Family Offices and the Underperformance of Legacy CRE Holdings
For Family Offices managing diversified portfolios, commercial real estate has traditionally served as both a reliable income generator and a wealth preservation tool. The sector’s reputation for stability made it an attractive complement to equities, fixed income, and alternative investments. Yet in today’s market, many long-held assumptions are being tested. Legacy holdings, particularly in office […]
Misalignment Between Family Risk Appetite and Real Estate Exposure
Family offices are uniquely positioned at the intersection of wealth preservation and opportunity seeking. Unlike institutional investors, families are not bound by rigid mandates or outside capital demands. This flexibility can be a strength, but it can also create friction, particularly when it comes to real estate allocations. As market dynamics shift, a misalignment often […]
Family Offices Navigating Operational and Property Management Strain
Family Offices with significant real estate holdings are no strangers to complexity. In the past few years, however, the daily operational challenges have shifted from being predictable and manageable to increasingly volatile. The pressure is not only coming from market cycles or capital markets shifts. It is coming from the very heart of property operations, […]
Understanding the Current Deal Flow Dilemma for Family Offices
Family offices are in a unique position. With patient capital, long-term goals, and the flexibility to think generationally, they have a natural edge over more reactive players in the market. Yet, even with all that going for them, many are currently facing an unexpected and frustrating reality: meaningful real estate deal flow has slowed to […]
A Reality Check for Family Offices
Over the last two years, the ground beneath real estate finance has shifted. For family offices with significant holdings or investments in commercial real estate, the cost of capital is no longer a line item easily forecasted or controlled. It has become a dynamic variable – one that demands fresh perspective, proactive repositioning, and a […]
Valuation Uncertainty For Family Offices in a Shifting Market
In today’s market, determining the value of real estate assets has become one of the most difficult challenges family offices face. Across the country, cap rates are behaving inconsistently, appraisals aren’t keeping up with market realities, and liquidity in high-end assets has dried up in places where it once seemed infinite. For family offices with […]
Peer and Co-Investor Insights: The Quiet Influence Behind Family Office Investment Decisions
In the private investment landscape, capital is abundant, but trusted information is not. For family offices, whose mandate is to grow and preserve wealth with precision and caution, the role of peer and co-investor insights has become increasingly central. While due diligence, financial modeling, and strategic fit remain the bedrock of decision-making, the quiet influence […]
Family Offices: Rethinking Due Diligence
The due diligence process is where the real work begins. For family offices, this phase is not a formality, it is the line between preservation and unnecessary exposure. As investment opportunities continue to evolve, and structures become more complex, thorough due diligence has taken on new weight. It’s no longer just about validating the numbers. […]
Liquidity Considerations: A Strategic Balance for Family Offices
Family offices are inherently long-term in their outlook. The intergenerational stewardship of capital often leads to investment decisions that stretch beyond immediate returns and focus instead on legacy, preservation, and long-term growth. As a result, many family offices are willing to tolerate a certain degree of illiquidity in pursuit of superior returns and differentiated opportunities. […]
Integrating ESG and Impact into Family Office Investment Strategy
In the evolving landscape of private capital, the lens through which many family offices evaluate investment opportunities is changing. It’s no longer just about risk-adjusted returns, tax efficiency, or capital preservation. Increasingly, family offices, especially those led or influenced by younger generations—are prioritizing investments that also align with broader values and long-term societal impact. Environmental, […]