Real Estate: "Investment opportunities from the perspective of the Family Group"
Thu, Dec 02
|Virtual Meeting
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Time & Location
Dec 02, 2021, 9:00 AM – 10:00 AM CST
Virtual Meeting
Guests
About the event
Introduction:
On this occasion our panel of experts will discuss the importance of investing in the real estate sector as part of your investment strategy and asset diversification in search of asset preservation and growth.
According to a recent Goldman Sachs report, Family offices like to invest in real estate since according to some statistics, they tend to be more aggressive in seeking superior returns, but they are also more long-term oriented.
Its main mission is capital revaluation to be able to transfer wealth to the next generation, according to 80% of those surveyed. For 50% of them, the second priority is capital preservation. However, their multi-generational time horizon is what sets them apart from other investors.
Regarding the allocation made by family offices, Goldman Sachs shows that they tend to have greater exposure to alternative investments; In fact, on average, 45% of their portfolio allocation is a mix of private equity (24%),real estate (11%), private credits (4%) and hedge funds (6%).
Topics to discuss:
- Why should the family office invest in the real estate sector?
- In which sector do you recommend investing and why? (Residential, mixed uses, shopping centers, industrial and logistics or Hospitality)
- What percentage of the family portfolio should be invested in real estate?
- What is more recommended: Direct investment or through an investment fund (REIT)?
- How to mitigate risks when investing in real estate
- What business model is most recommended? Sale or Rent
- What are the expectations regarding investment returns compared to other types of assets?