook, IL. | Finance |
Retail Properties of America, Inc.
 Retail Properties of America, Inc. Real Estate Investment TrustsFinance Retail Properties of America, Inc. operates as a real estate investment trust. The firm's retail operating portfolio includes: power centers; neighborhood and community centers; and lifestyle centers and multi-tenant retail-focused mixed-use properties, as well as single-user retail properties. The company was founded on March 5, 2003 and is headquartered in Oak Brook, IL. | Finance |
Uniplan Investment Counsel, Inc.
Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Finance |
B.C. Ziegler & Co.
 B.C. Ziegler & Co. Investment Banks/BrokersFinance B.C. Ziegler & Co. is a broker/dealer headquartered in Mequon, Wisconsin. The firm is a subsidiary of Ziegler Cos., Inc. The firm offers investment banking, investment advisory, retail brokerage, fixed-income institutional sales and trading and related financial services. These services are provided to institutions, businesses and individuals with a particular focus on the not-for-profit sectors of healthcare, senior living, churches and schools. They do not provide internal research. B.C. Ziegler & Co. is a member of FINRA and the SIPC. | Finance |
| First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Finance |
Ellington Housing, Inc.
Ellington Housing, Inc. Real Estate DevelopmentFinance Ellington Housing, Inc. acquires, owns, leases and manages single-family and multi-family residential real estate assets in U. S. It is managed by its manager, Ellington REIT Management LLC, which is an affiliate to Ellington Management Group LLC that is an investment management firm. The company was founded in September 2012 and is headquartered in Old Greenwich, CT. | Finance |
| Uniplan, Inc. | |
Pacific Oak Residential Trust, Inc.
 Pacific Oak Residential Trust, Inc. Real Estate Investment TrustsFinance Pacific Oak Residential Trust, Inc. engages in the acquisition, ownership and operation of portfolios of leased single family homes. The company was founded on April 26, 1995 and is headquartered in Jacksonville, FL. | Finance |
Ellington Income Opportunities Fund
Ellington Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Ellington Income Opportunities Fund operates as non-diversified, closed-end management company. The Fund’s investment objective is to seek total return, including capital gains and current income. The company was founded on November 13, 2018 and is headquartered in Minneapolis, MN. | Miscellaneous |
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