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Single Family Office Professional DJ Van Keuren talks with industry experts on Real Estate topics that are specifically designed for Family Offices
Family Office Real Estate Podcast
Family Office Real Estate Podcast
Transcrito
18 SEP. 2024 · DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade, like a growing interest among these investors in stable, income-producing assets that provide yield. He notes many family offices and high net worth individuals have moved away from treating real estate purely as an equity play and are looking more at cash flowing assets and debt investments. Egan also shares his view that these investors have expanded beyond gateway markets in search of yield and are finding opportunities in secondary and tertiary markets where competition is less and they can get higher returns. The discussion provides valuable insights into how the strategies and philosophies of family offices and high net worth individuals have evolved when it comes to real estate and explores new areas they are exploring for diversification and stable income generation.
#familyofficestrategies #realestatecycles #secondarymarkets #tertiarymarkets #yieldinvesting #netlease #singletenant #debtinvesting #portfoliostrategies #assetallocation
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3 SEP. 2024 · Ed from Red Swan discusses how the company is pioneering the tokenization of commercial real estate through security token offerings. By issuing digital assets on the blockchain that represent fractional ownership in properties, Red Swan is opening up investment opportunities previously unavailable to most accredited investors. Tokenizing real estate provides sponsors with a way to raise capital more efficiently while maintaining ownership, and gives investors the ability to build diversified portfolios with reduced minimum investments.
Red Swan provides transparency into property performance and valuation methods through quarterly financial statements on the tokens. This helps investors understand how to price their tokens when seeking liquidity. By addressing common concerns around valuation and exit options, Red Swan aims to make investing in digital real estate assets as seamless as traditional markets. Their platform represents an innovative approach that could reshape how family offices and high-net-worth individuals access and manage real estate holdings.
#RealEstateTokenization #SecurityTokens #STO #BlockchainInvesting #CrowdfundingRealEstate #DigitalAssets #FamilyOfficeInvestments #AccreditedInvestor #CommercialRealEstate #RealEstateCrowdfunding #BlockchainForRealEstate #RedSwan #PropertyInvestments #AlternativeInvestments
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21 AGO. 2024 · DJ Van Keuren sits down with Garb Mechigian of CTC MyCFO for an in-depth discussion on real estate investing through family offices. With over 22 years of experience working directly with high net worth families, Garb provides valuable perspective on common challenges and best practices. He explains the differences between single and multi-family offices and how that impacts real estate strategies. Garb also discusses the infrastructure and expertise typically required for direct real estate deals versus fund investments. The conversation delves into allocation percentages, partner selection, property analysis and management. Garb shares key lessons learned from past mistakes and offers guidance on maximizing income and total returns based on family objectives. Real estate professionals, family office executives and investors will gain insightful takeaways on navigating this important asset class.
#FamilyOffice #RealEstate #Investing #MultiFamilyOffice #SingleFamilyOffice #DirectInvesting #FundInvesting #PropertyAnalysis #PartnerSelection #Allocation #Returns #Income #TotalReturns #ExpertAdvice #BestPractices #CTCMyCFO
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7 AGO. 2024 · This in-depth podcast features Tom Handler, a leading expert in family office law and wealth management from Handler Thayer law firm. He discusses strategies for optimizing family office real estate investments through advanced tax planning, sophisticated asset protection structures, and navigating the complex web of securities regulations.
Tom shares his decades of experience advising ultra-high net worth families and family offices on common planning mistakes to avoid. He highlights the ubiquitous role of real estate in family office portfolios and optimal entity structures like LLCs, multiple member LLCs, and series LLCs to maximize liability protection and minimize taxes.
The discussion also covers the growing trend of direct co-investments between families and ensuring compliance with murky broker-dealer and investment adviser registration rules. Tom warns of the SEC's broad interpretation of these rules and the risks of inadvertent violations.
For families and their advisors, this educational resource provides valuable guidance on professionally managing real estate assets through interdisciplinary legal, tax and financial planning expertise.
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24 JUL. 2024 · This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect not only assets but also a family's reputation and legacy. Attendees will gain actionable insights for developing comprehensive programs, building trusted long-term partnerships, and successfully stewarding wealth across generations through challenges. This presentation highlights the value of taking a bird's-eye view and cultivating a culture of transparency, accountability and wealth preservation.
#FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization
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10 JUL. 2024 · Josh Roche, a veteran in the family office of Lloyd Capital Partners, shares over a decade of insights into investing in single family rental properties. He details how the family office entered the market early on in 2004 by flipping distressed homes in the Southwest US for profit. Roche recounts how the entrance of large institutional investors like Colony Capital in 2011-2012 impacted their strategy. He explains how the single family rental asset class has evolved from a fragmented mom and pop market to one now gaining attention from big investors. Roche provides valuable perspectives on return expectations including 6-8% unlevered cash flow yields, capital appreciation potential, and opportunities for family offices to partner with local operators or exit to institutions. The discussion offers a comprehensive overview of the challenges, opportunities, and future outlook for this growing but still emerging sector.
#RealEstatePodcast #FamilyOfficePodcast #SingleFamilyHomes #DistressedInvesting #InstitutionalInvestors #CapitalPartners #ColonyCapital #CashFlowReturns #CapitalAppreciationReturns #GroundUpDevelopment #LocalMarketInsights #FamilyOfficeCoInvestment #FamilyOfficeExits
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26 JUN. 2024 · Andrew Pitcairn, chair of the family council at multi-generational Pitcairn family office, discusses strategies for establishing inclusive family governance and holistic wealth management approaches. He shares lessons from over 100 years of experience in navigating family growth, change, and succession over seven generations. Speaker 1 emphasizes the importance of addressing both investment decisions and soft skills like communication, education, and family dynamics. The speakers advise new families to seek expert guidance in crafting tailored governance structures like family councils and investment policy statements. These tools can facilitate transparent decision-making, prevent misunderstandings between generations, and support next generation involvement. When implemented together with tailored wealth strategies, inclusive governance and multi-generational planning approaches can help preserve family legacies.
#MultiGenerationalFamilyOffices #FamilyWealthPreservation #FamilySuccessionPlanning #IntergenerationalCommunication #FamilyEducation #FamilyDecisionMaking #HolisticFamilyAdvisory #ExpertFamilyConsulting #LegacyPlanning #FamilyBusinessConsulting
25 FEB. 2023 · Welcome to "Andrew Pitcairn on Family Councils and Investment Policy Statements", the podcast that serves as your comprehensive guide to fortifying your family's financial future. Join Andrew Pitcairn as he shares his expertise on two crucial pillars of wealth management: establishing a family council and crafting investment policy statements.
In each episode, Andrew delves into the importance of these foundational elements and provides actionable strategies to empower families in their wealth preservation and growth endeavors. Whether you're a seasoned investor or just starting to build your financial legacy, this podcast offers invaluable insights to help you navigate the complexities of family governance and investment planning.
Tune in as Andrew demystifies these critical topics, equipping you with the knowledge and tools you need to safeguard and grow your family's wealth for generations to come.
25 SEP. 2022 · Welcome to "The Future of Real Estate and Tokenization", the podcast that explores the transformative potential of tokenization in the realm of real estate.
Join us as we uncover the latest trends, opportunities, and challenges in this rapidly evolving landscape.
From fractional ownership to liquidity enhancement, we delve into how blockchain technology is revolutionizing traditional real estate markets.
Whether you're a real estate enthusiast, investor, or technologist, this podcast offers insightful discussions and expert perspectives to help you navigate the future of real estate investment.
Tune in as we decode the complexities and unveil the possibilities of real estate tokenization.
4 JUN. 2022 · Welcome to "Crowdstreet interviews DJ Van Keuren on Family Office Real Estate Investing", the podcast that offers exclusive insights into the strategies and tactics employed by family offices in the realm of real estate.
Join us as we sit down with DJ Van Keuren to explore the intricacies of family office investment approaches, focusing particularly on the real estate sector.
From direct acquisitions to fund investments, we delve into the diverse range of opportunities available to family offices.
Whether you're a seasoned investor, a family office professional, or simply curious about real estate investment, this podcast provides invaluable knowledge to inform your investment decisions.
Tune in as we uncover the secrets to successful family office real estate investing.
Single Family Office Professional DJ Van Keuren talks with industry experts on Real Estate topics that are specifically designed for Family Offices
Información
Autor | Family Office Real Estate |
Organización | Family Office Real Estate |
Categorías | Cultura y sociedad |
Página web | www.spreaker.com |
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