High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It is a way to diversify their portfolio and, unlike other investors, it is sometimes a long-term game that plays a role in estate planning and generational wealth strategies.
The episode features Belinda Schwartz, partner and president of Herrick Feinstein, along with David Bodamer. Belinda works with a range of high-net-worth individuals and family offices, serving as external general counsel to several family-owned real estate businesses with portfolios in excess of $1 billion.
Belinda discusses:
- The impact of generational wealth planning when HNWIs and family offices invest in commercial real estate
- How do HNWIs and family offices approach investments in terms of looking at funds and private investments versus private investments? getting real estate directly
- What types of assets and markets are these investors interested in?
- How HNWIs and Family Offices Have Started Experimenting with Lending Strategies and Investing in Proptech
- How the turmoil of the last two years has affected their investment decisions
Tune in now.
