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What Family Offices Want From CRE Investing

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.

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