For Family Offices
Real estate advisory for family offices.
We apply tailored rigour to real estate holdings, from strategy and sourcing to execution and ongoing monitoring, within the family office’s wider portfolio allocation.
An initial portfolio audit
We begin by understanding how real estate fits within your broader allocation, objectives and liquidity needs. Depending on the wider portfolio, real estate can serve three objectives:
- Yield generation
- We assess the potential for income to balance illiquid private equity and venture exposure.
- Tax efficiency
- We consider how holdings could support after-tax objectives, working with specialist tax advisers and lawyers in the relevant jurisdictions.
- Capital appreciation
- We assess medium- to long-term growth objectives where liquidity needs are met elsewhere.
From portfolio review to ongoing monitoring
Review the current portfolio
We audit existing real estate holdings and establish your objectives, liquidity needs and wider allocation.
Define the strategy
We identify gaps, risks and opportunities, then define the role of real estate: yield, tax efficiency, capital appreciation or a balance of the three.
Agree a route
We assess acquisition, repositioning or disposal routes for new and existing holdings. Structures, terms and fees require a mandate-specific agreement.
Execute and monitor
We lead transactions through to completion and provide ongoing reporting and performance reviews across the portfolio.
Discuss your real estate portfolio.
Tell us about your current holdings, objectives and the role of real estate within your wider allocation.