What Family Offices Want from CRE Investments

March 14, 2022 – Podcast

Belinda Schwartz, partner and chair of Herrick's Real Estate Department, speaks with David Bodamer on WMRE's "Common Area" podcast to discuss how high-net-worth individuals and family offices approach investing in the commercial real estate sector. High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. Real estate investments are a way of diversifying their portfolios and, unlike for other investors, it is sometimes this long-term thinking that plays a role in estate planning and generational wealth strategies. 

In this podcast Belinda discusses the impact of generational wealth planning when HNWIs and family offices invest in commercial real estate as well as what property types and markets these investors are interested in. She discusses what form HNWI and family office investments take in terms of looking at funds and private placements versus directly acquiring real estate. The conversation turns to how HNWIs and family offices have started experimenting with debt strategies and how the tumult of the last two years has factored into their investment decisions

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