WE BELIEVE

• Family offices and other UHNW investors are underserved by the private wealth community when it comes to real estate and thus are under allocated to this important asset class

• Co-investing in direct investment opportunities alongside some of the top investors and developers in commercial real estate can add significant alpha to portfolios only containing private funds and REITS

• Family offices have considerable wealth to manage, but frequently lack the internal resources to successfully implement and manage a real estate direct investment strategy on their own

• Family offices can benefit from relationships with top tier 3rd party service providers that thoroughly understand the family office community and have built businesses dedicated to serving them in the highest quality manner

•  After ~40 years of disinflation, inflation may be cycling back into the economy in more than just a “transitory” way

• Real estate is one of the best assets to own during inflationary periods; it not only benefits from the dollar losing purchasing power but also likely provides a favorable yield and total return compared to most bonds

• Traditional 60/40 equities and fixed income portfolios performed extremely well during the past 40 year disinflationary period that led to the greatest bull market in history for US stocks and bonds; but this is unlikely to continue given the recent all-time low in interest rates, record US government debt, unfavorable demographic trends and decreasing globalization

• Real estate is relatively easy to understand and has less variables affecting its value compared to investments made into operating companies

• Technology driven platforms are the most effective way to communicate ideas to a broad group and better connect buyers/sellers, investors/sponsors, and borrowers/lenders​

• Family offices are extremely fragmented around the country (and around the world) and are increasingly interested in greater connectivity in order to share best practices and co-invest with one another

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If any of these ideas resonate with your family office, or you as an UHNW investor, please contact us to learn more about how we source and vet attractive direct investment opportunities in commercial real estate for the members on our platform.

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